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
FCEL icon
4526
FuelCell Energy
FCEL
$335M
$0 ﹤0.01%
2
-22,196
KYNB
4527
Kyntra Bio
KYNB
$30.3M
0
ZSTK
4528
ZeroStack Corp
ZSTK
$20.8M
-8
FLIC
4529
DELISTED
First of Long Island Corp
FLIC
-54,534
FLL icon
4530
Full House Resorts
FLL
$79.8M
$0 ﹤0.01%
1
-34,060
FWDI
4531
Forward Industries Inc
FWDI
$406M
-74
FTCI icon
4532
FTC Solar
FTCI
$141M
$0 ﹤0.01%
1
FTHM icon
4533
Fathom Holdings
FTHM
$31.4M
$0 ﹤0.01%
72
FTSL icon
4534
First Trust Senior Loan Fund ETF
FTSL
$2.32B
-4,378
GALT icon
4535
Galectin Therapeutics
GALT
$181M
-9,326
GAME icon
4536
GameSquare
GAME
$26.2M
-85
GBLI icon
4537
Global Indemnity Group
GBLI
$395M
$0 ﹤0.01%
9
GEOS icon
4538
Geospace Technologies
GEOS
$116M
$0 ﹤0.01%
1
-12,279
GFR icon
4539
Greenfire Resources
GFR
$720M
-1,430
GLP icon
4540
Global Partners
GLP
$1.64B
-66
GLTO icon
4541
Galecto
GLTO
$1.31B
$0 ﹤0.01%
100
-33
GNSS icon
4542
Genasys
GNSS
$89.1M
-30,662
GOTU icon
4543
Gaotu Techedu
GOTU
$506M
-202,600
GRN icon
4544
iPath Series B Carbon Exchange-Traded Notes
GRN
$20.8M
-400,000
GRRR
4545
Gorilla Technology Group
GRRR
$277M
-61,800
GSIT icon
4546
GSI Technology
GSIT
$213M
-556
GWAV icon
4547
Greenwave Technology Solutions
GWAV
$3.33M
0
GXAI
4548
Gaxos.ai
GXAI
$8.9M
-3
HBIO icon
4549
Harvard Bioscience
HBIO
$25M
$0 ﹤0.01%
892
-40,870
HEES
4550
DELISTED
H&E Equipment Services
HEES
-53,593