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
TBI
2951
Trueblue
TBI
$142M
$488K ﹤0.01%
79,637
-15,214
RCKT icon
2952
Rocket Pharmaceuticals
RCKT
$328M
$487K ﹤0.01%
149,393
-25,045
LBRX
2953
LB Pharmaceuticals
LBRX
$410M
$487K ﹤0.01%
+30,839
SWIM icon
2954
Latham Group
SWIM
$813M
$486K ﹤0.01%
63,805
-22,685
OM icon
2955
Outset Medical
OM
$78.6M
$485K ﹤0.01%
34,326
+2,026
SOXL icon
2956
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$11.9B
$484K ﹤0.01%
13,900
-3,801
HNST icon
2957
The Honest Company
HNST
$294M
$484K ﹤0.01%
131,454
-33,523
GLRE icon
2958
Greenlight Captial
GLRE
$440M
$482K ﹤0.01%
37,972
-5,504
VLGEA icon
2959
Village Super Market
VLGEA
$497M
$481K ﹤0.01%
12,881
-2,419
EWJ icon
2960
iShares MSCI Japan ETF
EWJ
$15.6B
$481K ﹤0.01%
5,996
-5,849
CHRS icon
2961
Coherus Oncology
CHRS
$155M
$481K ﹤0.01%
293,192
-4,500
MRVI icon
2962
Maravai LifeSciences
MRVI
$534M
$480K ﹤0.01%
167,224
-47,661
MBI icon
2963
MBIA
MBI
$380M
$479K ﹤0.01%
64,333
-12,188
UBFO icon
2964
United Security Bancshares
UBFO
$174M
$478K ﹤0.01%
51,250
-9,206
NATH icon
2965
Nathan's Famous
NATH
$380M
$477K ﹤0.01%
4,307
-1,052
IVVD icon
2966
Invivyd
IVVD
$665M
$477K ﹤0.01%
433,510
+400,000
TSSI
2967
TSS Inc
TSSI
$239M
$476K ﹤0.01%
26,296
-5,814
IPI icon
2968
Intrepid Potash
IPI
$332M
$476K ﹤0.01%
15,563
-2,236
BEKE icon
2969
KE Holdings
BEKE
$20.2B
$476K ﹤0.01%
25,041
-372,924
OPRX icon
2970
OptimizeRx
OPRX
$285M
$474K ﹤0.01%
23,124
-7,493
DSGX icon
2971
Descartes Systems
DSGX
$6.95B
$474K ﹤0.01%
5,030
+2,095
HACK icon
2972
Amplify Cybersecurity ETF
HACK
$2.21B
$474K ﹤0.01%
5,456
TRC icon
2973
Tejon Ranch
TRC
$423M
$473K ﹤0.01%
29,621
-5,392
MYFW icon
2974
First Western Financial
MYFW
$227M
$473K ﹤0.01%
20,544
-2,413
WSBF icon
2975
Waterstone Financial
WSBF
$286M
$471K ﹤0.01%
30,174
-8,356