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
LRMR icon
3326
Larimar Therapeutics
LRMR
$282M
$245K ﹤0.01%
84,860
+30,601
RNW icon
3327
ReNew
RNW
$2.68B
$245K ﹤0.01%
35,440
+20,667
TOPT
3328
iShares Top 20 U.S. Stocks ETF
TOPT
$333M
$245K ﹤0.01%
8,986
INBX icon
3329
Inhibrx
INBX
$1.15B
$244K ﹤0.01%
17,164
+3,881
LB
3330
LandBridge Co
LB
$1.89B
$243K ﹤0.01%
3,585
+433
CPA icon
3331
Copa Holdings
CPA
$5.14B
$242K ﹤0.01%
+2,200
OFLX icon
3332
Omega Flex
OFLX
$283M
$242K ﹤0.01%
7,481
+2,522
SBFG icon
3333
SB Financial Group
SBFG
$128M
$241K ﹤0.01%
12,644
+12,304
KRP icon
3334
Kimbell Royalty Partners
KRP
$1.29B
$239K ﹤0.01%
17,120
+995
PXLW icon
3335
Pixelworks
PXLW
$39.5M
$239K ﹤0.01%
34,179
-1
SNBR icon
3336
Sleep Number
SNBR
$91.8M
$239K ﹤0.01%
35,275
+13,200
ALEC icon
3337
Alector
ALEC
$135M
$238K ﹤0.01%
169,795
+44,709
ALTG icon
3338
Alta Equipment Group
ALTG
$157M
$238K ﹤0.01%
37,584
+8,474
BIZD icon
3339
VanEck BDC Income ETF
BIZD
$1.49B
$238K ﹤0.01%
14,594
USAU icon
3340
US Gold Corp
USAU
$214M
$238K ﹤0.01%
+19,516
BVFL icon
3341
BV Financial
BVFL
$162M
$237K ﹤0.01%
15,540
+12,434
ESCA icon
3342
Escalade
ESCA
$174M
$237K ﹤0.01%
16,989
+6,873
MDV
3343
Modiv Industrial
MDV
$149M
$237K ﹤0.01%
16,869
+9,334
MG icon
3344
Mistras Group
MG
$402M
$237K ﹤0.01%
29,524
+8,343
RHLD
3345
Resolute Holdings Management
RHLD
$1.41B
$237K ﹤0.01%
7,455
+5,252
FLXS icon
3346
Flexsteel Industries
FLXS
$190M
$236K ﹤0.01%
6,555
+1,862
SNDA icon
3347
Sonida Senior Living
SNDA
$601M
$236K ﹤0.01%
9,486
+4,555
MRAM icon
3348
Everspin Technologies
MRAM
$190M
$235K ﹤0.01%
37,336
-19,239
VOXR
3349
Vox Royalty Corp
VOXR
$270M
$235K ﹤0.01%
+74,529
ESOA icon
3350
Energy Services of America
ESOA
$170M
$234K ﹤0.01%
23,525
+12,171