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
ARTV
4101
Artiva Biotherapeutics
ARTV
$103M
$3K ﹤0.01%
1,906
-20,847
BMGL
4102
Basel Medical
BMGL
$9.77M
$3K ﹤0.01%
+1,560
DM
4103
DELISTED
Desktop Metal, Inc.
DM
$3K ﹤0.01%
666
-609
IGMS
4104
DELISTED
IGM Biosciences
IGMS
$3K ﹤0.01%
2,800
-16,378
IWB icon
4105
iShares Russell 1000 ETF
IWB
$46.5B
$3K ﹤0.01%
10
LPSN icon
4106
LivePerson
LPSN
$47.7M
$3K ﹤0.01%
203
+115
MRSN icon
4107
Mersana Therapeutics
MRSN
$143M
$3K ﹤0.01%
391
-4,478
NOK icon
4108
Nokia
NOK
$36.1B
$3K ﹤0.01%
568
-99,432
BRLT icon
4109
Brilliant Earth
BRLT
$27.3M
$2K ﹤0.01%
1,515
DB icon
4110
Deutsche Bank
DB
$75.6B
$2K ﹤0.01%
+58
FARM icon
4111
Farmer Brothers
FARM
$30.9M
$2K ﹤0.01%
1,786
GWH icon
4112
ESS Tech
GWH
$35.9M
$2K ﹤0.01%
1,670
HYMB icon
4113
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.89B
$2K ﹤0.01%
+100
LNZA icon
4114
LanzaTech
LNZA
$30.4M
$2K ﹤0.01%
82
-1,220
NCSM icon
4115
NCS Multistage Holdings
NCSM
$105M
$2K ﹤0.01%
+82
PASG icon
4116
Passage Bio
PASG
$34M
$2K ﹤0.01%
211
PSNYW icon
4117
Polestar Automotive Holding ADS Class C-1
PSNYW
$489M
$2K ﹤0.01%
521
UFEB icon
4118
Innovator US Equity Ultra Buffer ETF February
UFEB
$159M
$2K ﹤0.01%
+59
APT icon
4119
Alpha Pro Tech
APT
$45.1M
$2K ﹤0.01%
426
DTIL icon
4120
Precision BioSciences
DTIL
$106M
$2K ﹤0.01%
384
EUFN icon
4121
iShares MSCI Europe Financials ETF
EUFN
$4.62B
$2K ﹤0.01%
+79
IRS
4122
IRSA Inversiones y Representaciones
IRS
$1.29B
$2K ﹤0.01%
148
OBIO icon
4123
Orchestra BioMed
OBIO
$234M
$2K ﹤0.01%
874
-24,735
RDNW
4124
RideNow Group
RDNW
$206M
$2K ﹤0.01%
828
-16,488
STTK icon
4125
Shattuck Labs
STTK
$228M
$2K ﹤0.01%
2,114
-48,771