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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$712M
2 +$669M
3 +$635M
4
WMT icon
Walmart Inc
WMT
+$544M
5
PLTR icon
Palantir
PLTR
+$538M

Top Sells

1 +$2.34B
2 +$1.65B
3 +$1.45B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01B
5
AAPL icon
Apple
AAPL
+$833M

Sector Composition

1 Technology 34.72%
2 Financials 12.32%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMXT icon
4426
Solarmax Technology
SMXT
$34.2M
$1 ﹤0.01%
1
BTOC
4427
Armlogi Holding Corp
BTOC
$13.1M
$1 ﹤0.01%
1
-1
EMO.RT
4428
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$1 ﹤0.01%
+35
PSEP icon
4429
Innovator US Equity Power Buffer ETF September
PSEP
$859M
-4,928
PSNY icon
4430
Polestar Automotive Holding UK
PSNY
$1.65B
-2,819
PSTP icon
4431
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
-3
PWOD
4432
DELISTED
Penns Woods Bancorp
PWOD
-23,778
PXLW icon
4433
Pixelworks
PXLW
$37M
-34,179
RDFN
4434
DELISTED
Redfin
RDFN
-19,654
RDUS
4435
DELISTED
Radius Recycling
RDUS
-51,405
LNAI
4436
Lunai Bioworks
LNAI
$11.2M
0
RENT
4437
Rent the Runway
RENT
$159M
-2
RDNW
4438
RideNow Group
RDNW
$262M
-828
SAGE
4439
DELISTED
Sage Therapeutics
SAGE
-99,618
SEPW icon
4440
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$288M
-1,040
SGU icon
4441
Star Group
SGU
$417M
-1,497
SHYF
4442
DELISTED
The Shyft Group
SHYF
-57,172
SILJ icon
4443
Amplify Junior Silver Miners ETF
SILJ
$4.07B
-21,863
SIXO icon
4444
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$417M
-272
SKX
4445
DELISTED
Skechers
SKX
-61,369
DCOY
4446
Decoy Therapeutics
DCOY
$2.93M
-45
SNTI icon
4447
Senti Biosciences
SNTI
$33M
-569
SOHU
4448
Sohu.com
SOHU
$407M
-6,008
SOND
4449
DELISTED
Sonder
SOND
-23
SONM icon
4450
DNA X Inc
SONM
$6.47M
-6