We are live on ! Find out more
Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DAKT icon
3151
Daktronics
DAKT
$940M
$143K ﹤0.01%
7,327
-52,965
GSM icon
3152
FerroAtlántica
GSM
$639M
$143K ﹤0.01%
34,719
-154,805
WNC icon
3153
Wabash National
WNC
$567M
$143K ﹤0.01%
16,544
-54,349
BTSGU icon
3154
BrightSpring Health Services Unit
BTSGU
$1.82B
$142K ﹤0.01%
1,000
-31,816
REPX icon
3155
Riley Exploration Permian
REPX
$712M
$142K ﹤0.01%
3,888
-19,289
VPG icon
3156
Vishay Precision Group
VPG
$1.78B
$142K ﹤0.01%
3,263
-15,391
NRDS icon
3157
NerdWallet
NRDS
$560M
$141K ﹤0.01%
13,630
-71,966
CEPU
3158
Central Puerto
CEPU
$2.15B
$141K ﹤0.01%
+8,400
ACHV icon
3159
Achieve Life Sciences
ACHV
$585M
$141K ﹤0.01%
48,067
-61,965
OCTM
3160
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$31.8M
$141K ﹤0.01%
4,341
-554
CSV icon
3161
Carriage Services
CSV
$593M
$141K ﹤0.01%
3,088
-19,066
JBSS icon
3162
John B. Sanfilippo & Son
JBSS
$993M
$141K ﹤0.01%
1,776
-11,212
COSO
3163
CoastalSouth Bancshares
COSO
$328M
$141K ﹤0.01%
5,716
-6,255
OPTU
3164
Optimum Communications Inc
OPTU
$626M
$139K ﹤0.01%
107,306
-320,076
RAIL icon
3165
FreightCar America
RAIL
$183M
$139K ﹤0.01%
17,396
-1,789
CIX icon
3166
Comp X International
CIX
$335M
$139K ﹤0.01%
5,931
-2,072
SFBC
3167
Sound Financial Bancorp
SFBC
$105M
$138K ﹤0.01%
3,162
-1,240
JMIA
3168
Jumia Technologies
JMIA
$774M
$138K ﹤0.01%
20,000
-500
BLMN icon
3169
Bloomin' Brands
BLMN
$741M
$137K ﹤0.01%
25,434
-105,488
CLOV icon
3170
Clover Health Investments
CLOV
$2.74B
$137K ﹤0.01%
78,034
-559,245
SLS icon
3171
SELLAS Life Sciences
SLS
$2.07B
$137K ﹤0.01%
32,412
-478,622
RYAM icon
3172
Rayonier Advanced Materials
RYAM
$535M
$137K ﹤0.01%
12,370
-88,114
IDV icon
3173
iShares International Select Dividend ETF
IDV
$8.05B
$136K ﹤0.01%
+3,200
RWT
3174
Redwood Trust
RWT
$592M
$136K ﹤0.01%
24,185
-172,850
XRN
3175
Chiron Real Estate Inc
XRN
$478M
$136K ﹤0.01%
4,098
-15,813