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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
PODD icon
726
Insulet
PODD
$11B
$27M 0.01%
128,512
-97,377
PCTY icon
727
Paylocity
PCTY
$5.69B
$26.8M 0.01%
248,329
+172,567
MTG icon
728
MGIC Investment
MTG
$5.89B
$26.7M 0.01%
1,018,082
+162,995
RS icon
729
Reliance Steel & Aluminium
RS
$19.7B
$26.7M 0.01%
87,803
-68,058
CGGR icon
730
Capital Group Growth ETF
CGGR
$24B
$26.6M 0.01%
661,865
+446,211
BN icon
731
Brookfield
BN
$95.8B
$26.5M 0.01%
654,809
+453,536
GGG icon
732
Graco
GGG
$12.7B
$26.4M 0.01%
312,206
+25,537
MZTI
733
The Marzetti Company
MZTI
$3.18B
$26.3M 0.01%
190,049
+130,903
FRPT icon
734
Freshpet
FRPT
$2.82B
$26.3M 0.01%
445,683
+16,562
TAP icon
735
Molson Coors Class B
TAP
$7.78B
$25.7M 0.01%
597,989
+40,494
FNV icon
736
Franco-Nevada
FNV
$41.5B
$25.7M 0.01%
103,981
-17,941
SEDG icon
737
SolarEdge
SEDG
$3.15B
$25.5M 0.01%
499,114
-45,027
XLI icon
738
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$25.4M 0.01%
156,748
+10,846
AES icon
739
AES
AES
$10.5B
$25.2M 0.01%
1,790,908
-640,343
ZBRA icon
740
Zebra Technologies
ZBRA
$12B
$25.2M 0.01%
120,460
-67,084
PAGP icon
741
Plains GP Holdings
PAGP
$4.7B
$24.9M 0.01%
1,027,282
-193,261
MDB icon
742
MongoDB
MDB
$25.3B
$24.8M 0.01%
101,348
-108,481
ORCL.PRD
743
Oracle Corp Preferred Stock Series D
ORCL.PRD
$24.8M 0.01%
+551,138
HAFN icon
744
Hafnia
HAFN
$3.48B
$24.8M 0.01%
3,257,538
+2,894,079
ROKU icon
745
Roku
ROKU
$20.1B
$24.7M 0.01%
261,387
+134,835
HL icon
746
Hecla Mining
HL
$10.4B
$24.7M 0.01%
1,325,601
-74,865
CM icon
747
Canadian Imperial Bank of Commerce
CM
$104B
$24.7M 0.01%
260,531
+190,744
MHO icon
748
M/I Homes
MHO
$4.17B
$24.7M 0.01%
201,332
+13,448
CSGS
749
DELISTED
CSG Systems International
CSGS
$24.6M 0.01%
308,014
-35,311
NTRA icon
750
Natera
NTRA
$37.5B
$24.4M 0.01%
122,015
-30,893