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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
GLXY
2076
Galaxy Digital Inc
GLXY
$5.47B
$1.09M ﹤0.01%
59,138
-50,494
AAT
2077
American Assets Trust
AAT
$1.52B
$1.09M ﹤0.01%
59,165
-69,686
BLTE
2078
Belite Bio
BLTE
$6.15B
$1.09M ﹤0.01%
6,822
+2,646
PRK icon
2079
Park National Corp
PRK
$3.29B
$1.08M ﹤0.01%
6,610
-19,790
LTM
2080
LATAM Airlines Group S.A.
LTM
$16.7B
$1.08M ﹤0.01%
21,839
+4,643
MLR icon
2081
Miller Industries
MLR
$597M
$1.08M ﹤0.01%
23,700
-10,519
WGO icon
2082
Winnebago Industries
WGO
$894M
$1.08M ﹤0.01%
34,746
-122,275
LINE
2083
Lineage Inc
LINE
$10.2B
$1.07M ﹤0.01%
32,790
+1,130
WRN
2084
Western Copper and Gold
WRN
$503M
$1.07M ﹤0.01%
+424,000
OBT icon
2085
Orange County Bancorp
OBT
$501M
$1.07M ﹤0.01%
33,498
-19,053
MBWM icon
2086
Mercantile Bank Corp
MBWM
$988M
$1.07M ﹤0.01%
21,200
-21,513
MULL
2087
GraniteShares 2x Long MU Daily ETF
MULL
$58.9M
$1.07M ﹤0.01%
+10,060
BHVN icon
2088
Biohaven
BHVN
$2.24B
$1.06M ﹤0.01%
125,822
-195,024
FBT icon
2089
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.86B
$1.06M ﹤0.01%
+5,288
MCY icon
2090
Mercury Insurance
MCY
$5.93B
$1.06M ﹤0.01%
12,035
-33,736
MRTN icon
2091
Marten Transport
MRTN
$1.43B
$1.06M ﹤0.01%
80,741
-87,146
ASTE icon
2092
Astec Industries
ASTE
$1.4B
$1.06M ﹤0.01%
19,651
-27,227
CRI icon
2093
Carter's
CRI
$1.55B
$1.06M ﹤0.01%
29,555
-30,538
SKYT icon
2094
SkyWater Technology
SKYT
$1.76B
$1.06M ﹤0.01%
38,540
-11,462
HURN icon
2095
Huron Consulting
HURN
$1.55B
$1.06M ﹤0.01%
8,285
-21,857
EXK
2096
Endeavour Silver
EXK
$2.44B
$1.06M ﹤0.01%
113,389
+112,296
CHYM
2097
Chime Financial
CHYM
$7.95B
$1.05M ﹤0.01%
56,309
+42,872
SFST icon
2098
Southern First Bancshares
SFST
$577M
$1.05M ﹤0.01%
19,346
-10,454
AMRX icon
2099
Amneal Pharmaceuticals
AMRX
$5.53B
$1.05M ﹤0.01%
84,615
-276,623
RDW icon
2100
Redwire
RDW
$2.32B
$1.05M ﹤0.01%
123,704
+4,502