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
$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
SRDX
4326
DELISTED
Surmodics
SRDX
-44,382
SRZN icon
4327
Surrozen
SRZN
$327M
-13
SST icon
4328
System1
SST
$24.6M
-86
STRO icon
4329
Sutro Biopharma
STRO
$646M
-277
SUPV
4330
Grupo Supervielle
SUPV
$657M
-8,393
SVIX icon
4331
-1x Short VIX Futures ETF
SVIX
$217M
-7,300
SYBX
4332
DELISTED
Synlogic
SYBX
-1
SYPR icon
4333
Sypris Solutions
SYPR
$69M
-125
TBT icon
4334
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$316M
-700
TCHI icon
4335
iShares MSCI China Multisector Tech ETF
TCHI
$46.5M
-200
TCRT icon
4336
Alaunos Therapeutics
TCRT
$5.93M
-50
TECL icon
4337
Direxion Daily Technology Bull 3x ETF
TECL
$6.21B
-6,250
TEO icon
4338
Telecom Argentina
TEO
$5.09B
-4,500
THD icon
4339
iShares MSCI Thailand ETF
THD
$259M
-1,000
TIXT
4340
DELISTED
TELUS International
TIXT
-27,753
TKC icon
4341
Turkcell
TKC
$5.27B
-14,282
TLF icon
4342
Tandy Leather Factory
TLF
$19.1M
-8
TOMZ icon
4343
TOMI Environmental Solutions
TOMZ
$16.9M
-9
TPIC
4344
DELISTED
TPI Composites
TPIC
-2
TRML
4345
DELISTED
Tourmaline Bio
TRML
-27,801
TSAT icon
4346
Telesat
TSAT
$792M
0
TTSH
4347
DELISTED
Tile Shop Holdings
TTSH
-40,641
TUR icon
4348
iShares MSCI Turkey ETF
TUR
$252M
-1,766
TXMD icon
4349
TherapeuticsMD
TXMD
$23.1M
-44
UBOT icon
4350
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$33.6M
-1,500