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
LIT icon
3176
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$334K ﹤0.01%
8,693
+3,470
MBI icon
3177
MBIA
MBI
$390M
$332K ﹤0.01%
76,521
+31,679
BSET icon
3178
Bassett Furniture
BSET
$128M
$331K ﹤0.01%
21,805
+15,073
BUD icon
3179
AB InBev
BUD
$125B
$331K ﹤0.01%
4,814
-452,062
FENC icon
3180
Fennec Pharmaceuticals
FENC
$219M
$331K ﹤0.01%
40,005
+15,704
CFFI icon
3181
C&F Financial
CFFI
$227M
$330K ﹤0.01%
5,352
+1,300
BBNX
3182
Beta Bionics
BBNX
$1.2B
$330K ﹤0.01%
22,680
+5,255
BPRN icon
3183
Princeton Bancorp
BPRN
$226M
$329K ﹤0.01%
10,763
+3,995
ULH icon
3184
Universal Logistics Holdings
ULH
$373M
$329K ﹤0.01%
12,964
+4,292
VUZI icon
3185
Vuzix
VUZI
$181M
$329K ﹤0.01%
112,537
+112,536
YMAB
3186
DELISTED
Y-mAbs Therapeutics
YMAB
$329K ﹤0.01%
72,842
+26,084
WBTN
3187
WEBTOON Entertainment Inc
WBTN
$1.68B
$329K ﹤0.01%
36,124
-7,501
PANL icon
3188
Pangaea Logistics
PANL
$421M
$328K ﹤0.01%
69,905
+22,135
PINE
3189
Alpine Income Property Trust
PINE
$233M
$327K ﹤0.01%
22,297
+8,357
KOD icon
3190
Kodiak Sciences
KOD
$1.03B
$326K ﹤0.01%
87,416
+21,645
LNKB icon
3191
LINKBANCORP
LNKB
$272M
$326K ﹤0.01%
44,592
+22,223
TRUE icon
3192
TrueCar
TRUE
$205M
$326K ﹤0.01%
171,521
+47,834
HWBK icon
3193
Hawthorn Bancshares
HWBK
$217M
$325K ﹤0.01%
11,166
+10,762
FRGE icon
3194
Forge Global Holdings
FRGE
$606M
$324K ﹤0.01%
17,051
+9,160
NOA
3195
North American Construction
NOA
$397M
$324K ﹤0.01%
20,306
-197
NREF
3196
NexPoint Real Estate Finance
NREF
$249M
$324K ﹤0.01%
23,499
+4,240
SILJ icon
3197
Amplify Junior Silver Miners ETF
SILJ
$2.52B
$324K ﹤0.01%
+21,863
NAMS icon
3198
NewAmsterdam Pharma
NAMS
$4.35B
$323K ﹤0.01%
17,871
+1,986
HGTY icon
3199
Hagerty
HGTY
$1.38B
$321K ﹤0.01%
31,793
-88
NB
3200
NioCorp Developments
NB
$659M
$321K ﹤0.01%
137,672
+90,923