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
NATR icon
2651
Nature's Sunshine
NATR
$370M
$932K ﹤0.01%
63,041
+26,851
AVAH icon
2652
Aveanna Healthcare
AVAH
$1.77B
$931K ﹤0.01%
177,993
+62,450
REAL icon
2653
The RealReal
REAL
$1.62B
$926K ﹤0.01%
193,519
+68,842
THRY icon
2654
Thryv Holdings
THRY
$256M
$925K ﹤0.01%
76,151
+20,098
TSSI
2655
TSS Inc
TSSI
$249M
$925K ﹤0.01%
+32,110
HUMA icon
2656
Humacyte
HUMA
$230M
$924K ﹤0.01%
442,979
+248,350
MCHI icon
2657
iShares MSCI China ETF
MCHI
$8.19B
$921K ﹤0.01%
16,711
-16,613
PSNL icon
2658
Personalis
PSNL
$667M
$920K ﹤0.01%
140,378
+54,387
ZVRA icon
2659
Zevra Therapeutics
ZVRA
$500M
$919K ﹤0.01%
104,351
-330,339
ILPT
2660
Industrial Logistics Properties Trust
ILPT
$377M
$918K ﹤0.01%
201,958
-37,876
TERN icon
2661
Terns Pharmaceuticals
TERN
$2.03B
$912K ﹤0.01%
244,637
-408,400
SAGE
2662
DELISTED
Sage Therapeutics
SAGE
$909K ﹤0.01%
99,618
+40,031
FPI
2663
Farmland Partners
FPI
$418M
$907K ﹤0.01%
78,709
+20,281
GHM icon
2664
Graham Corp
GHM
$648M
$906K ﹤0.01%
18,308
+6,222
RMR icon
2665
The RMR Group
RMR
$267M
$905K ﹤0.01%
55,413
+9,984
NAT icon
2666
Nordic American Tanker
NAT
$788M
$904K ﹤0.01%
343,599
+138,352
LXFR icon
2667
Luxfer Holdings
LXFR
$323M
$903K ﹤0.01%
74,118
+16,022
CYH icon
2668
Community Health Systems
CYH
$452M
$902K ﹤0.01%
265,284
-366,266
YB
2669
Yuanbao Inc
YB
$966M
$902K ﹤0.01%
+42,926
ORN icon
2670
Orion Group Holdings
ORN
$379M
$896K ﹤0.01%
98,782
+41,319
NRDS icon
2671
NerdWallet
NRDS
$1.02B
$892K ﹤0.01%
81,472
+35,935
CX icon
2672
Cemex
CX
$14.7B
$890K ﹤0.01%
128,481
+117,097
EWJ icon
2673
iShares MSCI Japan ETF
EWJ
$16.3B
$888K ﹤0.01%
11,845
-3,164
SLDB icon
2674
Solid Biosciences
SLDB
$330M
$884K ﹤0.01%
181,546
+120,855
CYRX icon
2675
CryoPort
CYRX
$434M
$883K ﹤0.01%
118,342
+32,726