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
NRC icon
2976
National Research Corp
NRC
$345M
$495K ﹤0.01%
29,435
+6,852
WOW icon
2977
WideOpenWest
WOW
$445M
$491K ﹤0.01%
120,886
+34,861
DBC icon
2978
Invesco DB Commodity Index Tracking Fund
DBC
$1.3B
$490K ﹤0.01%
22,469
-494
RZLV
2979
Rezolve AI
RZLV
$952M
$488K ﹤0.01%
+158,876
KMTS
2980
Kestra Medical Technologies
KMTS
$1.29B
$488K ﹤0.01%
29,459
+21,459
UA icon
2981
Under Armour Class C
UA
$1.84B
$487K ﹤0.01%
74,980
-3,882
CZNC icon
2982
Citizens & Northern Corp
CZNC
$349M
$486K ﹤0.01%
25,663
+9,777
WTBA icon
2983
West Bancorporation
WTBA
$371M
$485K ﹤0.01%
24,736
+8,574
TRMD icon
2984
TORM
TRMD
$2.31B
$483K ﹤0.01%
28,957
-325,793
OS
2985
OneStream Inc
OS
$4.08B
$483K ﹤0.01%
17,067
-5,764
EB icon
2986
Eventbrite
EB
$263M
$481K ﹤0.01%
182,961
+38,926
SVV icon
2987
Savers
SVV
$1.27B
$481K ﹤0.01%
47,295
+15,511
NEWT icon
2988
NewtekOne
NEWT
$290M
$480K ﹤0.01%
42,539
+15,847
TNXP icon
2989
Tonix Pharmaceuticals
TNXP
$187M
$478K ﹤0.01%
+13,299
MNSB icon
2990
MainStreet Bancshares
MNSB
$140M
$476K ﹤0.01%
25,155
+11,251
OSUR icon
2991
OraSure Technologies
OSUR
$166M
$475K ﹤0.01%
158,530
+51,572
ARAY icon
2992
Accuray
ARAY
$118M
$474K ﹤0.01%
346,267
+152,876
SN icon
2993
SharkNinja
SN
$12.4B
$473K ﹤0.01%
4,778
+4,242
HACK icon
2994
Amplify Cybersecurity ETF
HACK
$2.31B
$471K ﹤0.01%
5,456
QSI icon
2995
Quantum-Si Incorporated
QSI
$295M
$469K ﹤0.01%
239,001
+118,113
RBB icon
2996
RBB Bancorp
RBB
$328M
$468K ﹤0.01%
27,206
+10,909
TCMD icon
2997
Tactile Systems Technology
TCMD
$529M
$468K ﹤0.01%
46,220
-13,593
FBLA
2998
FB Bancorp
FBLA
$226M
$468K ﹤0.01%
41,617
+13,617
PKE icon
2999
Park Aerospace
PKE
$383M
$467K ﹤0.01%
31,589
+12,532
API
3000
Agora
API
$308M
$466K ﹤0.01%
122,236
+2,750