Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

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 Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$2.01B
2 +$1.41B
3 +$978M
4
JPM icon
JPMorgan Chase
JPM
+$714M
5
TSLA icon
Tesla
TSLA
+$626M

Top Sells

1 +$1.68B
2 +$1.41B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$855M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$550M

Sector Composition

1 Technology 34.36%
2 Financials 12.76%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MBX
2826
MBX Biosciences
MBX
$1.11B
$668K ﹤0.01%
58,541
+46,723
XPOF icon
2827
Xponential Fitness
XPOF
$213M
$667K ﹤0.01%
89,041
+21,299
HRTX icon
2828
Heron Therapeutics
HRTX
$202M
$665K ﹤0.01%
321,424
+138,878
NWPX icon
2829
NWPX Infrastructure Inc
NWPX
$549M
$664K ﹤0.01%
16,205
+6,362
OLMA icon
2830
Olema Pharmaceuticals
OLMA
$577M
$664K ﹤0.01%
155,840
+2,736
BBBY
2831
Bed Bath & Beyond
BBBY
$415M
$663K ﹤0.01%
106,186
+53,266
CERT icon
2832
Certara
CERT
$1.33B
$663K ﹤0.01%
56,660
-3,445
FTS icon
2833
Fortis
FTS
$26.4B
$663K ﹤0.01%
13,921
+13,222
CBNK icon
2834
Capital Bancorp
CBNK
$459M
$662K ﹤0.01%
19,718
+10,500
CARE icon
2835
Carter Bankshares
CARE
$387M
$661K ﹤0.01%
38,136
+15,241
NXDR
2836
Nextdoor Holdings
NXDR
$651M
$659K ﹤0.01%
397,643
+183,982
OPFI icon
2837
OppFi
OPFI
$272M
$659K ﹤0.01%
47,098
+26,481
SPLV icon
2838
Invesco S&P 500 Low Volatility ETF
SPLV
$7.75B
$659K ﹤0.01%
9,050
+750
JKS
2839
JinkoSolar
JKS
$1.4B
$655K ﹤0.01%
30,876
-2,614
EBTC
2840
DELISTED
Enterprise Bancorp
EBTC
$654K ﹤0.01%
16,477
+6,545
ATNI icon
2841
ATN International
ATNI
$303M
$653K ﹤0.01%
40,158
+6,309
ETON icon
2842
Eton Pharmaceutcials
ETON
$454M
$652K ﹤0.01%
45,790
+1,129
IMXI icon
2843
International Money Express
IMXI
$449M
$651K ﹤0.01%
64,468
+9,627
MEC icon
2844
Mayville Engineering Co
MEC
$326M
$646K ﹤0.01%
40,502
+10,865
SLP icon
2845
Simulations Plus
SLP
$348M
$645K ﹤0.01%
37,008
+15,393
VEL icon
2846
Velocity Financial
VEL
$714M
$641K ﹤0.01%
34,616
+19,480
NESR
2847
National Energy Services Reunited Corp
NESR
$1.39B
$640K ﹤0.01%
106,234
+69,324
KRMN
2848
Karman Holdings
KRMN
$7.97B
$640K ﹤0.01%
+12,691
AEHR icon
2849
Aehr Test Systems
AEHR
$610M
$638K ﹤0.01%
49,343
+18,536
UONEK icon
2850
Urban One Class D
UONEK
$21.8M
$637K ﹤0.01%
1,000,200
+148,964