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
TTEC icon
3351
TTEC Holdings
TTEC
$138M
$234K ﹤0.01%
48,579
+12,978
VB icon
3352
Vanguard Small-Cap ETF
VB
$66.1B
$234K ﹤0.01%
988
NKTR icon
3353
Nektar Therapeutics
NKTR
$1.15B
$233K ﹤0.01%
9,009
-6,776
ABAT icon
3354
American Battery Technology Co
ABAT
$476M
$231K ﹤0.01%
142,261
+142,260
WHG icon
3355
Westwood Holdings Group
WHG
$153M
$231K ﹤0.01%
14,794
+13,730
AOM icon
3356
iShares Core Moderate Allocation ETF
AOM
$1.61B
$230K ﹤0.01%
+5,000
TE
3357
T1 Energy Inc
TE
$641M
$230K ﹤0.01%
187,549
+74,350
RELL icon
3358
Richardson Electronics
RELL
$150M
$229K ﹤0.01%
23,752
+7,827
XAR icon
3359
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.63B
$229K ﹤0.01%
1,085
+125
DLNG icon
3360
Dynagas LNG Partners
DLNG
$128M
$228K ﹤0.01%
64,800
ACTU
3361
Actuate Therapeutics
ACTU
$137M
$228K ﹤0.01%
+37,334
BKTI icon
3362
BK Technologies
BKTI
$265M
$227K ﹤0.01%
4,802
+4,717
OVBC icon
3363
Ohio Valley Banc Corp
OVBC
$167M
$227K ﹤0.01%
+7,041
VTYX icon
3364
Ventyx Biosciences
VTYX
$660M
$225K ﹤0.01%
105,397
+44,034
ATLN
3365
Atlantic International
ATLN
$145M
$225K ﹤0.01%
+110,899
ECBK icon
3366
ECB Bancorp
ECBK
$154M
$223K ﹤0.01%
14,455
+14,399
EML icon
3367
Eastern Company
EML
$118M
$223K ﹤0.01%
9,784
+4,537
INMD icon
3368
InMode
INMD
$896M
$223K ﹤0.01%
15,449
-99,938
ACRS icon
3369
Aclaris Therapeutics
ACRS
$251M
$222K ﹤0.01%
156,337
+37,336
TCX icon
3370
Tucows
TCX
$232M
$222K ﹤0.01%
11,223
+2,547
CIX icon
3371
Comp X International
CIX
$278M
$221K ﹤0.01%
8,347
+1,158
LNSR icon
3372
LENSAR
LNSR
$121M
$221K ﹤0.01%
+16,770
LWAY icon
3373
Lifeway Foods
LWAY
$339M
$221K ﹤0.01%
8,978
+4,089
STIM icon
3374
Neuronetics
STIM
$140M
$221K ﹤0.01%
+63,380
XMAR icon
3375
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$174M
$221K ﹤0.01%
5,765
+1,775