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
PSNL icon
2701
Personalis
PSNL
$995M
$749K ﹤0.01%
114,803
-25,575
TTAM
2702
Titan America SA
TTAM
$2.96B
$745K ﹤0.01%
49,898
+5,646
SLDP icon
2703
Solid Power
SLDP
$974M
$745K ﹤0.01%
214,790
-32,574
GAMB icon
2704
Gambling.com
GAMB
$175M
$745K ﹤0.01%
91,073
+41,849
ALLO icon
2705
Allogene Therapeutics
ALLO
$303M
$743K ﹤0.01%
598,997
-46,328
FSUN
2706
FirstSun Capital Bancorp
FSUN
$923M
$742K ﹤0.01%
19,117
-4,797
LXEO icon
2707
Lexeo Therapeutics
LXEO
$729M
$741K ﹤0.01%
111,579
-4,563
AVNS icon
2708
Avanos Medical
AVNS
$556M
$741K ﹤0.01%
64,082
-20,090
ORN icon
2709
Orion Group Holdings
ORN
$386M
$741K ﹤0.01%
89,020
-9,762
ZIMV
2710
DELISTED
ZimVie
ZIMV
$741K ﹤0.01%
39,101
-7,312
MBCN icon
2711
Middlefield Banc Corp
MBCN
$280M
$740K ﹤0.01%
24,674
-1,844
KREF
2712
KKR Real Estate Finance Trust
KREF
$546M
$739K ﹤0.01%
82,115
-25,797
CTRN icon
2713
Citi Trends
CTRN
$364M
$738K ﹤0.01%
23,796
-1,219
VYGR icon
2714
Voyager Therapeutics
VYGR
$221M
$738K ﹤0.01%
158,109
-13,722
LEN.B icon
2715
Lennar Class B
LEN.B
$29.2B
$738K ﹤0.01%
6,153
-2,828
AQST icon
2716
Aquestive Therapeutics
AQST
$705M
$737K ﹤0.01%
131,758
-22,070
ANGO icon
2717
AngioDynamics
ANGO
$511M
$734K ﹤0.01%
65,703
-8,202
UHAL icon
2718
U-Haul Holding Co
UHAL
$9.83B
$734K ﹤0.01%
12,857
+12,345
GRDN
2719
Guardian Pharmacy Services
GRDN
$1.82B
$734K ﹤0.01%
27,973
+2,075
NAGE
2720
Niagen Bioscience
NAGE
$547M
$733K ﹤0.01%
78,583
-16,473
PGC icon
2721
Peapack-Gladstone Financial
PGC
$458M
$732K ﹤0.01%
26,532
-17,196
FSBC icon
2722
Five Star Bancorp
FSBC
$722M
$732K ﹤0.01%
22,724
-7,161
SPOK icon
2723
Spok Holdings
SPOK
$270M
$728K ﹤0.01%
42,207
-1,690
ASIX icon
2724
AdvanSix
ASIX
$408M
$728K ﹤0.01%
37,554
-13,950
TROX icon
2725
Tronox
TROX
$618M
$726K ﹤0.01%
180,606
-64,656