Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

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
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249B
AUM Growth
-$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,824
New
Increased
Reduced
Closed

Top Buys

1 +$479M
2 +$465M
3 +$445M
4
KVUE icon
Kenvue
KVUE
+$434M
5
MU icon
Micron Technology
MU
+$431M

Top Sells

1 +$3.24B
2 +$1.9B
3 +$1.56B
4
PEP icon
PepsiCo
PEP
+$1.34B
5
JPM icon
JPMorgan Chase
JPM
+$1.34B

Sector Composition

1 Technology 32.96%
2 Financials 12.49%
3 Consumer Discretionary 11.22%
4 Communication Services 10.08%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMX icon
3826
America Movil
AMX
$81.8B
$37.7K ﹤0.01%
1,826
+228
MRDN
3827
Meridian Holdings Inc
MRDN
$170M
$37.5K ﹤0.01%
3,907
+281
FNGR icon
3828
FingerMotion
FNGR
$50.2M
$37.1K ﹤0.01%
+30,200
EVTL icon
3829
Vertical Aerospace
EVTL
$358M
$36.5K ﹤0.01%
6,843
+4,170
TEN
3830
Tsakos Energy Navigation Ltd
TEN
$1.32B
$36.5K ﹤0.01%
+1,626
SEAT icon
3831
Vivid Seats
SEAT
$99M
$36.1K ﹤0.01%
5,010
+294
SLSR
3832
Solaris Resources
SLSR
$1.7B
$36K ﹤0.01%
+4,514
HEWJ icon
3833
iShares Currency Hedged MSCI Japan ETF
HEWJ
$739M
$35.9K ﹤0.01%
681
ZENA
3834
ZenaTech Inc
ZENA
$159M
$35.7K ﹤0.01%
11,163
+7,544
TVRD
3835
Tvardi Therapeutics
TVRD
$39.2M
$35.7K ﹤0.01%
8,307
+1,638
LESL icon
3836
Leslie's
LESL
$15M
$35.2K ﹤0.01%
+21,306
JAJL
3837
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$252M
$35K ﹤0.01%
1,203
-3,672
PALI icon
3838
Palisade Bio
PALI
$302M
$34.7K ﹤0.01%
+14,780
FLYX icon
3839
flyExclusive
FLYX
$106M
$34.7K ﹤0.01%
8,440
+983
CRBU icon
3840
Caribou Biosciences
CRBU
$192M
$34.5K ﹤0.01%
21,688
-84
PMVP icon
3841
PMV Pharmaceuticals
PMVP
$75.2M
$34.4K ﹤0.01%
27,536
NEON icon
3842
Neonode
NEON
$28.2M
$34.2K ﹤0.01%
19,680
+3,374
LLYVA icon
3843
Liberty Live Group Series A
LLYVA
$8.61B
$33.8K ﹤0.01%
415
-983
KMDA icon
3844
Kamada
KMDA
$493M
$33.8K ﹤0.01%
4,788
+3,862
VRM icon
3845
Vroom Inc
VRM
$64.2M
$33.6K ﹤0.01%
1,691
+175
GPRK icon
3846
GeoPark
GPRK
$603M
$33.5K ﹤0.01%
4,518
-1,131
ARL icon
3847
American Realty Investors
ARL
$223M
$33.3K ﹤0.01%
2,072
+201
ORBS
3848
Eightco Holdings
ORBS
$327M
$33.2K ﹤0.01%
+19,219
TLRY icon
3849
Tilray
TLRY
$665M
$33.1K ﹤0.01%
3,670
+860
USGO icon
3850
US GoldMining
USGO
$180M
$32.9K ﹤0.01%
3,730
+1,358