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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
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LESL icon
4401
Leslie's
LESL
$81.8M
-21,306
LNW
4402
DELISTED
Light & Wonder
LNW
-32,531
OCTW icon
4403
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$321M
-5
OPI
4404
DELISTED
Office Properties Income Trust
OPI
-7,990
OTLK icon
4405
Outlook Therapeutics
OTLK
$239M
-1
PTY icon
4406
PIMCO Corporate & Income Opportunity Fund
PTY
$2.5B
-20,850
QIPT
4407
DELISTED
Quipt Home Medical
QIPT
-29,166
QNCX icon
4408
Quince Therapeutics
QNCX
$19.1M
0
QRHC icon
4409
Quest Resource Holding
QRHC
$28.9M
-1
RAPT
4410
DELISTED
RAPT Therapeutics
RAPT
-76,659
RDZN icon
4411
Roadzen
RDZN
$122M
-2
RELX icon
4412
RELX
RELX
$54.2B
0
ROBO icon
4413
ROBO Global Robotics & Automation Index ETF
ROBO
$1.99B
-3,500
RPTX
4414
DELISTED
Repare Therapeutics
RPTX
-530
RWX icon
4415
State Street SPDR Dow Jones International Real Estate ETF
RWX
$275M
-600
SBSW icon
4416
Sibanye-Stillwater
SBSW
$6.23B
-12,712
SGMO
4417
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$0 ﹤0.01%
1
SGOL icon
4418
abrdn Physical Gold Shares ETF
SGOL
$6.87B
-10,000
SHCO
4419
DELISTED
Soho House & Co
SHCO
-23
SHG icon
4420
Shinhan Financial Group
SHG
$29.2B
-5,592
SIL icon
4421
Global X Silver Miners ETF NEW
SIL
$4.2B
0
SIMO icon
4422
Silicon Motion
SIMO
$11B
-419
SLVP icon
4423
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$825M
-57,325
SMLR
4424
DELISTED
Semler Scientific
SMLR
-82,363
SNCR
4425
DELISTED
Synchronoss Technologies
SNCR
-15,889