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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
ADC icon
801
Agree Realty
ADC
$9.25B
$21.1M 0.01%
280,071
+66,782
MTZ icon
802
MasTec
MTZ
$31.3B
$21.1M 0.01%
65,567
-18,722
TTC icon
803
Toro Company
TTC
$9.22B
$21M 0.01%
224,788
-14,506
GSK icon
804
GSK
GSK
$105B
$21M 0.01%
380,397
+378,438
CPT icon
805
Camden Property Trust
CPT
$11.5B
$21M 0.01%
214,741
-106,605
MTCH icon
806
Match Group
MTCH
$8.67B
$21M 0.01%
682,504
-138,136
LBRDK icon
807
Liberty Broadband Class C
LBRDK
$4.5B
$20.9M 0.01%
416,175
+187,648
ITT icon
808
ITT
ITT
$17.3B
$20.9M 0.01%
109,866
+48,085
FLR icon
809
Fluor
FLR
$7.49B
$20.8M 0.01%
446,156
-137,288
P
810
Everpure Inc
P
$23B
$20.7M 0.01%
351,101
-94,829
FIVE icon
811
Five Below
FIVE
$10.4B
$20.6M 0.01%
90,334
-243,273
VIAV icon
812
Viavi Solutions
VIAV
$11.7B
$20.5M 0.01%
614,627
+263,208
THG icon
813
Hanover Insurance
THG
$7.44B
$20.5M 0.01%
117,980
+33,993
ZION icon
814
Zions Bancorporation
ZION
$10.2B
$20.4M 0.01%
353,345
-173,329
DOCU
815
DocuSign
DOCU
$8.63B
$20.4M 0.01%
429,393
-45,512
PL icon
816
Planet Labs
PL
$9.65B
$20.3M 0.01%
724,711
-629,710
DKNG icon
817
DraftKings
DKNG
$12.8B
$20.2M 0.01%
935,386
+68,425
APAM icon
818
Artisan Partners
APAM
$2.53B
$20.2M 0.01%
554,359
-75,071
CHRD icon
819
Chord Energy
CHRD
$6.56B
$20.2M 0.01%
141,725
-259,975
SPXC icon
820
SPX Corp
SPXC
$11.6B
$20.1M 0.01%
100,578
-14,719
WDFC icon
821
WD-40
WDFC
$3.34B
$20.1M 0.01%
98,333
+31,267
NWS icon
822
News Corp Class B
NWS
$15.6B
$20M 0.01%
702,874
+97,112
VALE icon
823
Vale
VALE
$64.2B
$20M 0.01%
1,258,309
-303,076
FWONK icon
824
Liberty Media Series C
FWONK
$23.1B
$19.9M 0.01%
234,210
+57,649
AGO icon
825
Assured Guaranty
AGO
$3.53B
$19.7M 0.01%
242,239
+91,719