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
HZO icon
2626
MarineMax
HZO
$499M
$968K ﹤0.01%
38,519
-39,602
CHMG icon
2627
Chemung Financial Corp
CHMG
$247M
$967K ﹤0.01%
19,942
+5,598
MATV icon
2628
Mativ Holdings
MATV
$697M
$967K ﹤0.01%
142,101
-4,332
ASR icon
2629
Grupo Aeroportuario del Sureste
ASR
$9.01B
$966K ﹤0.01%
3,029
+2,739
URGN icon
2630
UroGen Pharma
URGN
$1.11B
$961K ﹤0.01%
70,154
+25,614
MLAB icon
2631
Mesa Laboratories
MLAB
$408M
$958K ﹤0.01%
10,170
+3,472
WLFC icon
2632
Willis Lease Finance
WLFC
$890M
$955K ﹤0.01%
6,696
+3,277
SCHL icon
2633
Scholastic
SCHL
$714M
$952K ﹤0.01%
45,375
+13,449
BULL
2634
Webull Corp
BULL
$4.27B
$952K ﹤0.01%
+79,565
ALX
2635
Alexander's
ALX
$1.11B
$951K ﹤0.01%
4,221
+1,412
DQ
2636
Daqo New Energy
DQ
$2.25B
$951K ﹤0.01%
62,647
+2,375
BB icon
2637
BlackBerry
BB
$2.54B
$950K ﹤0.01%
207,278
+90,067
NGVC icon
2638
Vitamin Cottage Natural Grocers
NGVC
$743M
$948K ﹤0.01%
24,151
+12,700
KREF
2639
KKR Real Estate Finance Trust
KREF
$544M
$947K ﹤0.01%
107,912
+30,726
GMRE
2640
Global Medical REIT
GMRE
$439M
$946K ﹤0.01%
27,325
+12,083
LAND
2641
Gladstone Land Corp
LAND
$358M
$946K ﹤0.01%
93,049
+23,419
LEN.B icon
2642
Lennar Class B
LEN.B
$28.9B
$945K ﹤0.01%
8,981
+1,727
GBDC icon
2643
Golub Capital BDC
GBDC
$3.69B
$944K ﹤0.01%
64,432
AVIR icon
2644
Atea Pharmaceuticals
AVIR
$231M
$941K ﹤0.01%
261,774
+90,462
AXGN icon
2645
Axogen
AXGN
$1.09B
$940K ﹤0.01%
86,665
+21,913
ESLT icon
2646
Elbit Systems
ESLT
$21.9B
$940K ﹤0.01%
+2,090
GCBC icon
2647
Greene County Bancorp
GCBC
$378M
$938K ﹤0.01%
42,188
+29,697
OFIX icon
2648
Orthofix Medical
OFIX
$592M
$936K ﹤0.01%
83,913
-19,421
HOUS icon
2649
Anywhere Real Estate
HOUS
$1.4B
$935K ﹤0.01%
258,524
+90,872
CTO
2650
CTO Realty Growth
CTO
$565M
$932K ﹤0.01%
53,990
-4,157