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 11.21%
4 Communication Services 10.08%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SDY icon
4326
State Street SPDR S&P Dividend ETF
SDY
$21.7B
-1,500
SELF
4327
Global Self Storage
SELF
$60.4M
-9
SEPT icon
4328
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$106M
-3,247
SGMO
4329
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$0 ﹤0.01%
1
SGRP icon
4330
SPAR Group
SGRP
$16.8M
-105
SIL icon
4331
Global X Silver Miners ETF NEW
SIL
$5.8B
0
SIXJ icon
4332
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$154M
-473
SKYY icon
4333
First Trust Cloud Computing ETF
SKYY
$2.68B
-2,500
SMSI icon
4334
Smith Micro Software
SMSI
$21.7M
-84
SND icon
4335
Smart Sand
SND
$207M
-37
SNT
4336
Senstar Technologies
SNT
$61.6M
-1,000
SOBR icon
4337
SOBR Safe
SOBR
$4.55M
-5
SOXL icon
4338
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$24.1B
-13,900
SOXS icon
4339
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.18B
-50
SPHB icon
4340
Invesco S&P 500 High Beta ETF
SPHB
$870M
-1,300
SPYM
4341
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
-1,350
SPNS
4342
DELISTED
Sapiens International
SPNS
-44,665
SPR
4343
DELISTED
Spirit AeroSystems
SPR
-472,720
SPXL icon
4344
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.39B
-310
SPYV icon
4345
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.8B
-580
SQNS
4346
Sequans Communications SA
SQNS
$55.3M
-296
SRDX
4347
DELISTED
Surmodics
SRDX
-44,382
SRZN icon
4348
Surrozen
SRZN
$336M
-13
SST icon
4349
System1
SST
$31.7M
-86
STRO icon
4350
Sutro Biopharma
STRO
$667M
-277