Barclays Portfolio holdings
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.
Top Buys
| 1 |
NVIDIA
NVDA
|
+$2.01B |
| 2 |
Broadcom
AVGO
|
+$1.41B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$978M |
| 4 |
JPMorgan Chase
JPM
|
+$714M |
| 5 |
Tesla
TSLA
|
+$626M |
Top Sells
| 1 |
Honeywell
HON
|
+$1.68B |
| 2 |
Visa
V
|
+$1.41B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 4 |
Amazon
AMZN
|
+$855M |
| 5 |
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 | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Myriad Genetics
MYGN
$674M
| $1.84M | ﹤0.01% |
346,659
+170,779
| +97% | +$907K |
|
2252
Worthington Steel
WS
$1.7B
| $1.84M | ﹤0.01% |
61,690
+22,003
| +55% | +$657K |
|
2253
Washington Trust Bancorp
WASH
$573M
| $1.84M | ﹤0.01% |
64,973
+11,676
| +22% | +$330K |
|
2254
Mercantile Bank Corp
MBWM
$775M
| $1.83M | ﹤0.01% |
39,461
+7,996
| +25% | +$371K |
|
2255
Tiptree Inc
TIPT
$956M
| $1.83M | ﹤0.01% |
77,603
+13,085
| +20% | +$309K |
|
2256
Metallus
MTUS
$697M
| $1.83M | ﹤0.01% |
118,460
+21,400
| +22% | +$330K |
|
2257
Zillow
ZG
$20.4B
| $1.82M | ﹤0.01% |
26,616
+4,099
| +18% | +$281K |
|
2258
EverQuote
EVER
$896M
| $1.82M | ﹤0.01% |
75,379
+20,759
| +38% | +$502K |
|
|
MFA
2259
MFA Financial
MFA
$1.04B
| $1.82M | ﹤0.01% |
192,629
+11,473
| +6% | +$109K |
|
2260
Douglas Dynamics
PLOW
$752M
| $1.82M | ﹤0.01% |
61,820
+3,837
| +7% | +$113K |
|
|
NNE
2261
Nano Nuclear Energy
NNE
$1.37B
| $1.82M | ﹤0.01% |
52,762
+21,662
| +70% | +$748K |
|
2262
Covenant Logistics
CVLG
$576M
| $1.82M | ﹤0.01% |
75,327
+5,997
| +9% | +$145K |
|
2263
Tompkins Financial
TMP
$1B
| $1.81M | ﹤0.01% |
28,780
+10,237
| +55% | +$642K |
|
2264
Granite Ridge Resources
GRNT
$705M
| $1.81M | ﹤0.01% |
283,565
-51,208
| -15% | -$326K |
|
2265
Sapiens International
SPNS
$2.4B
| $1.8M | ﹤0.01% |
61,664
+18,596
| +43% | +$544K |
|
|
BBUC
2266
Brookfield Business Corp
BBUC
$2.37B
| $1.8M | ﹤0.01% |
57,636
+10,954
| +23% | +$342K |
|
2267
Gentherm
THRM
$1.06B
| $1.8M | ﹤0.01% |
63,607
+15,828
| +33% | +$448K |
|
2268
GCM Grosvenor
GCMG
$685M
| $1.8M | ﹤0.01% |
155,333
+39,808
| +34% | +$460K |
|
2269
MidWestOne Financial Group
MOFG
$604M
| $1.79M | ﹤0.01% |
62,378
+20,594
| +49% | +$592K |
|
2270
Capitol Federal Financial
CFFN
$839M
| $1.79M | ﹤0.01% |
293,827
+66,184
| +29% | +$404K |
|
2271
CorMedix
CRMD
$966M
| $1.79M | ﹤0.01% |
145,525
+57,734
| +66% | +$711K |
|
2272
Compass Minerals
CMP
$753M
| $1.79M | ﹤0.01% |
88,780
+15,357
| +21% | +$309K |
|
2273
BOK Financial
BOKF
$7.06B
| $1.78M | ﹤0.01% |
18,250
-10,726
| -37% | -$1.05M |
|
2274
Bar Harbor Bankshares
BHB
$540M
| $1.78M | ﹤0.01% |
59,338
+9,503
| +19% | +$285K |
|
2275
Compañía de Minas Buenaventura
BVN
$5.1B
| $1.78M | ﹤0.01% |
108,322
-11,851
| -10% | -$195K |
|