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
OPAL icon
3751
OPAL Fuels
OPAL
$64.7M
$66.5K ﹤0.01%
30,228
-8,588
MGNX icon
3752
MacroGenics
MGNX
$91.7M
$66K ﹤0.01%
39,306
-18,512
SPXL icon
3753
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.85B
$65.7K ﹤0.01%
310
+160
SAFX
3754
XCF Global Inc
SAFX
$110M
$65.6K ﹤0.01%
+50,058
KSPI icon
3755
Kaspi.kz JSC
KSPI
$13.7B
$65.3K ﹤0.01%
+800
EIDO icon
3756
iShares MSCI Indonesia ETF
EIDO
$320M
$64.9K ﹤0.01%
3,700
EWM icon
3757
iShares MSCI Malaysia ETF
EWM
$274M
$64.8K ﹤0.01%
2,500
LCUT icon
3758
Lifetime Brands
LCUT
$85.2M
$64.5K ﹤0.01%
16,654
-1,487
TFSL icon
3759
TFS Financial
TFSL
$4B
$64.2K ﹤0.01%
4,871
-28,632
SRFM icon
3760
Surf Air Mobility
SRFM
$127M
$64.2K ﹤0.01%
+14,955
IYC icon
3761
iShares US Consumer Discretionary ETF
IYC
$1.52B
$64.1K ﹤0.01%
+612
ACDC icon
3762
ProFrac Holding
ACDC
$608M
$64.1K ﹤0.01%
17,318
-8,334
GDLC
3763
GRAYSCALE DIGITAL LG CAP
GDLC
$531M
$63.2K ﹤0.01%
+1,130
BBU
3764
Brookfield Business Partners
BBU
$2.9B
$63.1K ﹤0.01%
1,934
+1,929
SWKH icon
3765
SWK Holdings
SWKH
$201M
$62.6K ﹤0.01%
4,305
-1,102
INMB icon
3766
INmune Bio
INMB
$39.3M
$62.1K ﹤0.01%
30,006
-7,980
PROP icon
3767
Prairie Operating Co
PROP
$107M
$61.7K ﹤0.01%
31,093
-5,434
PSEC icon
3768
Prospect Capital
PSEC
$1.23B
$61.6K ﹤0.01%
+22,400
XBJA icon
3769
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.7M
$61K ﹤0.01%
1,950
TUR icon
3770
iShares MSCI Turkey ETF
TUR
$171M
$60.5K ﹤0.01%
1,766
EFV icon
3771
iShares MSCI EAFE Value ETF
EFV
$27B
$60.4K ﹤0.01%
890
MOAT icon
3772
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$60.1K ﹤0.01%
606
SVCO
3773
Silvaco Group
SVCO
$131M
$59.7K ﹤0.01%
11,041
-2,352
ACTU
3774
Actuate Therapeutics
ACTU
$146M
$59.3K ﹤0.01%
8,865
-28,469
TX icon
3775
Ternium
TX
$7.04B
$59K ﹤0.01%
1,698
+1,697