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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VV icon
2851
Vanguard Large-Cap ETF
VV
$46.8B
$585K ﹤0.01%
+1,900
ERAS icon
2852
Erasca
ERAS
$871M
$585K ﹤0.01%
268,252
-55,228
TCMD icon
2853
Tactile Systems Technology
TCMD
$582M
$584K ﹤0.01%
42,198
-4,022
DHIL icon
2854
Diamond Hill
DHIL
$316M
$582K ﹤0.01%
4,157
-887
ATNI icon
2855
ATN International
ATNI
$312M
$582K ﹤0.01%
38,846
-1,312
SBDS
2856
Solo Brands Inc
SBDS
$12.9M
$579K ﹤0.01%
+38,297
KODK icon
2857
Kodak
KODK
$730M
$578K ﹤0.01%
90,212
-16,616
FDBC icon
2858
Fidelity D&D Bancorp
FDBC
$257M
$576K ﹤0.01%
13,151
-534
VOYG
2859
Voyager Technologies
VOYG
$1.22B
$576K ﹤0.01%
+19,344
CZWI icon
2860
Citizens Community Bancorp
CZWI
$163M
$575K ﹤0.01%
35,754
+16,309
CTKB icon
2861
Cytek Biosciences
CTKB
$747M
$575K ﹤0.01%
165,572
-222,336
VIGI icon
2862
Vanguard International Dividend Appreciation ETF
VIGI
$8.85B
$574K ﹤0.01%
6,410
-1,010
GMRE
2863
Global Medical REIT
GMRE
$426M
$574K ﹤0.01%
17,020
-10,305
BYND icon
2864
Beyond Meat
BYND
$389M
$572K ﹤0.01%
302,840
-78,958
TALK icon
2865
Talkspace
TALK
$555M
$569K ﹤0.01%
206,329
-8,526
TLK icon
2866
Telkom Indonesia
TLK
$22B
$569K ﹤0.01%
+30,233
DDD icon
2867
3D Systems Corp
DDD
$263M
$567K ﹤0.01%
195,497
-32,411
SEPN
2868
Septerna Inc
SEPN
$1.28B
$566K ﹤0.01%
30,102
-5,604
FSTR icon
2869
Foster
FSTR
$277M
$566K ﹤0.01%
21,004
-2,909
HTFL
2870
Heartflow Inc
HTFL
$2.63B
$563K ﹤0.01%
+16,718
SONY icon
2871
Sony
SONY
$171B
$562K ﹤0.01%
19,506
-1,694
SPLV icon
2872
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$561K ﹤0.01%
7,630
-1,420
DC icon
2873
Dakota Gold
DC
$468M
$560K ﹤0.01%
123,179
-27,738
LLYVK icon
2874
Liberty Live Group Series C
LLYVK
$7.24B
$560K ﹤0.01%
5,776
-9,508
WEAV icon
2875
Weave Communications
WEAV
$467M
$558K ﹤0.01%
83,484
-49,395