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
GTLS.PRB icon
2676
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$584M
$882K ﹤0.01%
14,601
-50,000
HIPO icon
2677
Hippo Holdings
HIPO
$795M
$881K ﹤0.01%
31,514
+10,267
LOCO icon
2678
El Pollo Loco
LOCO
$317M
$881K ﹤0.01%
80,101
+18,693
RSVR icon
2679
Reservoir Media
RSVR
$476M
$880K ﹤0.01%
114,743
+29,842
UXIN
2680
Uxin Ltd
UXIN
$588M
$879K ﹤0.01%
248,261
+18,945
CPS icon
2681
Cooper-Standard Automotive
CPS
$562M
$878K ﹤0.01%
40,864
+11,207
REAX icon
2682
Real Brokerage
REAX
$784M
$878K ﹤0.01%
194,792
+79,047
OPK icon
2683
Opko Health
OPK
$983M
$877K ﹤0.01%
664,407
+272,416
CLBK icon
2684
Columbia Financial
CLBK
$1.57B
$873K ﹤0.01%
60,173
+21,359
ONTF icon
2685
ON24
ONTF
$237M
$873K ﹤0.01%
160,931
+41,002
CRSR icon
2686
Corsair Gaming
CRSR
$647M
$872K ﹤0.01%
92,387
+32,347
CVGW icon
2687
Calavo Growers
CVGW
$373M
$872K ﹤0.01%
32,813
+6,880
MVBF icon
2688
MVB Financial
MVBF
$331M
$872K ﹤0.01%
38,691
+4,534
CRNC icon
2689
Cerence
CRNC
$362M
$871K ﹤0.01%
85,216
+29,375
YORW icon
2690
York Water
YORW
$465M
$871K ﹤0.01%
27,596
+10,026
SENEA icon
2691
Seneca Foods Class A
SENEA
$833M
$870K ﹤0.01%
8,581
+2,887
CBLL
2692
CeriBell Inc
CBLL
$479M
$869K ﹤0.01%
46,410
+30,305
ABVX
2693
Abivax
ABVX
$8.59B
$867K ﹤0.01%
113,391
+111,913
LFMD icon
2694
LifeMD
LFMD
$220M
$865K ﹤0.01%
63,483
+20,341
MTRX icon
2695
Matrix Service
MTRX
$333M
$862K ﹤0.01%
63,832
+18,477
DIN icon
2696
Dine Brands
DIN
$382M
$861K ﹤0.01%
35,375
+5,196
CHCT
2697
Community Healthcare Trust
CHCT
$421M
$856K ﹤0.01%
51,457
+18,148
DNA icon
2698
Ginkgo Bioworks
DNA
$487M
$856K ﹤0.01%
76,128
+28,712
HY icon
2699
Hyster-Yale Materials Handling
HY
$505M
$856K ﹤0.01%
21,494
+7,589
BWFG icon
2700
Bankwell Financial Group
BWFG
$356M
$854K ﹤0.01%
23,733
+5,143