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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
VRA icon
3401
Vera Bradley
VRA
$112M
$78.4K ﹤0.01%
24,817
MRVI icon
3402
Maravai LifeSciences
MRVI
$917M
$78.3K ﹤0.01%
27,656
-144,625
FSV icon
3403
FirstService
FSV
$6.48B
$78.1K ﹤0.01%
562
+49
RPC
3404
Ridgepost Capital
RPC
$853M
$78K ﹤0.01%
10,747
-80,486
BLSH
3405
Bullish
BLSH
$3.53B
$77.8K ﹤0.01%
2,178
+1,535
BZAI
3406
Blaize Holdings
BZAI
$209M
$77.7K ﹤0.01%
42,702
-92,311
SILC icon
3407
Silicom
SILC
$235M
$77.4K ﹤0.01%
3,670
AURA icon
3408
Aura Biosciences
AURA
$724M
$77.2K ﹤0.01%
11,540
-57,758
VET icon
3409
Vermilion Energy
VET
$1.42B
$76.7K ﹤0.01%
5,565
+4,951
SIGA icon
3410
SIGA Technologies
SIGA
$281M
$76.6K ﹤0.01%
14,316
-63,009
RDWR icon
3411
Radware
RDWR
$1.24B
$76K ﹤0.01%
2,887
+394
OLP
3412
One Liberty Properties
OLP
$534M
$75.7K ﹤0.01%
3,526
-29,838
IDN icon
3413
Intellicheck
IDN
$88.1M
$75.3K ﹤0.01%
+10,767
LPCN icon
3414
Lipocine
LPCN
$20.3M
$75.2K ﹤0.01%
+9,412
PANL icon
3415
Pangaea Logistics
PANL
$446M
$75.2K ﹤0.01%
10,619
-40,758
TRC icon
3416
Tejon Ranch
TRC
$509M
$74.8K ﹤0.01%
3,972
-28,815
ELA icon
3417
Envela
ELA
$722M
$74.7K ﹤0.01%
4,483
-8,870
ICLN icon
3418
iShares Global Clean Energy ETF
ICLN
$2.83B
$74.5K ﹤0.01%
4,076
-7,875
CTOS icon
3419
Custom Truck One Source
CTOS
$2.72B
$74.4K ﹤0.01%
11,325
-82,650
HY icon
3420
Hyster-Yale Materials Handling
HY
$649M
$74.4K ﹤0.01%
2,288
-15,992
PDLB icon
3421
Ponce Financial Group
PDLB
$478M
$74.3K ﹤0.01%
4,448
-26,225
LRMR icon
3422
Larimar Therapeutics
LRMR
$380M
$73.7K ﹤0.01%
16,373
-62,097
SGHT icon
3423
Sight Sciences
SGHT
$310M
$73.6K ﹤0.01%
19,522
-45,728
BBNX
3424
Beta Bionics
BBNX
$750M
$73.6K ﹤0.01%
7,344
-53,320
IVW icon
3425
iShares S&P 500 Growth ETF
IVW
$72.2B
$73.5K ﹤0.01%
+650