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
FULC icon
2651
Fulcrum Therapeutics
FULC
$635M
$824K ﹤0.01%
89,616
-22,447
HELE icon
2652
Helen of Troy
HELE
$434M
$823K ﹤0.01%
32,675
-10,120
SBGI icon
2653
Sinclair Inc
SBGI
$1.11B
$822K ﹤0.01%
54,448
-16,712
HSHP
2654
Himalaya Shipping
HSHP
$406M
$818K ﹤0.01%
99,402
+26,716
BCML icon
2655
BayCom
BCML
$313M
$817K ﹤0.01%
28,428
-2,153
BSVN icon
2656
Bank7 Corp
BSVN
$398M
$815K ﹤0.01%
17,622
-1,982
FDMT icon
2657
4D Molecular Therapeutics
FDMT
$622M
$815K ﹤0.01%
93,828
-17,951
RLGT icon
2658
Radiant Logistics
RLGT
$292M
$814K ﹤0.01%
137,904
-2,733
OSPN icon
2659
OneSpan
OSPN
$465M
$808K ﹤0.01%
50,835
-17,466
NEXN
2660
Nexxen International
NEXN
$410M
$805K ﹤0.01%
87,000
-100,528
ISTR icon
2661
Investar Holding Corp
ISTR
$237M
$804K ﹤0.01%
34,623
-3,602
HCKT icon
2662
Hackett Group
HCKT
$500M
$804K ﹤0.01%
42,270
-15,897
FISI icon
2663
Financial Institutions
FISI
$597M
$804K ﹤0.01%
29,542
-11,836
CCSI icon
2664
Consensus Cloud Solutions
CCSI
$401M
$802K ﹤0.01%
27,322
-4,983
IMXI icon
2665
International Money Express
IMXI
$448M
$802K ﹤0.01%
57,379
-7,089
ETON icon
2666
Eton Pharmaceutcials
ETON
$425M
$800K ﹤0.01%
36,806
-8,984
TYRA icon
2667
Tyra Biosciences
TYRA
$1.17B
$799K ﹤0.01%
57,126
-4,429
GDXJ icon
2668
VanEck Junior Gold Miners ETF
GDXJ
$8.52B
$797K ﹤0.01%
8,053
+1,263
AHL
2669
Aspen Insurance
AHL
$3.39B
$797K ﹤0.01%
21,716
+21,315
SGML icon
2670
Sigma Lithium
SGML
$1.1B
$796K ﹤0.01%
124,173
+84,409
VEU icon
2671
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$795K ﹤0.01%
11,135
FTS icon
2672
Fortis
FTS
$25.9B
$794K ﹤0.01%
15,647
+1,726
RAPP
2673
Rapport Therapeutics
RAPP
$1.35B
$793K ﹤0.01%
26,713
-44,395
UNG icon
2674
United States Natural Gas Fund
UNG
$543M
$787K ﹤0.01%
60,219
+32,101
SCHL icon
2675
Scholastic
SCHL
$724M
$785K ﹤0.01%
28,663
-16,712