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
MLP icon
3376
Maui Land & Pineapple Co
MLP
$288M
$220K ﹤0.01%
12,143
+3,915
RDFN
3377
DELISTED
Redfin
RDFN
$220K ﹤0.01%
19,654
-511,699
DRUG
3378
Bright Minds Biosciences
DRUG
$410M
$219K ﹤0.01%
+8,393
CHRS icon
3379
Coherus Oncology
CHRS
$144M
$218K ﹤0.01%
297,692
+66,702
CVAC icon
3380
CureVac
CVAC
$1.19B
$218K ﹤0.01%
40,193
+1,949
LARK icon
3381
Landmark Bancorp
LARK
$157M
$218K ﹤0.01%
+8,234
TMFC icon
3382
Motley Fool 100 Index ETF
TMFC
$1.75B
$218K ﹤0.01%
3,387
VWO icon
3383
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$218K ﹤0.01%
4,400
-33,208
FSP
3384
Franklin Street Properties
FSP
$109M
$217K ﹤0.01%
132,195
+33,946
TIL icon
3385
Instil Bio
TIL
$97.3M
$217K ﹤0.01%
10,400
-4,426
CD
3386
Chaince Digital Holdings
CD
$644M
$216K ﹤0.01%
+56,032
ADV icon
3387
Advantage Solutions
ADV
$375M
$215K ﹤0.01%
163,478
+36,876
IKT icon
3388
Inhibikase Therapeutics
IKT
$114M
$215K ﹤0.01%
110,252
+26,252
MLTX icon
3389
MoonLake Immunotherapeutics
MLTX
$890M
$215K ﹤0.01%
4,553
-15,046
HFFG icon
3390
HF Foods Group
HFFG
$119M
$214K ﹤0.01%
67,483
+24,198
STRS icon
3391
Stratus Properties
STRS
$149M
$214K ﹤0.01%
11,359
+5,732
CFBK icon
3392
CF Bankshares
CFBK
$147M
$213K ﹤0.01%
8,905
+8,478
DAUG icon
3393
FT Vest US Equity Deep Buffer ETF August
DAUG
$359M
$213K ﹤0.01%
5,120
-10
LAKE icon
3394
Lakeland Industries
LAKE
$151M
$213K ﹤0.01%
15,629
+11,638
OEF icon
3395
iShares S&P 100 ETF
OEF
$27.4B
$213K ﹤0.01%
700
TOI icon
3396
The Oncology Institute
TOI
$387M
$213K ﹤0.01%
+103,670
ACTG icon
3397
Acacia Research
ACTG
$352M
$211K ﹤0.01%
58,987
+21,915
BARK icon
3398
BARK
BARK
$127M
$211K ﹤0.01%
240,786
+60,760
GTE icon
3399
Gran Tierra Energy
GTE
$154M
$211K ﹤0.01%
44,260
+1,567
KARO icon
3400
Karooooo
KARO
$1.39B
$211K ﹤0.01%
4,282
-4,278