We are live on ! Find out more
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
YB
2101
Yuanbao Inc
YB
$700M
$1.05M ﹤0.01%
59,464
+17,476
IMO icon
2102
Imperial Oil
IMO
$54.8B
$1.04M ﹤0.01%
7,980
-43
SNN icon
2103
Smith & Nephew
SNN
$12.8B
$1.04M ﹤0.01%
32,655
-4,964
SD icon
2104
SandRidge Energy
SD
$508M
$1.04M ﹤0.01%
63,593
-51,025
CSW
2105
CSW Industrials
CSW
$4.43B
$1.03M ﹤0.01%
3,970
-21,459
LEN.B icon
2106
Lennar Class B
LEN.B
$21.9B
$1.03M ﹤0.01%
12,292
+2,639
BRSL
2107
Brightstar Lottery PLC
BRSL
$2B
$1.03M ﹤0.01%
81,047
-135,614
BNED icon
2108
Barnes & Noble Education
BNED
$464M
$1.03M ﹤0.01%
116,839
+68,546
ASC icon
2109
Ardmore Shipping
ASC
$588M
$1.03M ﹤0.01%
67,404
-41,799
EPAC icon
2110
Enerpac Tool Group
EPAC
$1.83B
$1.03M ﹤0.01%
28,182
-75,671
ACWX icon
2111
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$1.03M ﹤0.01%
+15,000
IMKTA icon
2112
Ingles Markets
IMKTA
$1.68B
$1.02M ﹤0.01%
11,326
-17,237
LUNR icon
2113
Intuitive Machines
LUNR
$3.35B
$1.02M ﹤0.01%
54,839
-129,494
PAY icon
2114
Paymentus
PAY
$3.01B
$1.02M ﹤0.01%
40,015
+40,000
FTDR icon
2115
Frontdoor
FTDR
$5.33B
$1.02M ﹤0.01%
19,208
-187,680
GRPN icon
2116
Groupon
GRPN
$898M
$1.01M ﹤0.01%
85,256
+7,480
HLX icon
2117
Helix Energy Solutions
HLX
$1.28B
$1.01M ﹤0.01%
102,425
-191,190
PAGS icon
2118
PagSeguro Digital
PAGS
$2.53B
$1.01M ﹤0.01%
101,042
-222,097
FIGR
2119
Figure Technology Solutions
FIGR
$6B
$1.01M ﹤0.01%
29,795
-10,181
ZURA icon
2120
Zura Bio
ZURA
$533M
$1.01M ﹤0.01%
169,833
+121,172
ESQ icon
2121
Esquire Financial Holdings
ESQ
$1.03B
$1.01M ﹤0.01%
9,386
-7,909
GOSS icon
2122
Gossamer Bio
GOSS
$79.6M
$1.01M ﹤0.01%
3,065,806
+2,489,273
TIMB icon
2123
TIM SA
TIMB
$10.3B
$1M ﹤0.01%
37,904
-3,245
MOV icon
2124
Movado Group
MOV
$874M
$1M ﹤0.01%
41,021
-18,036
LYG icon
2125
Lloyds Banking Group
LYG
$83.8B
$1M ﹤0.01%
199,119
+94,419