Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$2.01B
2 +$1.41B
3 +$978M
4
JPM icon
JPMorgan Chase
JPM
+$714M
5
TSLA icon
Tesla
TSLA
+$626M

Top Sells

1 +$1.68B
2 +$1.41B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$855M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$550M

Sector Composition

1 Technology 34.35%
2 Financials 12.77%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPLB icon
4401
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.22B
$0 ﹤0.01%
1
SPSB icon
4402
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.66B
$0 ﹤0.01%
1
SPWH icon
4403
Sportsman's Warehouse
SPWH
$48.9M
-1,320
SPXT icon
4404
ProShares S&P 500 ex-Technology ETF
SPXT
$270M
-80,000
SRS icon
4405
ProShares UltraShort Real Estate
SRS
$20.6M
-1
SSL icon
4406
Sasol
SSL
$4.9B
-9,900
STHO icon
4407
Star Holdings Shares of Beneficial Interest
STHO
$99.8M
$0 ﹤0.01%
1
-13,027
STR
4408
DELISTED
Sitio Royalties
STR
-98,762
SWVLW icon
4409
Swvl Holdings Corp Warrant
SWVLW
$141K
$0 ﹤0.01%
238
TAYD icon
4410
Taylor Devices
TAYD
$247M
$0 ﹤0.01%
1
-3,150
TBX icon
4411
ProShares Short 7-10 Year Treasury
TBX
$13.8M
-8,186
TCRT icon
4412
Alaunos Therapeutics
TCRT
$5.83M
$0 ﹤0.01%
100
-71
TELA icon
4413
TELA Bio
TELA
$35M
-4
TENX icon
4414
Tenax Therapeutics
TENX
$80.7M
$0 ﹤0.01%
+11
TNA icon
4415
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.58B
-33,800
TNON icon
4416
Tenon Medical
TNON
$7.91M
-544
TPIC
4417
DELISTED
TPI Composites
TPIC
$0 ﹤0.01%
2
-46,391
TS icon
4418
Tenaris
TS
$23.8B
$0 ﹤0.01%
1
-35,274
TSLL icon
4419
Direxion Daily TSLA Bull 2X Shares
TSLL
$5.48B
-580,000
TSLX icon
4420
Sixth Street Specialty
TSLX
$1.9B
-29,074
TSVT
4421
DELISTED
2seventy bio
TSVT
-77,347
TWIN icon
4422
Twin Disc
TWIN
$248M
$0 ﹤0.01%
3
-11,298
TX icon
4423
Ternium
TX
$8.78B
$0 ﹤0.01%
1
-5,849
UAN icon
4424
CVR Partners
UAN
$1.17B
-78
UHG icon
4425
United Homes Group
UHG
$141M
$0 ﹤0.01%
2
-9,389