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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
CVRX icon
3751
CVRx
CVRX
$142M
$28.4K ﹤0.01%
3,003
-22,259
RNA
3752
Atrium Therapeutics
RNA
$222M
$28K ﹤0.01%
+2,095
IEMG icon
3753
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$27.9K ﹤0.01%
+400
INSG icon
3754
Inseego
INSG
$162M
$27.9K ﹤0.01%
2,507
-17,086
GLSI icon
3755
Greenwich LifeSciences
GLSI
$295M
$27.8K ﹤0.01%
1,159
-8,585
PBFS icon
3756
Pioneer Bancorp
PBFS
$420M
$27.7K ﹤0.01%
1,991
-15,148
SMWB icon
3757
Similarweb
SMWB
$488M
$27.7K ﹤0.01%
10,611
+9,932
PJUL icon
3758
Innovator US Equity Power Buffer ETF July
PJUL
$999M
$27.6K ﹤0.01%
600
-517
AOMR
3759
Angel Oak Mortgage REIT
AOMR
$220M
$27.5K ﹤0.01%
3,343
-17,896
PONY
3760
Pony AI Inc
PONY
$2.99B
$27.1K ﹤0.01%
2,868
-5,941
XIDE icon
3761
FT Vest US Equity Buffer & Premium Income ETF December
XIDE
$24.3M
$27K ﹤0.01%
910
-4,233
KRO icon
3762
KRONOS Worldwide
KRO
$749M
$26.7K ﹤0.01%
4,070
-29,945
EVTL icon
3763
Vertical Aerospace
EVTL
$215M
$26.7K ﹤0.01%
12,091
+5,248
VNTG
3764
Vantage Corp
VNTG
$21.2M
$26.6K ﹤0.01%
33,210
PSQH icon
3765
PSQ Holdings
PSQH
$19.7M
$26.5K ﹤0.01%
+50,089
LBTYK icon
3766
Liberty Global Class C
LBTYK
$3.72B
$26.1K ﹤0.01%
2,224
-11,227
TBRG icon
3767
TruBridge
TBRG
$393M
$26.1K ﹤0.01%
1,781
-13,789
LFMD icon
3768
LifeMD
LFMD
$204M
$26K ﹤0.01%
7,193
-53,835
AOUT icon
3769
American Outdoor Brands
AOUT
$152M
$26K ﹤0.01%
2,780
-16,491
EML icon
3770
Eastern Company
EML
$142M
$25.9K ﹤0.01%
1,280
-7,722
NEWP
3771
New Pacific Metals
NEWP
$746M
$25.8K ﹤0.01%
6,222
-1,577
VAL.WS icon
3772
Valaris Ltd Warrants
VAL.WS
$693M
$25.7K ﹤0.01%
1,605
KINS icon
3773
Kingstone Companies
KINS
$257M
$25.3K ﹤0.01%
1,737
-15,794
JAAA icon
3774
Janus Henderson AAA CLO ETF
JAAA
$28.4B
$25.2K ﹤0.01%
+500
SNWV
3775
SANUWAVE Health Inc
SNWV
$72.5M
$25.2K ﹤0.01%
1,455
-10,155