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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
LVLN
826
State Street SPDR S&P Leveraged Loan ETF
LVLN
$44.4M
$19.7M 0.01%
800,000
PLUG icon
827
Plug Power
PLUG
$3.54B
$19.7M 0.01%
8,714,960
+6,750,186
FMX icon
828
Fomento Económico Mexicano
FMX
$43.9B
$19.6M 0.01%
176,865
-76,485
UI icon
829
Ubiquiti
UI
$31.9B
$19.6M 0.01%
24,807
+14,660
BND icon
830
Vanguard Total Bond Market
BND
$158B
$19.6M 0.01%
266,159
-68,738
NVT icon
831
nVent Electric
NVT
$26.3B
$19.5M 0.01%
164,799
-162,169
EGO icon
832
Eldorado Gold
EGO
$8.17B
$19.5M 0.01%
566,782
+480,212
ABUS icon
833
Arbutus Biopharma
ABUS
$905M
$19.4M 0.01%
4,316,095
+3,959,411
THO icon
834
Thor Industries
THO
$4.1B
$19.4M 0.01%
242,681
+175,335
WWD icon
835
Woodward
WWD
$25.7B
$19.4M 0.01%
54,114
-56,997
FOLD
836
DELISTED
Amicus Therapeutics
FOLD
$19.4M 0.01%
1,338,482
+203,843
ASTS icon
837
AST SpaceMobile
ASTS
$21.3B
$19.2M 0.01%
232,084
+119,008
TMDX icon
838
Transmedics
TMDX
$2.37B
$18.9M 0.01%
190,578
-9,127
SARO
839
StandardAero Inc
SARO
$9.36B
$18.9M 0.01%
730,201
+564,881
APG icon
840
APi Group
APG
$17.8B
$18.7M 0.01%
462,219
-20,701
TRMD icon
841
TORM
TRMD
$2.74B
$18.7M 0.01%
670,371
+454,175
LAMR icon
842
Lamar Advertising Co
LAMR
$15.8B
$18.7M 0.01%
147,639
+66,703
LYFT icon
843
Lyft
LYFT
$5.42B
$18.6M 0.01%
1,400,812
+578,360
WYNN icon
844
Wynn Resorts
WYNN
$10.4B
$18.5M 0.01%
182,470
-62,472
AGCO icon
845
AGCO
AGCO
$8.5B
$18.5M 0.01%
159,876
-73,923
INGR icon
846
Ingredion
INGR
$6.15B
$18.5M 0.01%
164,321
+16,702
BWXT icon
847
BWX Technologies
BWXT
$18.1B
$18.5M 0.01%
90,428
-59,072
KNTK icon
848
Kinetik
KNTK
$3.66B
$18.5M 0.01%
381,757
-92,223
IEF icon
849
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$18.4M 0.01%
192,296
-672,288
ILMN icon
850
Illumina
ILMN
$26.7B
$18.3M 0.01%
148,431
-50,871