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
BRBS icon
3051
Blue Ridge Bankshares
BRBS
$375M
$402K ﹤0.01%
95,091
-18,533
ESGU icon
3052
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$402K ﹤0.01%
2,762
+2,754
BOC icon
3053
Boston Omaha
BOC
$386M
$402K ﹤0.01%
30,696
-10,350
AURA icon
3054
Aura Biosciences
AURA
$349M
$401K ﹤0.01%
64,932
-3,619
ALDX icon
3055
Aldeyra Therapeutics
ALDX
$315M
$400K ﹤0.01%
76,644
-19,004
YINN icon
3056
Direxion Daily FTSE China Bull 3X Shares
YINN
$887M
$400K ﹤0.01%
7,369
FVCB icon
3057
FVCBankcorp
FVCB
$226M
$400K ﹤0.01%
30,819
-474
DRUG
3058
Bright Minds Biosciences
DRUG
$429M
$399K ﹤0.01%
6,581
-1,812
LPL icon
3059
LG Display
LPL
$4.27B
$399K ﹤0.01%
+76,372
EVC icon
3060
Entravision Communication
EVC
$245M
$398K ﹤0.01%
170,649
-17,766
CAPR icon
3061
Capricor Therapeutics
CAPR
$210M
$397K ﹤0.01%
55,093
-75,818
BRAG
3062
Bragg Gaming Group
BRAG
$53.4M
$396K ﹤0.01%
130,200
+130,000
FUNC icon
3063
First United
FUNC
$250M
$395K ﹤0.01%
10,753
-1,176
JBIO
3064
Jade Biosciences
JBIO
$577M
$395K ﹤0.01%
45,767
-229,063
VEL icon
3065
Velocity Financial
VEL
$736M
$394K ﹤0.01%
21,701
-12,915
HCAT icon
3066
Health Catalyst
HCAT
$196M
$394K ﹤0.01%
138,086
-17,915
BZAI
3067
Blaize Holdings
BZAI
$262M
$392K ﹤0.01%
+113,538
NXE icon
3068
NexGen Energy
NXE
$5.44B
$392K ﹤0.01%
43,761
-99,278
ACIC icon
3069
American Coastal Insurance
ACIC
$578M
$392K ﹤0.01%
34,373
-6,897
CRTO icon
3070
Criteo
CRTO
$1.04B
$391K ﹤0.01%
17,305
+2,213
IRWD icon
3071
Ironwood Pharmaceuticals
IRWD
$540M
$389K ﹤0.01%
297,318
-68,132
SB icon
3072
Safe Bulkers
SB
$500M
$388K ﹤0.01%
87,357
-69,679
NOAH
3073
Noah Holdings
NOAH
$693M
$387K ﹤0.01%
33,348
+25,806
SNWV
3074
SANUWAVE Health Inc
SNWV
$290M
$386K ﹤0.01%
10,304
-39,163
LDI icon
3075
loanDepot
LDI
$672M
$386K ﹤0.01%
125,771
-14,308