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
FISI icon
2576
Financial Institutions
FISI
$589M
$1.06M ﹤0.01%
41,378
-294
FLNC icon
2577
Fluence Energy
FLNC
$2.35B
$1.06M ﹤0.01%
158,304
+72,866
VNDA icon
2578
Vanda Pharmaceuticals
VNDA
$257M
$1.06M ﹤0.01%
224,404
+56,311
TG icon
2579
Tredegar Corp
TG
$296M
$1.06M ﹤0.01%
120,165
+13,120
RDVT icon
2580
Red Violet
RDVT
$816M
$1.05M ﹤0.01%
21,338
+7,261
NPK icon
2581
National Presto Industries
NPK
$678M
$1.05M ﹤0.01%
10,708
+2,994
GSBC icon
2582
Great Southern Bancorp
GSBC
$654M
$1.05M ﹤0.01%
17,822
+5,318
GGAL icon
2583
Galicia Financial Group
GGAL
$8.48B
$1.04M ﹤0.01%
20,730
+14,670
CELC icon
2584
Celcuity
CELC
$3.93B
$1.04M ﹤0.01%
78,076
+42,700
TACO
2585
Berto Acquisition Corp
TACO
$382M
$1.04M ﹤0.01%
+100,000
TSHA icon
2586
Taysha Gene Therapies
TSHA
$1.13B
$1.04M ﹤0.01%
450,501
-258,465
BEPC icon
2587
Brookfield Renewable
BEPC
$7.59B
$1.04M ﹤0.01%
31,646
-20,262
GIC icon
2588
Global Industrial
GIC
$1.04B
$1.04M ﹤0.01%
38,507
+9,715
BKSY icon
2589
BlackSky Technology
BKSY
$475M
$1.04M ﹤0.01%
50,338
+24,356
PKST
2590
Peakstone Realty Trust
PKST
$514M
$1.03M ﹤0.01%
77,975
+40,611
AVNS icon
2591
Avanos Medical
AVNS
$529M
$1.03M ﹤0.01%
84,172
+25,459
CASS icon
2592
Cass Information Systems
CASS
$540M
$1.03M ﹤0.01%
23,676
+6,407
CLB icon
2593
Core Laboratories
CLB
$717M
$1.03M ﹤0.01%
89,299
+25,125
SMBK icon
2594
SmartFinancial
SMBK
$613M
$1.03M ﹤0.01%
30,387
+9,967
VREX icon
2595
Varex Imaging
VREX
$495M
$1.02M ﹤0.01%
118,224
+29,612
IVR icon
2596
Invesco Mortgage Capital
IVR
$540M
$1.02M ﹤0.01%
130,554
-200,062
SPHY icon
2597
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.16B
$1.02M ﹤0.01%
43,010
ORKA
2598
Oruka Therapeutics
ORKA
$1.31B
$1.02M ﹤0.01%
91,164
+15,831
ALMU
2599
Aeluma Inc
ALMU
$244M
$1.01M ﹤0.01%
+61,845
BYRN icon
2600
Byrna Technologies
BYRN
$393M
$1.01M ﹤0.01%
32,638
+13,787