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
SUPV
4351
Grupo Supervielle
SUPV
$698M
-8,393
SVIX icon
4352
-1x Short VIX Futures ETF
SVIX
$228M
-7,300
SYBX
4353
DELISTED
Synlogic
SYBX
-1
SYPR icon
4354
Sypris Solutions
SYPR
$75.7M
-125
TBT icon
4355
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$291M
-700
TCHI icon
4356
iShares MSCI China Multisector Tech ETF
TCHI
$47.2M
-200
TCRT icon
4357
Alaunos Therapeutics
TCRT
$6.2M
-50
TECL icon
4358
Direxion Daily Technology Bull 3x ETF
TECL
$6.3B
-6,250
TEO icon
4359
Telecom Argentina
TEO
$5.09B
-4,500
THD icon
4360
iShares MSCI Thailand ETF
THD
$262M
-1,000
TIXT
4361
DELISTED
TELUS International
TIXT
-27,753
TKC icon
4362
Turkcell
TKC
$5.78B
-14,282
TLF icon
4363
Tandy Leather Factory
TLF
$19.8M
-8
TOMZ icon
4364
TOMI Environmental Solutions
TOMZ
$16.9M
-9
TPIC
4365
DELISTED
TPI Composites
TPIC
-2
TRML
4366
DELISTED
Tourmaline Bio
TRML
-27,801
TSAT icon
4367
Telesat
TSAT
$832M
0
TTSH
4368
DELISTED
Tile Shop Holdings
TTSH
-40,641
TUR icon
4369
iShares MSCI Turkey ETF
TUR
$261M
-1,766
TXMD icon
4370
TherapeuticsMD
TXMD
$22.9M
-44
UBOT icon
4371
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$37.4M
-1,500
UDEC
4372
Innovator US Equity Ultra Buffer ETF December
UDEC
$314M
-2,159
UG icon
4373
United-Guardian
UG
$31.6M
-2
UGP icon
4374
Ultrapar
UGP
$6.53B
-35,998
UPXI icon
4375
Upexi
UPXI
$92.3M
-175,483