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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
PACS icon
2426
PACS Group
PACS
$6.63B
$587K ﹤0.01%
18,271
-51,831
TRTX
2427
TPG RE Finance Trust
TRTX
$654M
$587K ﹤0.01%
75,122
-71,837
HNRG icon
2428
Hallador Energy
HNRG
$826M
$582K ﹤0.01%
35,750
-65,745
OVLY icon
2429
Oak Valley Bancorp
OVLY
$283M
$580K ﹤0.01%
17,879
-10,715
GDXJ icon
2430
VanEck Junior Gold Miners ETF
GDXJ
$7.2B
$579K ﹤0.01%
4,827
+1,332
CALX icon
2431
Calix
CALX
$2.27B
$579K ﹤0.01%
11,819
-86,503
ZBIO
2432
Zenas BioPharma
ZBIO
$1.63B
$579K ﹤0.01%
29,610
-4,767
VIST icon
2433
Vista Energy
VIST
$7.2B
$579K ﹤0.01%
7,667
-56,626
ODC icon
2434
Oil-Dri
ODC
$1.47B
$578K ﹤0.01%
8,887
-14,369
SBFG icon
2435
SB Financial Group
SBFG
$155M
$578K ﹤0.01%
27,537
-6,516
BCH icon
2436
Banco de Chile
BCH
$19.7B
$576K ﹤0.01%
15,561
-8,795
MATV icon
2437
Mativ Holdings
MATV
$451M
$576K ﹤0.01%
66,207
-86,240
NUS icon
2438
Nu Skin
NUS
$256M
$574K ﹤0.01%
78,860
-62,376
CTNM
2439
Contineum Therapeutics
CTNM
$531M
$574K ﹤0.01%
43,958
-15,549
BLFS icon
2440
BioLife Solutions
BLFS
$1.4B
$574K ﹤0.01%
30,065
-34,029
BCAX
2441
Bicara Therapeutics
BCAX
$1.77B
$573K ﹤0.01%
28,823
-74,418
INSW icon
2442
International Seaways
INSW
$3.94B
$573K ﹤0.01%
7,862
-54,875
UTI icon
2443
Universal Technical Institute
UTI
$2.29B
$573K ﹤0.01%
15,870
-254,839
CZWI icon
2444
Citizens Community Bancorp
CZWI
$227M
$572K ﹤0.01%
28,887
-8,190
LZ icon
2445
LegalZoom.com
LZ
$1.04B
$571K ﹤0.01%
100,789
-160,188
KVHI icon
2446
KVH Industries
KVHI
$182M
$571K ﹤0.01%
63,703
+216
DMRA
2447
Damora Therapeutics
DMRA
$1.56B
$571K ﹤0.01%
+22,034
DX
2448
Dynex Capital
DX
$2.83B
$570K ﹤0.01%
44,691
-248,946
AIOT
2449
PowerFleet Inc
AIOT
$502M
$570K ﹤0.01%
185,095
-144,679
LADR
2450
Ladder Capital
LADR
$1.33B
$569K ﹤0.01%
58,242
-225,318