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
ERIC icon
3876
Ericsson
ERIC
$39.5B
$27.9K ﹤0.01%
+2,890
NEXA icon
3877
Nexa Resources
NEXA
$1.9B
$27.7K ﹤0.01%
3,132
CNTA
3878
Centessa Pharmaceuticals
CNTA
$6.13B
$27.7K ﹤0.01%
1,108
-3,860
NEWP
3879
New Pacific Metals
NEWP
$1.05B
$27.4K ﹤0.01%
+7,799
GHRS icon
3880
GH Research
GHRS
$1.47B
$26.9K ﹤0.01%
2,118
+822
XTOC icon
3881
Innovator US Equity Accelerated Plus ETF October
XTOC
$21.3M
$26.6K ﹤0.01%
794
-3,742
TSE
3882
DELISTED
Trinseo
TSE
$26.5K ﹤0.01%
53,255
+5,273
FLD
3883
Fold Holdings
FLD
$69.4M
$26.3K ﹤0.01%
+10,087
NMM icon
3884
Navios Maritime Partners
NMM
$2.14B
$26.1K ﹤0.01%
497
BITO icon
3885
ProShares Bitcoin Strategy ETF
BITO
$1.95B
$25.5K ﹤0.01%
2,101
+2,100
PRLD icon
3886
Prelude Therapeutics
PRLD
$387M
$24.9K ﹤0.01%
8,602
-110
FLAO icon
3887
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$8.41M
$24.9K ﹤0.01%
875
-191
JULW icon
3888
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$317M
$24.7K ﹤0.01%
+632
SRG
3889
Seritage Growth Properties
SRG
$152M
$24.6K ﹤0.01%
7,575
+5,717
BLSH
3890
Bullish
BLSH
$6.62B
$24.4K ﹤0.01%
643
-33,770
FONR icon
3891
Fonar
FONR
$119M
$24K ﹤0.01%
1,294
+1,291
TIGR
3892
UP Fintech Holding
TIGR
$1.15B
$23.9K ﹤0.01%
2,500
-124,534
JFB
3893
JFB Construction Holdings
JFB
$79.8M
$23.8K ﹤0.01%
+3,256
NOA
3894
North American Construction
NOA
$417M
$23.3K ﹤0.01%
1,620
+1,602
TCRX icon
3895
TScan Therapeutics
TCRX
$82.3M
$23.2K ﹤0.01%
23,196
+4,119
BJUL icon
3896
Innovator US Equity Buffer ETF July
BJUL
$287M
$22.7K ﹤0.01%
447
+290
GOTU icon
3897
Gaotu Techedu
GOTU
$470M
$22.2K ﹤0.01%
+9,566
NTIC icon
3898
Northern Technologies International Corp
NTIC
$75.6M
$21.9K ﹤0.01%
2,800
-7
TVGN icon
3899
Tevogen Bio Holdings
TVGN
$31.3M
$21.7K ﹤0.01%
1,312
+171
DTIL icon
3900
Precision BioSciences
DTIL
$198M
$21.7K ﹤0.01%
5,211
+4,827