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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
PINS icon
626
Pinterest
PINS
$11.7B
$36.6M 0.01%
1,994,980
+1,022,148
STE icon
627
Steris
STE
$21B
$36.4M 0.01%
164,559
-1,620
USMV icon
628
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$36.3M 0.01%
391,430
-138,229
UUUU icon
629
Energy Fuels
UUUU
$3.65B
$36.1M 0.01%
1,979,106
+365,586
SF
630
Stifel
SF
$10.6B
$36M 0.01%
487,652
+303,611
HP icon
631
Helmerich & Payne
HP
$3.38B
$35.8M 0.01%
994,946
+839,085
CLX icon
632
Clorox
CLX
$11.8B
$35.8M 0.01%
345,801
+47,083
USFD icon
633
US Foods
USFD
$21.6B
$35.8M 0.01%
388,528
+182,975
LAD icon
634
Lithia Motors
LAD
$6.66B
$35.5M 0.01%
142,117
+106,397
KGC icon
635
Kinross Gold
KGC
$29B
$35.4M 0.01%
1,159,436
+16,934
AYI icon
636
Acuity Brands
AYI
$10.9B
$35.4M 0.01%
126,272
+100,240
TERN
637
DELISTED
Terns Pharmaceuticals
TERN
$35.3M 0.01%
669,601
+498,415
HRB icon
638
H&R Block
HRB
$4.72B
$35.2M 0.01%
1,108,222
+326,525
MTH icon
639
Meritage Homes
MTH
$5.68B
$35M 0.01%
566,532
-75,068
SOLS
640
Solstice Advanced Materials
SOLS
$13.1B
$35M 0.01%
459,419
+89,404
CDW icon
641
CDW
CDW
$17B
$35M 0.01%
288,910
+48,527
MUR icon
642
Murphy Oil
MUR
$4.96B
$34.9M 0.01%
847,086
-56,484
OKTA icon
643
Okta
OKTA
$21.6B
$34.8M 0.01%
442,263
-93,131
KGS icon
644
Kodiak Gas Services
KGS
$7.7B
$34.8M 0.01%
596,542
+456,860
INCY icon
645
Incyte
INCY
$22.7B
$34.6M 0.01%
367,095
-24,724
RPRX icon
646
Royalty Pharma
RPRX
$24.9B
$34.5M 0.01%
718,615
+176,551
MGA icon
647
Magna International
MGA
$17.6B
$34.4M 0.01%
615,943
+327,341
UDR icon
648
UDR
UDR
$13B
$34.4M 0.01%
1,017,421
+202,773
BIDU icon
649
Baidu
BIDU
$35.5B
$34.1M 0.01%
306,043
-70,882
RY icon
650
Royal Bank of Canada
RY
$282B
$33.9M 0.01%
209,404
-59,628