Barclays Portfolio holdings
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.
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
+$1B |
| 2 |
Tesla
TSLA
|
+$697M |
| 3 |
Microsoft
MSFT
|
+$447M |
| 4 |
Accenture
ACN
|
+$439M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$421M |
Top Sells
| 1 |
CRH
CRH
|
+$2.27B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.01B |
| 3 |
Texas Instruments
TXN
|
+$1.97B |
| 4 |
Starbucks
SBUX
|
+$1.61B |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$1.07B |
Sector Composition
| 1 | Technology | 32.41% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.72% |
| 4 | Healthcare | 9.02% |
| 5 | Communication Services | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3076
First Western Financial
MYFW
$228M
| $353K | ﹤0.01% |
17,583
+9,309
| +113% | +$187K |
|
|
PWOD
3077
DELISTED
Penns Woods Bancorp
PWOD
| $353K | ﹤0.01% |
14,880
+2,398
| +19% | +$56.9K |
|
3078
Personalis
PSNL
$519M
| $352K | ﹤0.01% |
65,468
+20,444
| +45% | +$110K |
|
3079
Entravision Communication
EVC
$226M
| $351K | ﹤0.01% |
169,068
+63,699
| +60% | +$132K |
|
3080
Radware
RDWR
$1.1B
| $350K | ﹤0.01% |
15,743
+9,112
| +137% | +$203K |
|
3081
Abeona Therapeutics
ABEO
$330M
| $348K | ﹤0.01% |
55,000
-21,394
| -28% | -$135K |
|
3082
DMC Global
BOOM
$145M
| $347K | ﹤0.01% |
26,741
+19,901
| +291% | +$258K |
|
3083
Citizens Financial Services
CZFS
$311M
| $347K | ﹤0.01% |
5,983
+4,434
| +286% | +$257K |
|
3084
Duluth Holdings
DLTH
$133M
| $347K | ﹤0.01% |
92,318
+46,527
| +102% | +$175K |
|
3085
HighPeak Energy
HPK
$899M
| $346K | ﹤0.01% |
24,911
+19,333
| +347% | +$269K |
|
3086
BARK
BARK
$150M
| $345K | ﹤0.01% |
211,446
+125,756
| +147% | +$205K |
|
|
PSTX
3087
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $345K | ﹤0.01% |
120,464
+68,688
| +133% | +$197K |
|
3088
Aviat Networks
AVNW
$306M
| $344K | ﹤0.01% |
15,928
+11,926
| +298% | +$258K |
|
3089
Intrepid Potash
IPI
$389M
| $344K | ﹤0.01% |
14,350
+10,599
| +283% | +$254K |
|
3090
Sprott Copper Miners ETF
COPP
$36.5M
| $344K | ﹤0.01% |
13,250
| – | – |
|
|
NVRO
3091
DELISTED
NEVRO CORP.
NVRO
| $344K | ﹤0.01% |
61,496
-88,518
| -59% | -$495K |
|
3092
Mama's Creations
MAMA
$381M
| $343K | ﹤0.01% |
47,055
+12,213
| +35% | +$89K |
|
|
REFI
3093
Chicago Atlantic Real Estate Finance
REFI
$279M
| $343K | ﹤0.01% |
22,143
+16,189
| +272% | +$251K |
|
3094
Superior Group of Companies
SGC
$188M
| $343K | ﹤0.01% |
22,181
+7,925
| +56% | +$123K |
|
3095
Sun Life Financial
SLF
$33.2B
| $343K | ﹤0.01% |
5,907
+2,244
| +61% | +$130K |
|
3096
Tile Shop Holdings
TTSH
$273M
| $343K | ﹤0.01% |
52,039
+28,608
| +122% | +$189K |
|
3097
Kyverna Therapeutics
KYTX
$170M
| $343K | ﹤0.01% |
70,167
+12,418
| +22% | +$60.7K |
|
3098
iShares Global Consumer Staples ETF
KXI
$860M
| $342K | ﹤0.01% |
5,200
| – | – |
|
3099
Amplify Energy
AMPY
$160M
| $341K | ﹤0.01% |
52,159
+38,151
| +272% | +$249K |
|
3100
Biglari Holdings Class B
BH
$943M
| $340K | ﹤0.01% |
1,974
+869
| +79% | +$150K |
|