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
$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 11.22%
4 Communication Services 10.08%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGAE icon
4451
Allied Gaming & Entertainment
AGAE
$14.7M
-192
AGM.A icon
4452
Federal Agricultural Mortgage Class A
AGM.A
-3
AIRG icon
4453
Airgain
AIRG
$87.7M
-4
AKRO
4454
DELISTED
Akero Therapeutics
AKRO
-487,230
ALE
4455
DELISTED
Allete
ALE
-133,537
ALGS icon
4456
Aligos Therapeutics
ALGS
$36.6M
-15
AMRN
4457
Amarin Corp
AMRN
$306M
-2,242
AMS icon
4458
American Shared Hospital Services
AMS
$9.74M
-20
AMST icon
4459
Amesite
AMST
$5.46M
-15
ANEB
4460
DELISTED
Anebulo Pharmaceuticals
ANEB
-399
ANIX icon
4461
Anixa Biosciences
ANIX
$94.5M
-9
AOM icon
4462
iShares Core Moderate Allocation ETF
AOM
$1.73B
-5,000
AP icon
4463
Ampco-Pittsburgh
AP
$218M
-99
APRW icon
4464
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$195M
-5,444
ARKF icon
4465
ARK Blockchain & Fintech Innovation ETF
ARKF
$826M
-15,700
ARKG icon
4466
ARK Genomic Revolution ETF
ARKG
$1.08B
-15
ARKR icon
4467
Ark Restaurants
ARKR
$23.8M
-3
ARKW icon
4468
ARK Web x.0 ETF
ARKW
$1.76B
-5,000
ARMP icon
4469
Armata Pharmaceuticals
ARMP
$298M
-6
ARTNA icon
4470
Artesian Resources
ARTNA
$324M
-6
ASPS icon
4471
Altisource Portfolio Solutions
ASPS
$72.5M
-3
ASRT icon
4472
Assertio
ASRT
$151M
0
ASTC icon
4473
Astrotech Corp
ASTC
$4.49M
-3
LONA
4474
LeonaBio Inc
LONA
$105M
-7
AUTL
4475
Autolus Therapeutics
AUTL
$421M
-7,883