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
SCKT icon
4276
Socket Mobile
SCKT
$10.1M
$55 ﹤0.01%
53
+23
COSM icon
4277
Cosmos Holdings
COSM
$21.9M
$53 ﹤0.01%
+48
IGSB icon
4278
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$53 ﹤0.01%
1
LWLG icon
4279
Lightwave Logic
LWLG
$600M
$53 ﹤0.01%
14
USEG icon
4280
US Energy Corp
USEG
$34.2M
$53 ﹤0.01%
+45
COEP icon
4281
Coeptis Therapeutics
COEP
$94.3M
$52 ﹤0.01%
3
IGLB icon
4282
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.74B
$52 ﹤0.01%
1
XELAP
4283
DELISTED
Exela Technologies, Inc. 6.00% Series B Cumulative Convertible Perpetual Preferred Stock
XELAP
$50 ﹤0.01%
24,900
LUCY icon
4284
Innovative Eyewear
LUCY
$8.35M
$48 ﹤0.01%
+25
DXLG icon
4285
Destination XL Group
DXLG
$50.8M
$47 ﹤0.01%
36
+35
TXMD icon
4286
TherapeuticsMD
TXMD
$19M
$47 ﹤0.01%
+44
AMST icon
4287
Amesite
AMST
$10.5M
$46 ﹤0.01%
+15
BGFV
4288
DELISTED
Big 5 Sporting Goods
BGFV
$45 ﹤0.01%
+31
FONR icon
4289
Fonar
FONR
$89.4M
$45 ﹤0.01%
+3
NSYS icon
4290
Nortech Systems
NSYS
$20M
$45 ﹤0.01%
+5
SELF
4291
Global Self Storage
SELF
$57.9M
$45 ﹤0.01%
+9
BLIN icon
4292
Bridgeline Digital
BLIN
$11.7M
$44 ﹤0.01%
+33
ICCC icon
4293
ImmuCell
ICCC
$42.7M
$44 ﹤0.01%
+7
FPAY
4294
DELISTED
FlexShopper
FPAY
$43 ﹤0.01%
+68
XTKG icon
4295
X3 Holdings Co
XTKG
$199M
$43 ﹤0.01%
26
TWNP
4296
Twin Hospitality Group
TWNP
$115M
$41 ﹤0.01%
+10
HOFT icon
4297
Hooker Furnishings Corp
HOFT
$114M
$40 ﹤0.01%
4
-3,252
LOOP icon
4298
Loop Industries
LOOP
$53.3M
$40 ﹤0.01%
+27
DWTX
4299
Dogwood Therapeutics
DWTX
$14.2M
$39 ﹤0.01%
+5
XWIN
4300
XMAX Inc
XWIN
$228M
$39 ﹤0.01%
7