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
BRCB
3301
Black Rock Coffee Bar Inc
BRCB
$363M
$242K ﹤0.01%
+10,124
USFR icon
3302
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$241K ﹤0.01%
+4,800
FLXS icon
3303
Flexsteel Industries
FLXS
$211M
$241K ﹤0.01%
5,194
-1,361
BLFY icon
3304
Blue Foundry Bancorp
BLFY
$238M
$241K ﹤0.01%
26,478
-4,573
SAN icon
3305
Banco Santander
SAN
$154B
$241K ﹤0.01%
+22,965
GTE icon
3306
Gran Tierra Energy
GTE
$150M
$240K ﹤0.01%
55,239
+10,979
TMFC icon
3307
Motley Fool 100 Index ETF
TMFC
$1.85B
$239K ﹤0.01%
3,387
FRGE icon
3308
Forge Global Holdings
FRGE
$606M
$239K ﹤0.01%
14,121
-2,930
AOM icon
3309
iShares Core Moderate Allocation ETF
AOM
$1.63B
$238K ﹤0.01%
5,000
KRMD icon
3310
KORU Medical Systems
KRMD
$227M
$237K ﹤0.01%
61,985
-17,134
PBFS icon
3311
Pioneer Bancorp
PBFS
$330M
$237K ﹤0.01%
18,152
-3,068
EVI icon
3312
EVI Industries
EVI
$267M
$236K ﹤0.01%
7,469
-4,045
MYPS icon
3313
PLAYSTUDIOS Inc
MYPS
$74.5M
$236K ﹤0.01%
245,110
-22,346
KINS icon
3314
Kingstone Companies
KINS
$215M
$236K ﹤0.01%
16,047
-4,126
BTMD icon
3315
Biote Corp
BTMD
$77.6M
$235K ﹤0.01%
78,494
-8,572
ACRS icon
3316
Aclaris Therapeutics
ACRS
$298M
$235K ﹤0.01%
123,425
-32,912
MSTU
3317
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$433M
$233K ﹤0.01%
+50,200
ESOA icon
3318
Energy Services of America
ESOA
$144M
$233K ﹤0.01%
22,543
-982
OEF icon
3319
iShares S&P 100 ETF
OEF
$28.6B
$233K ﹤0.01%
700
EXFY icon
3320
Expensify
EXFY
$135M
$232K ﹤0.01%
125,609
-20,406
OPBK icon
3321
OP Bancorp
OPBK
$196M
$231K ﹤0.01%
16,622
-4,216
XLG icon
3322
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$230K ﹤0.01%
4,000
OABI icon
3323
OmniAb
OABI
$268M
$230K ﹤0.01%
143,710
-37,967
EPM icon
3324
Evolution Petroleum
EPM
$132M
$230K ﹤0.01%
47,618
-11,275
WBI
3325
WaterBridge Infrastructure LLC
WBI
$961M
$230K ﹤0.01%
+9,100