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
BCAL icon
2676
Southern California Bancorp
BCAL
$617M
$782K ﹤0.01%
46,895
+2,139
ATXS icon
2677
Astria Therapeutics
ATXS
$705M
$780K ﹤0.01%
107,109
-10,425
FWRD icon
2678
Forward Air
FWRD
$657M
$780K ﹤0.01%
30,406
-13,226
BBBY
2679
Bed Bath & Beyond
BBBY
$391M
$780K ﹤0.01%
87,593
-18,593
RM icon
2680
Regional Management Corp
RM
$364M
$779K ﹤0.01%
20,005
-5,891
OVLY icon
2681
Oak Valley Bancorp
OVLY
$238M
$779K ﹤0.01%
27,663
+1,874
CMPX icon
2682
Compass Therapeutics
CMPX
$880M
$778K ﹤0.01%
222,418
-19,303
TECL icon
2683
Direxion Daily Technology Bull 3x Shares
TECL
$3.85B
$777K ﹤0.01%
6,250
+100
SERV
2684
Serve Robotics
SERV
$723M
$774K ﹤0.01%
66,587
-35,753
GSBC icon
2685
Great Southern Bancorp
GSBC
$675M
$773K ﹤0.01%
12,615
-5,207
PSLV icon
2686
Sprott Physical Silver Trust
PSLV
$9.9B
$772K ﹤0.01%
49,156
-180,483
GSM icon
2687
FerroAtlántica
GSM
$726M
$765K ﹤0.01%
168,191
-443,824
MH
2688
McGraw Hill
MH
$3.44B
$765K ﹤0.01%
+60,953
GNE icon
2689
Genie Energy
GNE
$381M
$764K ﹤0.01%
51,122
-9,183
SAMG icon
2690
Silvercrest Asset Management
SAMG
$108M
$763K ﹤0.01%
48,473
-5,075
PHLT
2691
DELISTED
Performant Healthcare Inc
PHLT
$763K ﹤0.01%
98,734
-59,777
BCAX
2692
Bicara Therapeutics
BCAX
$1.03B
$760K ﹤0.01%
48,148
-9,186
EBMT icon
2693
Eagle Bancorp Montana
EBMT
$131M
$756K ﹤0.01%
43,792
+16,343
FMNB icon
2694
Farmers National Banc Corp
FMNB
$501M
$755K ﹤0.01%
52,382
-19,161
CE icon
2695
Celanese
CE
$4.32B
$754K ﹤0.01%
17,925
-140,242
FET icon
2696
Forum Energy Technologies
FET
$347M
$752K ﹤0.01%
28,165
-1,918
CWCO icon
2697
Consolidated Water Co
CWCO
$544M
$750K ﹤0.01%
21,262
-4,428
BMA icon
2698
Banco Macro
BMA
$4.72B
$750K ﹤0.01%
17,725
+8,007
MGPI icon
2699
MGP Ingredients
MGPI
$481M
$750K ﹤0.01%
30,984
-7,152
VCLT icon
2700
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.3B
$749K ﹤0.01%
9,647
-100,000