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
DJCO icon
2551
Daily Journal
DJCO
$540M
$1.11M ﹤0.01%
2,635
+887
GDOT icon
2552
Green Dot
GDOT
$601M
$1.11M ﹤0.01%
102,948
-10,375
IPGP icon
2553
IPG Photonics
IPGP
$3.36B
$1.11M ﹤0.01%
16,127
+488
CCC
2554
CCC Intelligent Solutions
CCC
$4.72B
$1.11M ﹤0.01%
117,629
-114,152
WEAV icon
2555
Weave Communications
WEAV
$478M
$1.1M ﹤0.01%
132,879
+70,290
CBAN icon
2556
Colony Bankcorp
CBAN
$288M
$1.1M ﹤0.01%
66,556
+8,943
CNDT icon
2557
Conduent
CNDT
$313M
$1.09M ﹤0.01%
414,667
+174,116
EOLS icon
2558
Evolus
EOLS
$468M
$1.09M ﹤0.01%
118,889
+39,528
OEC icon
2559
Orion
OEC
$268M
$1.09M ﹤0.01%
103,703
+25,664
ETWO
2560
DELISTED
E2open Parent Holdings
ETWO
$1.09M ﹤0.01%
336,266
+90,518
LQDT icon
2561
Liquidity Services
LQDT
$724M
$1.09M ﹤0.01%
46,073
+15,799
ADAM
2562
Adamas Trust
ADAM
$646M
$1.08M ﹤0.01%
161,887
+46,960
CBL
2563
CBL Properties
CBL
$996M
$1.08M ﹤0.01%
42,680
+7,631
AVO icon
2564
Mission Produce
AVO
$875M
$1.08M ﹤0.01%
92,299
+34,943
IFS icon
2565
Intercorp Financial Services
IFS
$4.41B
$1.08M ﹤0.01%
+28,254
MCBS icon
2566
MetroCity Bankshares
MCBS
$659M
$1.08M ﹤0.01%
37,681
+14,477
NFE icon
2567
New Fortress Energy
NFE
$299M
$1.07M ﹤0.01%
323,418
+288,263
NFBK icon
2568
Northfield Bancorp
NFBK
$443M
$1.07M ﹤0.01%
93,595
+21,453
PCAPU
2569
ProCap Acquisition Corp Unit
PCAPU
$212M
$1.07M ﹤0.01%
+100,000
OIS icon
2570
Oil States International
OIS
$376M
$1.07M ﹤0.01%
199,997
+31,384
FWRD icon
2571
Forward Air
FWRD
$662M
$1.07M ﹤0.01%
43,632
-16,251
ATUS icon
2572
Altice USA
ATUS
$836M
$1.07M ﹤0.01%
499,367
+237,378
BLZE icon
2573
Backblaze
BLZE
$284M
$1.07M ﹤0.01%
194,012
+69,359
FNLC icon
2574
First Bancorp
FNLC
$289M
$1.07M ﹤0.01%
41,981
+9,952
UPB
2575
Upstream Bio Inc
UPB
$1.33B
$1.06M ﹤0.01%
96,990
+71,997