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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
ARCT icon
3276
Arcturus Therapeutics
ARCT
$196M
$105K ﹤0.01%
13,630
-36,959
WEST icon
3277
Westrock Coffee
WEST
$916M
$105K ﹤0.01%
24,755
-37,783
CYH icon
3278
Community Health Systems
CYH
$462M
$105K ﹤0.01%
35,774
-164,019
OVBC icon
3279
Ohio Valley Banc Corp
OVBC
$210M
$105K ﹤0.01%
2,383
-4,981
ALX
3280
Alexander's
ALX
$1.4B
$104K ﹤0.01%
442
-2,912
GOCO
3281
DELISTED
GoHealth
GOCO
$104K ﹤0.01%
68,923
-12,258
JUNT icon
3282
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$109M
$104K ﹤0.01%
2,881
-1,132
OKUR
3283
OnKure Therapeutics
OKUR
$182M
$104K ﹤0.01%
25,000
-2,242
HVII
3284
Hennessy Capital Investment Corp VII
HVII
$271M
$104K ﹤0.01%
10,000
USAS
3285
Americas Gold and Silver
USAS
$1.62B
$103K ﹤0.01%
19,822
-46,052
SMRT icon
3286
SmartRent
SMRT
$235M
$103K ﹤0.01%
68,471
-111,531
SABR icon
3287
Sabre
SABR
$787M
$103K ﹤0.01%
70,753
-507,492
NNOX icon
3288
Nano X Imaging
NNOX
$75.9M
$102K ﹤0.01%
45,135
-70,149
RRBI icon
3289
Red River Bancshares
RRBI
$604M
$102K ﹤0.01%
1,129
-6,593
NMAX
3290
Newsmax Inc
NMAX
$967M
$102K ﹤0.01%
19,557
-65,218
OXM icon
3291
Oxford Industries
OXM
$535M
$102K ﹤0.01%
2,642
-51,498
CFFI icon
3292
C&F Financial
CFFI
$280M
$102K ﹤0.01%
1,394
-3,692
PRTS icon
3293
CarParts.com
PRTS
$50.4M
$102K ﹤0.01%
12,925
AEVA
3294
Aeva Technologies
AEVA
$1.41B
$101K ﹤0.01%
7,690
-51,162
CODI icon
3295
Compass Diversified
CODI
$783M
$101K ﹤0.01%
12,871
-94,205
BYRN icon
3296
Byrna Technologies
BYRN
$130M
$101K ﹤0.01%
11,007
-22,192
DAUG icon
3297
FT Vest US Equity Deep Buffer ETF August
DAUG
$362M
$100K ﹤0.01%
2,304
+1,090
ELVR
3298
Elevra Lithium Ltd
ELVR
$1.12B
$100K ﹤0.01%
1,703
+51
REKR icon
3299
Rekor Systems
REKR
$84.7M
$99.6K ﹤0.01%
121,430
-157,745
CTGO icon
3300
Contango Silver & Gold Inc
CTGO
$484M
$99.2K ﹤0.01%
5,290
-13,819