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
LFCR icon
3201
Lifecore Biomedical
LFCR
$281M
$299K ﹤0.01%
40,572
-7,203
BNTC icon
3202
Benitec Biopharma
BNTC
$443M
$299K ﹤0.01%
21,283
-5,657
CFFI icon
3203
C&F Financial
CFFI
$223M
$299K ﹤0.01%
4,442
-910
NKTX icon
3204
Nkarta
NKTX
$127M
$298K ﹤0.01%
144,147
-136,165
ASUR icon
3205
Asure Software
ASUR
$216M
$298K ﹤0.01%
36,324
-4,733
UTMD icon
3206
Utah Medical Products
UTMD
$177M
$297K ﹤0.01%
4,711
-772
RCKY icon
3207
Rocky Brands
RCKY
$222M
$296K ﹤0.01%
9,945
-1,868
SVXY icon
3208
ProShares Short VIX Short-Term Futures ETF
SVXY
$210M
$296K ﹤0.01%
5,810
CRML icon
3209
Critical Metals Corp
CRML
$863M
$296K ﹤0.01%
47,578
-130,095
BOOM icon
3210
DMC Global
BOOM
$120M
$296K ﹤0.01%
34,995
-9,208
EHTH icon
3211
eHealth
EHTH
$111M
$296K ﹤0.01%
68,580
+1,052
LNKB icon
3212
LINKBANCORP
LNKB
$278M
$295K ﹤0.01%
41,410
-3,182
DOUG icon
3213
Douglas Elliman
DOUG
$214M
$295K ﹤0.01%
103,163
-21,184
SLS icon
3214
SELLAS Life Sciences
SLS
$205M
$294K ﹤0.01%
182,680
+9,877
OLPX icon
3215
Olaplex Holdings
OLPX
$728M
$293K ﹤0.01%
223,796
-65,560
DDL
3216
Dingdong
DDL
$382M
$292K ﹤0.01%
141,263
JYNT icon
3217
The Joint Corp
JYNT
$124M
$292K ﹤0.01%
30,612
-6,434
USAU icon
3218
US Gold Corp
USAU
$226M
$292K ﹤0.01%
17,696
-1,820
PDYN icon
3219
Palladyne AI
PDYN
$239M
$291K ﹤0.01%
33,926
-18,306
TBRG icon
3220
TruBridge
TBRG
$326M
$291K ﹤0.01%
14,421
-3,161
CLPR
3221
Clipper Realty
CLPR
$58.9M
$290K ﹤0.01%
76,382
-3,791
XAR icon
3222
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.38B
$290K ﹤0.01%
1,235
+150
INR
3223
Infinity Natural Resources
INR
$205M
$290K ﹤0.01%
22,124
-3,155
VERI icon
3224
Veritone
VERI
$387M
$289K ﹤0.01%
60,017
+48,482
CURI icon
3225
CuriosityStream
CURI
$274M
$289K ﹤0.01%
54,567
-1,201