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
CATX icon
3226
Perspective Therapeutics
CATX
$161M
$288K ﹤0.01%
83,855
-19,426
AAXJ icon
3227
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.12B
$288K ﹤0.01%
3,152
LZM icon
3228
Lifezone Metals
LZM
$318M
$287K ﹤0.01%
52,431
-11,584
OMDA
3229
Omada Health Inc
OMDA
$1.05B
$287K ﹤0.01%
12,962
+7,662
TASK icon
3230
TaskUs
TASK
$1.02B
$287K ﹤0.01%
16,053
-4,884
VUZI icon
3231
Vuzix
VUZI
$187M
$286K ﹤0.01%
91,483
-21,054
FHTX icon
3232
Foghorn Therapeutics
FHTX
$258M
$286K ﹤0.01%
58,486
-12,328
KNSA icon
3233
Kiniksa Pharmaceuticals
KNSA
$3.18B
$286K ﹤0.01%
7,353
-4,699
BSET icon
3234
Bassett Furniture
BSET
$132M
$285K ﹤0.01%
18,210
-3,595
PVBC
3235
DELISTED
Provident Bancorp
PVBC
$283K ﹤0.01%
22,586
-4,365
CMT icon
3236
Core Molding Technologies
CMT
$159M
$283K ﹤0.01%
13,753
-2,283
TECX
3237
Tectonic Therapeutic
TECX
$398M
$282K ﹤0.01%
17,976
-3,915
TRUE icon
3238
TrueCar
TRUE
$187M
$281K ﹤0.01%
152,656
-18,865
COE
3239
51Talk Online Education Group
COE
$247M
$279K ﹤0.01%
6,308
WBA
3240
DELISTED
Walgreens Boots Alliance
WBA
$279K ﹤0.01%
23,279
-3,143,679
RCMT icon
3241
RCM Technologies
RCMT
$148M
$279K ﹤0.01%
10,501
-1,625
EVEX icon
3242
Eve Holding
EVEX
$1.3B
$278K ﹤0.01%
73,052
-28,926
NKSH icon
3243
National Bankshares
NKSH
$185M
$277K ﹤0.01%
9,419
-953
SEVN
3244
Seven Hills Realty Trust
SEVN
$134M
$276K ﹤0.01%
26,812
+230
NIU
3245
Niu Technologies
NIU
$285M
$276K ﹤0.01%
58,846
TSQ icon
3246
Townsquare Media
TSQ
$75.6M
$275K ﹤0.01%
40,968
+7,293
HBB icon
3247
Hamilton Beach Brands
HBB
$213M
$274K ﹤0.01%
19,100
-2,773
VOXR
3248
Vox Royalty Corp
VOXR
$299M
$274K ﹤0.01%
63,791
-10,738
XMAY
3249
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
XMAY
$21.6M
$272K ﹤0.01%
7,957
+4,939
PINE
3250
Alpine Income Property Trust
PINE
$241M
$272K ﹤0.01%
19,170
-3,127