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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UONE icon
3676
Urban One Class A
UONE
$53.5M
$97.7K ﹤0.01%
70,312
+31
SNCR icon
3677
Synchronoss Technologies
SNCR
$54.5M
$97.6K ﹤0.01%
16,056
-5,086
ELA icon
3678
Envela
ELA
$279M
$97.6K ﹤0.01%
12,491
-3,420
DECW icon
3679
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
$194M
$97.6K ﹤0.01%
2,957
+2,763
PAMT
3680
PAMT Corp
PAMT
$186M
$96.9K ﹤0.01%
8,497
-1,497
PFEB icon
3681
Innovator US Equity Power Buffer ETF February
PFEB
$751M
$96.6K ﹤0.01%
2,434
+440
CAI
3682
Caris Life Sciences
CAI
$7.22B
$96.1K ﹤0.01%
3,177
-6,823
EP icon
3683
Empire Petroleum
EP
$106M
$95.8K ﹤0.01%
21,201
-5,367
CCCC icon
3684
C4 Therapeutics
CCCC
$238M
$95.6K ﹤0.01%
43,062
-2,761
SCHD icon
3685
Schwab US Dividend Equity ETF
SCHD
$70.3B
$95.5K ﹤0.01%
+3,500
GENVR
3686
Gen Digital Inc Contingent Value Rights
GENVR
$95.4K ﹤0.01%
12,906
-8,700
TGB
3687
Taseko Mines
TGB
$1.59B
$94.8K ﹤0.01%
22,422
-77,759
XBJL icon
3688
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$125M
$94.5K ﹤0.01%
+2,523
PNBK icon
3689
Patriot National Bancorp
PNBK
$159M
$94.2K ﹤0.01%
72,461
-5,791
UAPR icon
3690
Innovator US Equity Ultra Buffer ETF April
UAPR
$151M
$93.5K ﹤0.01%
2,908
+1,692
SPIB icon
3691
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$92.7K ﹤0.01%
2,736
INTT icon
3692
inTEST
INTT
$96.7M
$92.7K ﹤0.01%
11,865
+19
FLJJ icon
3693
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.69M
$92.1K ﹤0.01%
2,947
UMAR icon
3694
Innovator US Equity Ultra Buffer ETF March
UMAR
$118M
$92K ﹤0.01%
2,358
+2,005
PRTS icon
3695
CarParts.com
PRTS
$32.2M
$91.9K ﹤0.01%
129,252
-1,566
HURA
3696
TuHURA Biosciences
HURA
$99.4M
$91.5K ﹤0.01%
36,890
-11,394
URNM icon
3697
Sprott Uranium Miners ETF
URNM
$1.68B
$89.1K ﹤0.01%
+1,474
IEUS icon
3698
iShares MSCI Europe Small-Cap ETF
IEUS
$141M
$88.9K ﹤0.01%
1,320
TZOO icon
3699
Travelzoo
TZOO
$78.5M
$88.4K ﹤0.01%
8,997
-2,419
AMWL icon
3700
American Well
AMWL
$66.3M
$88.2K ﹤0.01%
14,342
+9,994