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
PBBK icon
4301
PB Bankshares
PBBK
$49.7M
$38 ﹤0.01%
+2
TS icon
4302
Tenaris
TS
$20.6B
$36 ﹤0.01%
1
ASPS icon
4303
Altisource Portfolio Solutions
ASPS
$101M
$35 ﹤0.01%
3
-154
AWX icon
4304
Avalon Holdings
AWX
$10.3M
$32 ﹤0.01%
+12
BOLT icon
4305
Bolt Biotherapeutics
BOLT
$9.58M
$32 ﹤0.01%
6
GNSS icon
4306
Genasys
GNSS
$96.2M
$32 ﹤0.01%
+13
PROV icon
4307
Provident Financial
PROV
$97.6M
$32 ﹤0.01%
+2
BRID icon
4308
Bridgford Foods
BRID
$68.8M
$31 ﹤0.01%
+4
ANIX icon
4309
Anixa Biosciences
ANIX
$143M
$30 ﹤0.01%
+9
RAVE icon
4310
RAVE Restaurant Group
RAVE
$43.1M
$30 ﹤0.01%
+9
SPSB icon
4311
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.29B
$30 ﹤0.01%
1
ATHA icon
4312
Athira Pharma
ATHA
$17.4M
$29 ﹤0.01%
+7
NXPL icon
4313
NextPlat
NXPL
$15.7M
$29 ﹤0.01%
+35
PAVM icon
4314
PAVmed
PAVM
$8.94M
$29 ﹤0.01%
+69
CION icon
4315
CION Investment
CION
$511M
$28 ﹤0.01%
+3
VELO
4316
Velo3D Inc
VELO
$106M
$28 ﹤0.01%
+9
ADGM
4317
Adagio Medical Holdings
ADGM
$17.9M
$27 ﹤0.01%
+14
BEAT icon
4318
Heartbeam
BEAT
$20.1M
$26 ﹤0.01%
+16
CLST icon
4319
Catalyst Bancorp
CLST
$61.9M
$26 ﹤0.01%
+2
IROQ icon
4320
IF Bancorp
IROQ
$85.1M
$26 ﹤0.01%
+1
SPAB icon
4321
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.17B
$26 ﹤0.01%
1
TLF icon
4322
Tandy Leather Factory
TLF
$21.3M
$24 ﹤0.01%
+8
SMRT icon
4323
SmartRent
SMRT
$329M
$23 ﹤0.01%
16
-37,750
SPLB icon
4324
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$23 ﹤0.01%
1
ARKR icon
4325
Ark Restaurants
ARKR
$25.2M
$21 ﹤0.01%
+3