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
AXGN icon
2476
Axogen
AXGN
$1.31B
$1.16M ﹤0.01%
64,863
-21,802
UHT
2477
Universal Health Realty Income Trust
UHT
$569M
$1.16M ﹤0.01%
29,540
-1,649
ANGI icon
2478
Angi Inc
ANGI
$493M
$1.16M ﹤0.01%
71,089
-24,631
MLR icon
2479
Miller Industries
MLR
$441M
$1.15M ﹤0.01%
28,365
-2,102
CMRE icon
2480
Costamare
CMRE
$1.84B
$1.14M ﹤0.01%
96,037
+19,791
FLNG icon
2481
FLEX LNG
FLNG
$1.43B
$1.14M ﹤0.01%
45,387
-15,531
COFS icon
2482
Choiceone Financial
COFS
$462M
$1.14M ﹤0.01%
39,425
-2,803
MOV icon
2483
Movado Group
MOV
$457M
$1.13M ﹤0.01%
59,556
+17,881
KOD icon
2484
Kodiak Sciences
KOD
$1.22B
$1.13M ﹤0.01%
68,849
-18,567
OIS icon
2485
Oil States International
OIS
$368M
$1.12M ﹤0.01%
184,309
-15,688
GDEN icon
2486
Golden Entertainment
GDEN
$773M
$1.12M ﹤0.01%
47,297
-9,464
INDI icon
2487
indie Semiconductor
INDI
$703M
$1.11M ﹤0.01%
273,176
-266,388
VNDA icon
2488
Vanda Pharmaceuticals
VNDA
$295M
$1.11M ﹤0.01%
222,579
-1,825
URGN icon
2489
UroGen Pharma
URGN
$1.3B
$1.11M ﹤0.01%
55,619
-14,535
BETR icon
2490
Better Home & Finance Holding
BETR
$714M
$1.11M ﹤0.01%
19,756
-216,042
CIVB icon
2491
Civista Bancshares
CIVB
$441M
$1.11M ﹤0.01%
54,603
+498
CD
2492
Chaince Digital Holdings
CD
$671M
$1.11M ﹤0.01%
45,048
-10,984
HAFC icon
2493
Hanmi Financial
HAFC
$842M
$1.1M ﹤0.01%
44,546
-22,014
BMRC icon
2494
Bank of Marin Bancorp
BMRC
$435M
$1.1M ﹤0.01%
45,256
-3,628
RWT
2495
Redwood Trust
RWT
$683M
$1.09M ﹤0.01%
188,920
-123,753
RGR icon
2496
Sturm, Ruger & Co
RGR
$477M
$1.09M ﹤0.01%
25,161
-8,892
FSBW icon
2497
FS Bancorp
FSBW
$309M
$1.09M ﹤0.01%
27,262
-1,469
RUM icon
2498
Rumble
RUM
$2.3B
$1.09M ﹤0.01%
150,277
-2,675
IIIN icon
2499
Insteel Industries
IIIN
$614M
$1.09M ﹤0.01%
28,373
-11,400
BJRI icon
2500
BJ's Restaurants
BJRI
$808M
$1.09M ﹤0.01%
35,608
-13,891