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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
MNTK icon
2026
Montauk Renewables
MNTK
$222M
$1.19M ﹤0.01%
1,038,917
+929,541
QNST icon
2027
QuinStreet
QNST
$836M
$1.19M ﹤0.01%
99,271
-82,601
CBZ icon
2028
CBIZ
CBZ
$1.73B
$1.19M ﹤0.01%
44,383
-49,780
AXIA.PRC
2029
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$24.4B
$1.19M ﹤0.01%
108,920
-2,483
ZTO icon
2030
ZTO Express
ZTO
$16.9B
$1.19M ﹤0.01%
47,254
-40,908
CENT icon
2031
Central Garden & Pet Co
CENT
$2.79B
$1.19M ﹤0.01%
32,311
-11,209
KYMR icon
2032
Kymera Therapeutics
KYMR
$8.99B
$1.19M ﹤0.01%
14,247
-126,260
UE icon
2033
Urban Edge Properties
UE
$2.92B
$1.19M ﹤0.01%
59,341
-187,412
AESI icon
2034
Atlas Energy Solutions
AESI
$2.09B
$1.18M ﹤0.01%
89,768
-31,245
KYTX icon
2035
Kyverna Therapeutics
KYTX
$534M
$1.18M ﹤0.01%
136,375
-28,293
SNDX icon
2036
Syndax Pharmaceuticals
SNDX
$1.93B
$1.18M ﹤0.01%
50,323
-264,349
WTM icon
2037
White Mountains Insurance
WTM
$5.18B
$1.18M ﹤0.01%
535
-24
WAY
2038
Waystar Holding Corp
WAY
$3.83B
$1.17M ﹤0.01%
48,627
-128,621
HTH icon
2039
Hilltop Holdings
HTH
$2.29B
$1.17M ﹤0.01%
32,701
-53,976
ALHC icon
2040
Alignment Healthcare
ALHC
$4.81B
$1.17M ﹤0.01%
66,476
-603,057
GNW icon
2041
Genworth Financial
GNW
$3.65B
$1.17M ﹤0.01%
144,225
-508,541
CBRL icon
2042
Cracker Barrel
CBRL
$1.21B
$1.17M ﹤0.01%
41,636
+6,980
CIBR icon
2043
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.6B
$1.17M ﹤0.01%
18,652
+3,860
LKFN icon
2044
Lakeland Financial Corp
LKFN
$1.52B
$1.17M ﹤0.01%
20,358
-25,696
THR
2045
DELISTED
Thermon Group Holdings
THR
$1.17M ﹤0.01%
23,173
-38,675
CBAN icon
2046
Colony Bankcorp
CBAN
$429M
$1.16M ﹤0.01%
58,201
-13,875
CNMD icon
2047
CONMED
CNMD
$1.04B
$1.16M ﹤0.01%
32,730
-87,475
BANF icon
2048
BancFirst
BANF
$3.77B
$1.15M ﹤0.01%
10,627
-29,165
MMI icon
2049
Marcus & Millichap
MMI
$1.18B
$1.15M ﹤0.01%
43,209
-35,141
MUU
2050
Direxion Daily MU Bull 2X ETF
MUU
$8.26B
$1.14M ﹤0.01%
+9,510