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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
FRD icon
3426
Friedman Industries
FRD
$245M
$73.4K ﹤0.01%
4,144
-8,927
KEQU icon
3427
Kewaunee Scientific
KEQU
$103M
$73.2K ﹤0.01%
2,137
-320
CXDO icon
3428
Crexendo
CXDO
$234M
$73.2K ﹤0.01%
11,856
-21,570
HRTX icon
3429
Heron Therapeutics
HRTX
$81.4M
$73.1K ﹤0.01%
91,394
-211,815
SQMX
3430
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
$45.1M
$73K ﹤0.01%
2,194
-100
JOUT icon
3431
Johnson Outdoors
JOUT
$490M
$73K ﹤0.01%
1,570
-7,547
PYXS icon
3432
Pyxis Oncology
PYXS
$175M
$72.7K ﹤0.01%
49,825
-10,560
IQ icon
3433
iQIYI
IQ
$951M
$72.7K ﹤0.01%
53,858
-92,694
ARKK icon
3434
ARK Innovation ETF
ARKK
$6.86B
$72.5K ﹤0.01%
1,073
-26,586
ABOS icon
3435
Acumen Pharmaceuticals
ABOS
$170M
$72.4K ﹤0.01%
30,679
+688
VTV icon
3436
Vanguard Value ETF
VTV
$185B
$72.4K ﹤0.01%
+369
PLSE icon
3437
Pulse Biosciences
PLSE
$1.97B
$72.1K ﹤0.01%
3,339
-24,313
ARAY icon
3438
Accuray
ARAY
$31.5M
$71.6K ﹤0.01%
184,610
-136,648
FLNA
3439
Filana Therapeutics
FLNA
$58M
$71.6K ﹤0.01%
42,379
-6,083
CRNC icon
3440
Cerence
CRNC
$479M
$71.6K ﹤0.01%
11,345
-56,494
CHGG icon
3441
Chegg
CHGG
$127M
$70.6K ﹤0.01%
95,240
-6,847
OFLX icon
3442
Omega Flex
OFLX
$320M
$70.5K ﹤0.01%
2,271
-4,789
SB icon
3443
Safe Bulkers
SB
$651M
$70.3K ﹤0.01%
11,111
-69,133
VEU icon
3444
Vanguard FTSE All-World ex-US ETF
VEU
$65.7B
$70.2K ﹤0.01%
935
AUGM
3445
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$32.3M
$70K ﹤0.01%
2,066
-2,911
LXEO icon
3446
Lexeo Therapeutics
LXEO
$373M
$69.8K ﹤0.01%
12,165
-176,589
AXR icon
3447
AMREP Corp
AXR
$132M
$69.7K ﹤0.01%
2,479
-316
TDUP icon
3448
ThredUp
TDUP
$894M
$69.6K ﹤0.01%
21,208
-190,969
SVV icon
3449
Savers
SVV
$1.56B
$69.4K ﹤0.01%
9,327
-50,582
LAW icon
3450
CS Disco
LAW
$236M
$68.9K ﹤0.01%
18,046
-29,368