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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
KEP icon
3676
Korea Electric Power
KEP
$15.4B
$36.3K ﹤0.01%
2,548
-209
MGV icon
3677
Vanguard Mega Cap Value ETF
MGV
$13B
$36.2K ﹤0.01%
+250
SMTI icon
3678
Sanara MedTech
SMTI
$217M
$36.2K ﹤0.01%
2,105
-4,201
NODK icon
3679
NI Holdings
NODK
$325M
$36.2K ﹤0.01%
2,805
-9,944
ESP icon
3680
Espey Mfg & Electronics Corp
ESP
$194M
$36.1K ﹤0.01%
+652
ARKQ icon
3681
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.07B
$35.9K ﹤0.01%
319
+230
IKT icon
3682
Inhibikase Therapeutics
IKT
$243M
$35.9K ﹤0.01%
21,348
-73,447
FLXS icon
3683
Flexsteel Industries
FLXS
$288M
$35.5K ﹤0.01%
789
-4,738
UAUG icon
3684
Innovator US Equity Ultra Buffer ETF August
UAUG
$167M
$35.2K ﹤0.01%
895
+367
ATYR
3685
aTyr Pharma
ATYR
$52.8M
$35.2K ﹤0.01%
45,123
-129,059
DBI icon
3686
Designer Brands
DBI
$309M
$35K ﹤0.01%
6,155
-47,291
PESI icon
3687
Perma-Fix Environmental Services
PESI
$259M
$35K ﹤0.01%
3,273
-23,708
SPAI
3688
Safe Pro Group Inc
SPAI
$83.5M
$34.9K ﹤0.01%
9,156
-1,362
ACH
3689
Accendra Health
ACH
$241M
$34.8K ﹤0.01%
15,278
-102,325
RGP icon
3690
Resources Connection
RGP
$136M
$34.8K ﹤0.01%
9,337
-64,002
XMAX
3691
XMAX Inc
XMAX
$553M
$34.8K ﹤0.01%
+4,805
FNWD icon
3692
Finward Bancorp
FNWD
$149M
$34.7K ﹤0.01%
955
-4,448
CRGO icon
3693
Freightos
CRGO
$69.3M
$34.5K ﹤0.01%
21,023
-3,115
NXDT
3694
NexPoint Diversified Real Estate Trust
NXDT
$246M
$34.5K ﹤0.01%
7,382
-56,257
AUDC icon
3695
AudioCodes
AUDC
$236M
$34.2K ﹤0.01%
4,072
-3,222
PMVP icon
3696
PMV Pharmaceuticals
PMVP
$61.3M
$34.1K ﹤0.01%
27,536
TIL icon
3697
Instil Bio
TIL
$50.4M
$34.1K ﹤0.01%
4,135
-6,010
JPST icon
3698
JPMorgan Ultra-Short Income ETF
JPST
$39B
$33.8K ﹤0.01%
+668
NMM icon
3699
Navios Maritime Partners
NMM
$1.95B
$33.5K ﹤0.01%
497
LYEL icon
3700
Lyell Immunopharma
LYEL
$287M
$33.5K ﹤0.01%
1,671
-14,296