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
YSG
2276
Yatsen Holding
YSG
$299M
$738K ﹤0.01%
239,529
-38,348
FSBW icon
2277
FS Bancorp
FSBW
$317M
$738K ﹤0.01%
19,116
-8,919
SION
2278
Sionna Therapeutics
SION
$1.91B
$737K ﹤0.01%
18,385
-29,787
AMWD
2279
DELISTED
American Woodmark
AMWD
$737K ﹤0.01%
18,504
-12,541
PD icon
2280
PagerDuty
PD
$724M
$737K ﹤0.01%
118,682
-646,367
NBP
2281
NovaBridge Biosciences American Depositary Shares
NBP
$212M
$736K ﹤0.01%
299,299
-329,624
AZZ icon
2282
AZZ Inc
AZZ
$4.6B
$736K ﹤0.01%
5,883
-42,094
ZG icon
2283
Zillow
ZG
$7.1B
$736K ﹤0.01%
17,780
-12,436
OIS icon
2284
Oil States International
OIS
$484M
$733K ﹤0.01%
62,995
-125,609
BLKB icon
2285
Blackbaud
BLKB
$1.35B
$733K ﹤0.01%
18,976
-68,308
TSBK icon
2286
Timberland Bancorp
TSBK
$345M
$731K ﹤0.01%
18,545
-12,246
TGB
2287
Taseko Mines
TGB
$2.29B
$731K ﹤0.01%
113,339
-17,693
ERAS icon
2288
Erasca
ERAS
$4.99B
$729K ﹤0.01%
45,079
-357,717
EBMT icon
2289
Eagle Bancorp Montana
EBMT
$189M
$729K ﹤0.01%
35,436
-10,336
CC icon
2290
Chemours
CC
$2.96B
$726K ﹤0.01%
32,956
-202,000
RDNT icon
2291
RadNet
RDNT
$4.65B
$724K ﹤0.01%
12,962
-93,535
APC
2292
ARKO Petroleum
APC
$885M
$720K ﹤0.01%
+40,273
DCOM icon
2293
Dime Commercial Bancshares
DCOM
$1.76B
$720K ﹤0.01%
21,297
-51,553
NATR icon
2294
Nature's Sunshine
NATR
$369M
$719K ﹤0.01%
29,990
-34,619
LSPD icon
2295
Lightspeed Commerce
LSPD
$1.42B
$719K ﹤0.01%
80,201
-6,696
CFBK icon
2296
CF Bankshares
CFBK
$204M
$715K ﹤0.01%
25,613
-11,262
GABC icon
2297
German American Bancorp
GABC
$1.78B
$715K ﹤0.01%
17,102
-43,377
FWONA icon
2298
Liberty Media Series A
FWONA
$21.5B
$713K ﹤0.01%
9,138
-498
BDN
2299
Brandywine Realty Trust
BDN
$561M
$713K ﹤0.01%
263,207
-173,904
GRNT icon
2300
Granite Ridge Resources
GRNT
$587M
$712K ﹤0.01%
121,271
+21,030