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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
$280B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,586
New
Increased
Reduced
Closed

Top Buys

1 +$42.5B
2 +$2.39B
3 +$1.17B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08B
5
JPM icon
JPMorgan Chase
JPM
+$808M

Top Sells

1 +$1.26B
2 +$843M
3 +$674M
4
GPN icon
Global Payments
GPN
+$623M
5
PLTR icon
Palantir
PLTR
+$577M

Sector Composition

1 Technology 26.94%
2 Financials 10.56%
3 Communication Services 8.22%
4 Consumer Discretionary 7.94%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WCN
601
Waste Connections
WCN
$42.7B
$39.8M 0.01%
244,974
+10,029
CROX icon
602
Crocs
CROX
$6.35B
$39.8M 0.01%
478,865
+9,242
TLS icon
603
Telos
TLS
$337M
$39.7M 0.01%
9,463,254
-72,090
IGV icon
604
iShares Expanded Tech-Software Sector ETF
IGV
$13.5B
$39.4M 0.01%
492,239
+416,537
ROIV icon
605
Roivant Sciences
ROIV
$24.5B
$39.2M 0.01%
1,415,848
+576,569
WY icon
606
Weyerhaeuser
WY
$18.2B
$39M 0.01%
1,597,356
-531,411
CNQ icon
607
Canadian Natural Resources
CNQ
$82.4B
$38.9M 0.01%
799,044
-1,585,160
TRMB icon
608
Trimble
TRMB
$11.8B
$38.8M 0.01%
595,260
+54,811
ZBH icon
609
Zimmer Biomet
ZBH
$18B
$38.5M 0.01%
426,256
-31,773
BALL icon
610
Ball Corp
BALL
$16.5B
$38.5M 0.01%
651,680
-9,372
LH icon
611
Labcorp
LH
$22.3B
$38.4M 0.01%
143,744
-57,599
XLF icon
612
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$38.3M 0.01%
775,585
+280,527
DBX icon
613
Dropbox
DBX
$6.22B
$38.3M 0.01%
1,684,806
-531,983
BLDR icon
614
Builders FirstSource
BLDR
$9.59B
$38M 0.01%
461,738
+156,628
BTDR icon
615
Bitdeer Technologies
BTDR
$4.17B
$37.9M 0.01%
4,386,801
-4,612,823
FSM icon
616
Fortuna Silver Mines
FSM
$2.58B
$37.8M 0.01%
3,809,345
+3,526,740
PAAS icon
617
Pan American Silver
PAAS
$19.2B
$37.8M 0.01%
691,086
+397,501
FFIV icon
618
F5
FFIV
$22.3B
$37.5M 0.01%
129,720
-24,646
CRCL
619
Circle Internet Group
CRCL
$18.3B
$37.5M 0.01%
392,843
-82,867
MAA icon
620
Mid-America Apartment Communities
MAA
$16.4B
$37.5M 0.01%
306,681
-18,377
UTHR icon
621
United Therapeutics
UTHR
$23B
$37.4M 0.01%
63,005
-27,920
RVMD icon
622
Revolution Medicines
RVMD
$38.7B
$37.3M 0.01%
383,179
+247,131
CNI icon
623
Canadian National Railway
CNI
$73.1B
$37.2M 0.01%
361,720
+77,575
BRZE icon
624
Braze
BRZE
$2.37B
$37.1M 0.01%
1,573,388
+144,312
MKSI icon
625
MKS Inc
MKSI
$26.2B
$37.1M 0.01%
161,499
-178,819