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
CRWV
3476
CoreWeave Inc
CRWV
$38.3B
$189K ﹤0.01%
+1,164
PLX icon
3477
Protalix BioTherapeutics
PLX
$148M
$188K ﹤0.01%
126,963
+102,653
POWW icon
3478
Outdoor Holding Co
POWW
$210M
$188K ﹤0.01%
146,818
+56,588
SRBK icon
3479
SR Bancorp
SRBK
$118M
$188K ﹤0.01%
+13,933
DEFT
3480
Defi Technologies
DEFT
$475M
$188K ﹤0.01%
+64,001
UNB icon
3481
Union Bankshares
UNB
$99.4M
$187K ﹤0.01%
7,000
+6,983
BMAR icon
3482
Innovator US Equity Buffer ETF March
BMAR
$201M
$186K ﹤0.01%
+3,787
FLWS icon
3483
1-800-Flowers.com
FLWS
$203M
$186K ﹤0.01%
38,043
-16,000
KRNT icon
3484
Kornit Digital
KRNT
$584M
$186K ﹤0.01%
9,324
-525
TUSK icon
3485
Mammoth Energy Services
TUSK
$94M
$186K ﹤0.01%
66,548
+17,027
GSK icon
3486
GSK
GSK
$94.8B
$184K ﹤0.01%
4,779
+770
TSE icon
3487
Trinseo
TSE
$35.1M
$184K ﹤0.01%
58,898
+36,361
SFBC icon
3488
Sound Financial Bancorp
SFBC
$107M
$182K ﹤0.01%
+3,953
HNVR icon
3489
Hanover Bancorp
HNVR
$160M
$181K ﹤0.01%
7,905
+7,875
SMID icon
3490
Smith-Midland
SMID
$201M
$181K ﹤0.01%
5,381
+409
WALD icon
3491
Waldencast
WALD
$232M
$181K ﹤0.01%
74,032
+49,018
FHDG
3492
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$153M
$181K ﹤0.01%
5,689
-542
MTA
3493
Metalla Royalty & Streaming
MTA
$623M
$180K ﹤0.01%
+47,000
USEP icon
3494
Innovator US Equity Ultra Buffer ETF September
USEP
$222M
$180K ﹤0.01%
4,880
+4,870
MAZE
3495
Maze Therapeutics
MAZE
$1.57B
$180K ﹤0.01%
14,641
-3
SGML icon
3496
Sigma Lithium
SGML
$675M
$179K ﹤0.01%
39,764
-18,196
UEIC icon
3497
Universal Electronics
UEIC
$39.7M
$179K ﹤0.01%
27,053
+1,920
ZVIA icon
3498
Zevia
ZVIA
$168M
$179K ﹤0.01%
+55,748
AIRJ
3499
Montana Technologies Corp
AIRJ
$264M
$179K ﹤0.01%
+38,649
SUNS
3500
Sunrise Realty Trust
SUNS
$131M
$179K ﹤0.01%
16,950
+6,255