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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
RBLX icon
651
Roblox
RBLX
$34.1B
$33.7M 0.01%
595,352
-81,714
DT icon
652
Dynatrace
DT
$12.6B
$33.7M 0.01%
910,442
-961,578
FIG
653
Figma
FIG
$9.84B
$33.7M 0.01%
1,592,499
+1,482,336
CAR icon
654
Avis
CAR
$5.88B
$33.7M 0.01%
230,723
+98,887
FTAI icon
655
FTAI Aviation
FTAI
$26.7B
$33.5M 0.01%
136,767
+107,226
BBY icon
656
Best Buy
BBY
$16.4B
$33.2M 0.01%
517,350
-178,073
MFC icon
657
Manulife Financial
MFC
$67.1B
$33.1M 0.01%
961,748
-733,239
WIX icon
658
WIX.com
WIX
$1.85B
$33.1M 0.01%
367,166
+197,004
BAP icon
659
Credicorp
BAP
$30.5B
$33M 0.01%
97,366
+21,667
UPST icon
660
Upstart Holdings
UPST
$3.22B
$32.6M 0.01%
1,272,286
+408,184
M icon
661
Macy's
M
$6.83B
$32.6M 0.01%
1,803,788
+1,467,089
AM icon
662
Antero Midstream
AM
$11B
$32.5M 0.01%
1,426,576
+59,436
TENB icon
663
Tenable Holdings
TENB
$3.33B
$32.3M 0.01%
1,907,107
-406,578
INDA icon
664
iShares MSCI India ETF
INDA
$6.92B
$32.2M 0.01%
688,385
-73,592
NBIX icon
665
Neurocrine Biosciences
NBIX
$16.9B
$32.1M 0.01%
243,984
-8,257
PARR icon
666
Par Pacific Holdings
PARR
$2.74B
$32.1M 0.01%
512,637
-198,954
ALLE icon
667
Allegion
ALLE
$12B
$32M 0.01%
220,358
-76,604
RKLB icon
668
Rocket Lab Corp
RKLB
$52.8B
$32M 0.01%
498,209
+15,266
DEC
669
Diversified Energy Company
DEC
$939M
$32M 0.01%
1,833,481
+1,493,134
COKE icon
670
Coca-Cola Consolidated
COKE
$12.5B
$32M 0.01%
166,667
+127,107
TYRA icon
671
Tyra Biosciences
TYRA
$1.9B
$31.9M 0.01%
833,399
+757,090
DNTH icon
672
Dianthus Therapeutics
DNTH
$5.21B
$31.9M 0.01%
379,606
+203,306
GEN icon
673
Gen Digital
GEN
$14.7B
$31.9M 0.01%
1,691,490
-446,068
WH icon
674
Wyndham Hotels & Resorts
WH
$6.54B
$31.8M 0.01%
391,755
+152,140
MAS icon
675
Masco
MAS
$16.1B
$31.8M 0.01%
526,884
-1,097,957