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
EMBC icon
2501
Embecta
EMBC
$851M
$1.2M ﹤0.01%
123,774
-8,114
TDUP icon
2502
ThredUp
TDUP
$936M
$1.2M ﹤0.01%
159,810
+79,986
KRT icon
2503
Karat Packaging
KRT
$446M
$1.19M ﹤0.01%
42,411
+7,734
LINC icon
2504
Lincoln Educational Services
LINC
$660M
$1.19M ﹤0.01%
51,829
+22,955
CMPO icon
2505
CompoSecure Inc
CMPO
$2.56B
$1.19M ﹤0.01%
84,654
+52,183
TWI icon
2506
Titan International
TWI
$484M
$1.19M ﹤0.01%
115,925
+33,135
IIIV icon
2507
i3 Verticals
IIIV
$689M
$1.19M ﹤0.01%
43,292
+15,052
NUS icon
2508
Nu Skin
NUS
$469M
$1.19M ﹤0.01%
148,881
+33,922
SFST icon
2509
Southern First Bancshares
SFST
$403M
$1.18M ﹤0.01%
31,095
+5,318
TIGR
2510
UP Fintech Holding
TIGR
$1.71B
$1.18M ﹤0.01%
122,435
+11,659
USNA icon
2511
Usana Health Sciences
USNA
$351M
$1.18M ﹤0.01%
38,613
+9,402
ALNT icon
2512
Allient
ALNT
$898M
$1.17M ﹤0.01%
32,345
-4,855
PRSU
2513
Pursuit Attractions and Hospitality Inc
PRSU
$966M
$1.17M ﹤0.01%
40,646
+9,070
CWBC
2514
Community West Bancshares
CWBC
$413M
$1.17M ﹤0.01%
59,963
+42,966
SERV
2515
Serve Robotics
SERV
$633M
$1.17M ﹤0.01%
102,340
+86,448
CMPS
2516
Compass Pathways
CMPS
$500M
$1.17M ﹤0.01%
417,644
-3,181
DAKT icon
2517
Daktronics
DAKT
$910M
$1.17M ﹤0.01%
77,146
+26,802
CTRI icon
2518
Centuri Holdings
CTRI
$1.85B
$1.16M ﹤0.01%
51,715
+30,459
AMTM
2519
Amentum Holdings
AMTM
$5.37B
$1.16M ﹤0.01%
49,239
-6,265
EYPT icon
2520
EyePoint Pharmaceuticals
EYPT
$959M
$1.16M ﹤0.01%
123,307
+24,282
BN icon
2521
Brookfield
BN
$98.8B
$1.16M ﹤0.01%
27,990
-20,418
EBS icon
2522
Emergent Biosolutions
EBS
$531M
$1.15M ﹤0.01%
180,673
+68,362
KRUS icon
2523
Kura Sushi USA
KRUS
$551M
$1.15M ﹤0.01%
13,390
+4,678
GRFS icon
2524
Grifois
GRFS
$5.93B
$1.15M ﹤0.01%
127,272
+42,097
LYTS icon
2525
LSI Industries
LYTS
$572M
$1.15M ﹤0.01%
67,529
+16,285