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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
WHD icon
2376
Cactus
WHD
$3.61B
$634K ﹤0.01%
13,380
-94,786
XRX icon
2377
Xerox
XRX
$433M
$629K ﹤0.01%
487,699
+131,598
PUBM icon
2378
PubMatic
PUBM
$588M
$629K ﹤0.01%
76,906
-49,283
DIOD icon
2379
Diodes
DIOD
$4.78B
$629K ﹤0.01%
9,210
-62,369
MTW icon
2380
Manitowoc
MTW
$515M
$626K ﹤0.01%
53,753
-53,031
ARX
2381
Accelerant Holdings
ARX
$3B
$624K ﹤0.01%
46,693
+36,318
NMRK icon
2382
Newmark Group
NMRK
$2.71B
$623K ﹤0.01%
41,592
-191,672
BOW
2383
Bowhead Specialty Holdings
BOW
$978M
$623K ﹤0.01%
27,783
-22,399
GIL icon
2384
Gildan
GIL
$9.78B
$622K ﹤0.01%
11,184
-16,579
LILA icon
2385
Liberty Latin America Class A
LILA
$1.44B
$622K ﹤0.01%
72,007
-59,422
CARG icon
2386
CarGurus
CARG
$2.98B
$622K ﹤0.01%
18,261
-123,070
AEBI
2387
Aebi Schmidt Holding AG
AEBI
$1.01B
$622K ﹤0.01%
64,022
-42,765
GSAT icon
2388
Globalstar
GSAT
$10.3B
$621K ﹤0.01%
9,357
-72,409
LCTX icon
2389
Lineage Cell Therapeutics
LCTX
$319M
$621K ﹤0.01%
393,309
+44,799
SRI icon
2390
Stoneridge
SRI
$207M
$620K ﹤0.01%
128,295
+37,088
RLMD icon
2391
Relmada Therapeutics
RLMD
$702M
$619K ﹤0.01%
88,953
+28,953
ACAD icon
2392
Acadia Pharmaceuticals
ACAD
$4.34B
$619K ﹤0.01%
27,803
-340,501
UBFO
2393
DELISTED
United Security Bancshares
UBFO
$618K ﹤0.01%
58,822
-8,433
TXG icon
2394
10x Genomics
TXG
$4.67B
$618K ﹤0.01%
29,098
-288,884
APEI icon
2395
American Public Education
APEI
$1,000M
$616K ﹤0.01%
10,833
-23,515
USNA icon
2396
Usana Health Sciences
USNA
$382M
$616K ﹤0.01%
35,241
-14,030
ARCB icon
2397
ArcBest
ARCB
$3.26B
$613K ﹤0.01%
6,232
-32,855
BV icon
2398
BrightView Holdings
BV
$1.36B
$612K ﹤0.01%
51,875
-103,871
AEXA
2399
American Exceptionalism Acquisition Corp
AEXA
$566M
$611K ﹤0.01%
+56,460
VERI icon
2400
Veritone
VERI
$126M
$611K ﹤0.01%
309,977
+43,935