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
DVS
3951
DELISTED
Dolly Varden Silver Corp
DVS
$11.2K ﹤0.01%
+2,530
RANI icon
3952
Rani Therapeutics
RANI
$96.4M
$10.9K ﹤0.01%
+8,096
SRTS icon
3953
Sensus Healthcare
SRTS
$50.7M
$10.9K ﹤0.01%
2,738
HAP icon
3954
VanEck Natural Resources ETF
HAP
$312M
$10.8K ﹤0.01%
+180
FNOV icon
3955
FT Vest US Equity Buffer ETF November
FNOV
$1.23B
$10.8K ﹤0.01%
197
-3,537
CCCX
3956
DELISTED
Churchill Capital Corp X
CCCX
$10.7K ﹤0.01%
687
-34,054
AREC icon
3957
American Resources Corp
AREC
$240M
$10.5K ﹤0.01%
+4,226
VXF icon
3958
Vanguard Extended Market ETF
VXF
$28.7B
$10.5K ﹤0.01%
+50
EXK
3959
Endeavour Silver
EXK
$2.97B
$10.3K ﹤0.01%
1,093
-54
MBAVU
3960
M3-Brigade Acquisition V Corp Units
MBAVU
$10.3K ﹤0.01%
1,005
FAN icon
3961
First Trust Global Wind Energy ETF
FAN
$280M
$10.2K ﹤0.01%
+500
ARKQ icon
3962
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.25B
$10.2K ﹤0.01%
+89
RPGL
3963
Republic Power Group Ltd
RPGL
$36.6M
$9.8K ﹤0.01%
+875
GFR icon
3964
Greenfire Resources
GFR
$725M
$9.41K ﹤0.01%
+1,976
IGF icon
3965
iShares Global Infrastructure ETF
IGF
$10.4B
$9.08K ﹤0.01%
+148
PRT
3966
PermRock Royalty Trust Unit
PRT
$32.2M
$8.99K ﹤0.01%
3,221
IDX icon
3967
VanEck Indonesia Index ETF
IDX
$28.5M
$8.91K ﹤0.01%
+540
AXG
3968
Solowin Holdings
AXG
$695M
$8.83K ﹤0.01%
+2,148
DIBS icon
3969
1stdibs.com
DIBS
$156M
$8.81K ﹤0.01%
1,471
-114
AB icon
3970
AllianceBernstein
AB
$3.65B
$8.73K ﹤0.01%
+227
ADUR
3971
Aduro Clean Technologies
ADUR
$455M
$8.73K ﹤0.01%
843
WF icon
3972
Woori Financial
WF
$17B
$8.53K ﹤0.01%
+145
ACIU icon
3973
AC Immune
ACIU
$291M
$8.48K ﹤0.01%
2,701
-2,589
HOWL icon
3974
Werewolf Therapeutics
HOWL
$33M
$8.39K ﹤0.01%
13,236
-39
VG
3975
Venture Global Inc
VG
$28.4B
$8.37K ﹤0.01%
1,227
-28,041