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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
XPER icon
3376
Xperi
XPER
$390M
$81.9K ﹤0.01%
14,632
-68,546
CMT icon
3377
Core Molding Technologies
CMT
$203M
$81.8K ﹤0.01%
3,654
-10,794
SHEL icon
3378
Shell
SHEL
$212B
$81.7K ﹤0.01%
879
+355
ALVO icon
3379
Alvotech
ALVO
$1.24B
$81.7K ﹤0.01%
23,832
+8,373
XSD icon
3380
State Street SPDR S&P Semiconductor ETF
XSD
$3.76B
$81.5K ﹤0.01%
250
CVGW
3381
DELISTED
Calavo Growers
CVGW
$81.4K ﹤0.01%
3,157
-23,091
FSEP icon
3382
FT Vest US Equity Buffer ETF September
FSEP
$1.26B
$81.3K ﹤0.01%
1,616
-1,281
CHCT
3383
Community Healthcare Trust
CHCT
$524M
$81.3K ﹤0.01%
5,118
-37,528
XXI
3384
Twenty One Capital Inc
XXI
$1.85B
$81K ﹤0.01%
+12,659
SEER icon
3385
Seer Inc
SEER
$91.3M
$81K ﹤0.01%
48,211
-12,506
MAGN
3386
Magnera Corp
MAGN
$446M
$81K ﹤0.01%
8,513
-41,292
SNDA icon
3387
Sonida Senior Living
SNDA
$1.85B
$80.8K ﹤0.01%
2,505
-6,070
ACRS icon
3388
Aclaris Therapeutics
ACRS
$698M
$80.7K ﹤0.01%
21,508
-121,906
FINW icon
3389
FinWise Bancorp
FINW
$211M
$80.5K ﹤0.01%
5,078
-9,556
QLD icon
3390
ProShares Ultra QQQ
QLD
$13.2B
$80.5K ﹤0.01%
1,320
-102
SITC icon
3391
SITE Centers
SITC
$237M
$80.4K ﹤0.01%
14,885
-63,256
OEC icon
3392
Orion
OEC
$396M
$80.2K ﹤0.01%
12,332
-87,280
DNOV icon
3393
FT Vest US Equity Deep Buffer ETF November
DNOV
$387M
$80.1K ﹤0.01%
1,672
-1,219
PEPG icon
3394
PepGen
PEPG
$118M
$79.9K ﹤0.01%
45,130
-10,587
SMFG icon
3395
Sumitomo Mitsui Financial
SMFG
$151B
$79.7K ﹤0.01%
4,036
-93,860
PKOH icon
3396
Park-Ohio Holdings
PKOH
$562M
$79.3K ﹤0.01%
3,298
-12,530
GNLX icon
3397
Genelux
GNLX
$129M
$79.3K ﹤0.01%
32,756
-49,848
DDEC icon
3398
FT Vest US Equity Deep Buffer ETF December
DDEC
$423M
$79K ﹤0.01%
1,785
BMEA icon
3399
Biomea Fusion
BMEA
$95.4M
$79K ﹤0.01%
51,606
-7,407
DIN icon
3400
Dine Brands
DIN
$468M
$78.9K ﹤0.01%
3,008
-39,754