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
RDFN
4451
DELISTED
Redfin
RDFN
-19,654
RDUS
4452
DELISTED
Radius Recycling
RDUS
-51,405
LNAI
4453
Lunai Bioworks
LNAI
$5.62M
0
RENT
4454
Rent the Runway
RENT
$157M
-2
RDNW
4455
RideNow Group
RDNW
$247M
-828
SAGE
4456
DELISTED
Sage Therapeutics
SAGE
-99,618
SCWO icon
4457
374Water
SCWO
$42.5M
0
SEPW icon
4458
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$281M
-1,040
SGU icon
4459
Star Group
SGU
$428M
-1,497
SHYF
4460
DELISTED
The Shyft Group
SHYF
-57,172
SILJ icon
4461
Amplify Junior Silver Miners ETF
SILJ
$5.29B
-21,863
SIXO icon
4462
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$407M
-272
SKX
4463
DELISTED
Skechers
SKX
-61,369
DCOY
4464
Decoy Therapeutics
DCOY
$4.58M
-535
SNTI icon
4465
Senti Biosciences
SNTI
$25.4M
-569
SOHU
4466
Sohu.com
SOHU
$483M
-6,008
SOND
4467
DELISTED
Sonder
SOND
-23
SONM icon
4468
DNA X, Inc. Common Stock
SONM
$6.91M
-6
SPGP icon
4469
Invesco S&P 500 GARP ETF
SPGP
$2.29B
-2,297
SPHY icon
4470
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
-43,010
SPTN
4471
DELISTED
SpartanNash
SPTN
-90,285
SSBK
4472
DELISTED
Southern States Bancshares
SSBK
-20,327
STTK icon
4473
Shattuck Labs
STTK
$379M
-2,114
SWTX
4474
DELISTED
SpringWorks Therapeutics
SWTX
-1,632,615
TENX icon
4475
Tenax Therapeutics
TENX
$66.7M
-11