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
EFXT
3301
Enerflex
EFXT
$1.62B
$255K ﹤0.01%
32,339
+1,107
LAW icon
3302
CS Disco
LAW
$429M
$255K ﹤0.01%
58,224
+27,559
PBFS icon
3303
Pioneer Bancorp
PBFS
$335M
$255K ﹤0.01%
21,220
+7,181
ACU icon
3304
Acme United Corp
ACU
$140M
$254K ﹤0.01%
6,134
+4,242
NEAR icon
3305
iShares Short Maturity Bond ETF
NEAR
$3.57B
$254K ﹤0.01%
4,970
KRO icon
3306
KRONOS Worldwide
KRO
$544M
$253K ﹤0.01%
40,945
+14,275
NXDT
3307
NexPoint Diversified Real Estate Trust
NXDT
$134M
$253K ﹤0.01%
60,611
+24,206
BELFA icon
3308
Bel Fuse Inc Class A
BELFA
$1.56B
$252K ﹤0.01%
2,810
+1,049
EVI icon
3309
EVI Industries
EVI
$283M
$252K ﹤0.01%
11,514
+4,464
SCPH
3310
DELISTED
scPharmaceuticals
SCPH
$252K ﹤0.01%
66,199
+19,586
SMTI icon
3311
Sanara MedTech
SMTI
$192M
$252K ﹤0.01%
8,853
+4,442
SEG
3312
Seaport Entertainment Group
SEG
$277M
$252K ﹤0.01%
13,543
+13,323
BSBR icon
3313
Santander
BSBR
$47.5B
$250K ﹤0.01%
+45,798
MED icon
3314
Medifast
MED
$125M
$250K ﹤0.01%
17,788
+6,991
PLL
3315
DELISTED
Piedmont Lithium
PLL
$249K ﹤0.01%
42,739
+18,344
RMAX icon
3316
RE/MAX Holdings
RMAX
$151M
$249K ﹤0.01%
30,564
+12,527
BNT
3317
Brookfield Wealth Solutions
BNT
$13.2B
$249K ﹤0.01%
6,051
-60
HURC icon
3318
Hurco Companies Inc
HURC
$107M
$248K ﹤0.01%
13,118
+450
PMTS icon
3319
CPI Card Group
PMTS
$151M
$248K ﹤0.01%
10,429
+4,953
SVXY icon
3320
ProShares Short VIX Short-Term Futures ETF
SVXY
$240M
$248K ﹤0.01%
5,810
RCEL icon
3321
Avita Medical
RCEL
$114M
$247K ﹤0.01%
46,559
+17,766
SPGP icon
3322
Invesco S&P 500 GARP ETF
SPGP
$2.61B
$247K ﹤0.01%
2,297
ASIC
3323
Ategrity Specialty Insurance
ASIC
$927M
$247K ﹤0.01%
+11,500
BFIN icon
3324
BankFinancial
BFIN
$142M
$246K ﹤0.01%
21,295
+21,216
DCGO icon
3325
DocGo
DCGO
$102M
$245K ﹤0.01%
156,132
+52,640