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
FINV
3251
FinVolution Group
FINV
$1.52B
$286K ﹤0.01%
30,163
+23,026
RCMT icon
3252
RCM Technologies
RCMT
$140M
$286K ﹤0.01%
12,126
+7,373
DDL
3253
Dingdong
DDL
$369M
$285K ﹤0.01%
+141,263
KRMD icon
3254
KORU Medical Systems
KRMD
$202M
$284K ﹤0.01%
79,119
+78,980
PRME icon
3255
Prime Medicine
PRME
$608M
$284K ﹤0.01%
114,802
+43,378
ARQ icon
3256
Arq
ARQ
$151M
$284K ﹤0.01%
52,831
+23,666
QUAD icon
3257
Quad
QUAD
$287M
$283K ﹤0.01%
50,173
+17,566
NKSH icon
3258
National Bankshares
NKSH
$191M
$282K ﹤0.01%
10,372
+4,597
EPM icon
3259
Evolution Petroleum
EPM
$148M
$277K ﹤0.01%
58,893
+24,638
RR icon
3260
Richtech Robotics
RR
$647M
$277K ﹤0.01%
+142,117
SGOL icon
3261
abrdn Physical Gold Shares ETF
SGOL
$6.61B
$277K ﹤0.01%
8,792
-11,038
ELDN icon
3262
Eledon Pharmaceuticals
ELDN
$105M
$276K ﹤0.01%
101,878
+31,878
WTI icon
3263
W&T Offshore
WTI
$286M
$276K ﹤0.01%
167,740
+60,608
BCBP icon
3264
BCB Bancorp
BCBP
$132M
$275K ﹤0.01%
32,686
+8,719
FXNC icon
3265
First National Corp
FXNC
$218M
$275K ﹤0.01%
14,142
+14,067
OPOF
3266
DELISTED
Old Point Financial
OPOF
$275K ﹤0.01%
+7,030
JOUT icon
3267
Johnson Outdoors
JOUT
$399M
$274K ﹤0.01%
9,052
+4,263
VNQ icon
3268
Vanguard Real Estate ETF
VNQ
$33.5B
$274K ﹤0.01%
3,077
+2,102
PVLA
3269
Palvella Therapeutics
PVLA
$991M
$274K ﹤0.01%
12,179
+12,116
MDWD icon
3270
MediWound
MDWD
$236M
$272K ﹤0.01%
14,053
+3,926
BXSL icon
3271
Blackstone Secured Lending
BXSL
$6.16B
$271K ﹤0.01%
8,800
FCAP icon
3272
First Capital
FCAP
$151M
$271K ﹤0.01%
6,550
+6,332
SLDE
3273
Slide Insurance Holdings
SLDE
$2.08B
$271K ﹤0.01%
+12,500
IGM icon
3274
iShares Expanded Tech Sector ETF
IGM
$9.57B
$270K ﹤0.01%
2,400
NGNE icon
3275
Neurogene
NGNE
$325M
$270K ﹤0.01%
18,011
+3,782