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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
ANEB
4551
DELISTED
Anebulo Pharmaceuticals
ANEB
-399
ANIX icon
4552
Anixa Biosciences
ANIX
$92.2M
-9
AOM icon
4553
iShares Core Moderate Allocation ETF
AOM
$1.8B
-5,000
AP icon
4554
Ampco-Pittsburgh
AP
$180M
-99
APLT
4555
DELISTED
Applied Therapeutics
APLT
$0 ﹤0.01%
1
-5,264
APRW icon
4556
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$198M
-5,444
ARIS
4557
DELISTED
Aris Water Solutions
ARIS
-663,301
ARKF icon
4558
ARK Blockchain & Fintech Innovation ETF
ARKF
$743M
-15,700
ARKG icon
4559
ARK Genomic Revolution ETF
ARKG
$1.63B
-15
ARKR icon
4560
Ark Restaurants
ARKR
$21.3M
-3
ARKW icon
4561
ARK Web x.0 ETF
ARKW
$1.68B
-5,000
ARMP icon
4562
Armata Pharmaceuticals
ARMP
$231M
-6
ARTNA icon
4563
Artesian Resources
ARTNA
$351M
-6
ASPS icon
4564
Altisource Portfolio Solutions
ASPS
$80.2M
-3
ASRT
4565
DELISTED
Assertio
ASRT
0
ASTC icon
4566
Astrotech Corp
ASTC
$22.5M
-3
LONA
4567
LeonaBio Inc
LONA
$85.2M
-7
AUTL
4568
Autolus Therapeutics
AUTL
$434M
-7,883
AVDX
4569
DELISTED
AvidXchange
AVDX
-269,784
AWP
4570
abrdn Global Premier Properties Fund
AWP
$364M
-704
AWRE icon
4571
Aware
AWRE
$29M
-82
AWX icon
4572
Avalon Holdings
AWX
$9.59M
-12
AYTU icon
4573
AYTU BioPharma
AYTU
$23.5M
-1
BAPR icon
4574
Innovator US Equity Buffer ETF April
BAPR
$403M
-129
BCAB icon
4575
BioAtla
BCAB
$6.47M
-4