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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
EUAD
3476
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.15B
$65.2K ﹤0.01%
+1,600
WTI icon
3477
W&T Offshore
WTI
$487M
$65K ﹤0.01%
19,059
-135,497
SERA icon
3478
Sera Prognostics
SERA
$70.5M
$64.9K ﹤0.01%
31,967
-4,755
PACK icon
3479
Ranpak Holdings
PACK
$625M
$64.8K ﹤0.01%
18,143
-65,481
UONE icon
3480
Urban One Class A
UONE
$23M
$64.4K ﹤0.01%
10,990
+3,149
OPRA
3481
Opera Ltd
OPRA
$1.69B
$64.4K ﹤0.01%
4,516
-67,184
HNST icon
3482
The Honest Company
HNST
$396M
$64.4K ﹤0.01%
21,889
-124,441
RXI icon
3483
iShares Global Consumer Discretionary ETF
RXI
$249M
$64.1K ﹤0.01%
+344
CHCI icon
3484
Comstock Holding Companies
CHCI
$159M
$64.1K ﹤0.01%
3,385
-454
PFL
3485
PIMCO Income Strategy Fund
PFL
$385M
$64K ﹤0.01%
+8,000
XGN icon
3486
Exagen
XGN
$111M
$63.7K ﹤0.01%
21,227
-2,374
ALIT icon
3487
Alight
ALIT
$304M
$63.5K ﹤0.01%
108,897
-609,307
ASPN icon
3488
Aspen Aerogels
ASPN
$467M
$63.1K ﹤0.01%
18,447
-91,081
GASS icon
3489
StealthGas
GASS
$303M
$62.9K ﹤0.01%
6,853
-108
CATX icon
3490
Perspective Therapeutics
CATX
$347M
$62.8K ﹤0.01%
15,049
-77,742
LTBR icon
3491
Lightbridge
LTBR
$284M
$62.6K ﹤0.01%
5,870
-35,921
LZM icon
3492
Lifezone Metals
LZM
$361M
$62.5K ﹤0.01%
18,608
-36,489
CMTG icon
3493
Claros Mortgage Trust
CMTG
$332M
$62.5K ﹤0.01%
26,244
-117,657
NWFL icon
3494
Norwood Financial Corp
NWFL
$354M
$62.5K ﹤0.01%
2,123
-11,533
NDLS icon
3495
Noodles & Co
NDLS
$92.4M
$62.2K ﹤0.01%
7,271
GHRS icon
3496
GH Research
GHRS
$1.94B
$61.8K ﹤0.01%
4,394
+2,276
XOMA icon
3497
Xoma
XOMA
$745M
$61.6K ﹤0.01%
1,965
-12,857
PINE
3498
Alpine Income Property Trust
PINE
$344M
$61.4K ﹤0.01%
3,413
-18,480
OWLT icon
3499
Owlet
OWLT
$159M
$61.4K ﹤0.01%
11,952
-21,228
SCHD icon
3500
Schwab US Dividend Equity ETF
SCHD
$100B
$61.4K ﹤0.01%
+2,000