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
LNAI
4426
Lunai Bioworks
LNAI
$21.8M
-11,983
RENT
4427
Rent the Runway
RENT
$289M
$0 ﹤0.01%
2
REZ icon
4428
iShares Residential and Multisector Real Estate ETF
REZ
$783M
-200
RFL icon
4429
Rafael Holdings
RFL
$61.6M
$0 ﹤0.01%
1
RGLS
4430
DELISTED
Regulus Therapeutics
RGLS
-64,636
RLMD icon
4431
Relmada Therapeutics
RLMD
$326M
$0 ﹤0.01%
+1
RMTI icon
4432
Rockwell Medical
RMTI
$31.9M
-1,254
RNXT icon
4433
RenovoRx
RNXT
$29.9M
-43
RVPH icon
4434
Reviva Pharmaceuticals
RVPH
$33.9M
-6
SACH
4435
Sachem Capital Corp
SACH
$49.1M
-1,120
SAN icon
4436
Banco Santander
SAN
$172B
-2,865,477
SCHD icon
4437
Schwab US Dividend Equity ETF
SCHD
$72B
-1,700
SCKT icon
4438
Socket Mobile
SCKT
$8.22M
$0 ﹤0.01%
30
SENS icon
4439
Senseonics Holdings Inc
SENS
$232M
-14,351
ADVM
4440
DELISTED
Adverum Biotechnologies
ADVM
-29,510
AEI icon
4441
Alset
AEI
$98M
-5
AERT
4442
Aeries Technology
AERT
$25.4M
-490
AFBI icon
4443
Affinity Bancshares
AFBI
$129M
-47
AFMD
4444
DELISTED
Affimed
AFMD
$0 ﹤0.01%
863
-6,653
AGEN
4445
Agenus
AGEN
$108M
$0 ﹤0.01%
1
-26,301
AGM.A icon
4446
Federal Agricultural Mortgage Class A
AGM.A
-8
AIMD icon
4447
Ainos
AIMD
$9.14M
-43
AIRG icon
4448
Airgain
AIRG
$47.7M
-159
AKA icon
4449
a.k.a. Brands
AKA
$119M
$0 ﹤0.01%
1
-653
BNDX icon
4450
Vanguard Total International Bond ETF
BNDX
$72.4B
-19,053