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
DECT icon
3501
AllianzIM U.S. Large Cap Buffer10 Dec ETF
DECT
$127M
$178K ﹤0.01%
5,321
-1,061
ESTA icon
3502
Establishment Labs
ESTA
$1.86B
$178K ﹤0.01%
4,159
-39
JILL icon
3503
J. Jill
JILL
$217M
$178K ﹤0.01%
12,179
+2,072
LDI icon
3504
loanDepot
LDI
$570M
$178K ﹤0.01%
+140,079
NRDY icon
3505
Nerdy
NRDY
$105M
$178K ﹤0.01%
109,164
+24,653
LAR
3506
Lithium Argentina AG
LAR
$726M
$178K ﹤0.01%
85,391
-12,991
INSG icon
3507
Inseego
INSG
$173M
$177K ﹤0.01%
21,422
+10,335
CLAR icon
3508
Clarus
CLAR
$130M
$176K ﹤0.01%
50,801
+19,986
FNWD icon
3509
Finward Bancorp
FNWD
$154M
$176K ﹤0.01%
6,395
+6,376
GYRE icon
3510
Gyre Therapeutics
GYRE
$770M
$176K ﹤0.01%
24,004
+15,553
QDIV icon
3511
Global X S&P 500 Quality Dividend ETF
QDIV
$31.7M
$176K ﹤0.01%
5,200
ILLR
3512
Triller Group Inc
ILLR
$78.5M
$176K ﹤0.01%
+188,939
ACNT icon
3513
Ascent Industries
ACNT
$129M
$175K ﹤0.01%
13,917
+13,807
CANG
3514
Cango
CANG
$544M
$175K ﹤0.01%
36,060
MGK icon
3515
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$175K ﹤0.01%
477
-13,352
MARM icon
3516
FT Vest US Equity Max Buffer ETF March
MARM
$131M
$175K ﹤0.01%
5,461
+749
EH
3517
EHang Holdings
EH
$1.09B
$174K ﹤0.01%
10,040
-1,360
AEYE icon
3518
AudioEye
AEYE
$149M
$173K ﹤0.01%
14,854
+4,913
FOA icon
3519
Finance of America Companies
FOA
$181M
$173K ﹤0.01%
7,411
-10,109
NVCT icon
3520
Nuvectis Pharma
NVCT
$154M
$173K ﹤0.01%
23,174
+22,015
GENVR
3521
Gen Digital Inc Contingent Value Rights
GENVR
$173K ﹤0.01%
+21,606
EWT icon
3522
iShares MSCI Taiwan ETF
EWT
$6.76B
$172K ﹤0.01%
2,985
+1,999
MTUM icon
3523
iShares MSCI USA Momentum Factor ETF
MTUM
$18.7B
$172K ﹤0.01%
717
-1,562
CVRX icon
3524
CVRx
CVRX
$243M
$170K ﹤0.01%
28,877
+12,319
NODK icon
3525
NI Holdings
NODK
$282M
$169K ﹤0.01%
13,316
+3,695