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
RLGT icon
2701
Radiant Logistics
RLGT
$280M
$854K ﹤0.01%
140,637
+59,182
PSIX
2702
Power Solutions International
PSIX
$1.34B
$853K ﹤0.01%
+13,184
FSBC icon
2703
Five Star Bancorp
FSBC
$740M
$852K ﹤0.01%
29,885
+9,718
KT icon
2704
KT
KT
$8.73B
$852K ﹤0.01%
+40,984
EBF icon
2705
Ennis
EBF
$433M
$851K ﹤0.01%
46,904
-2,757
SAMG icon
2706
Silvercrest Asset Management
SAMG
$112M
$850K ﹤0.01%
53,548
+25,654
BCML icon
2707
BayCom
BCML
$308M
$847K ﹤0.01%
30,581
+5,457
CCNE icon
2708
CNB Financial Corp
CCNE
$736M
$847K ﹤0.01%
37,038
+12,911
HTLD icon
2709
Heartland Express
HTLD
$582M
$844K ﹤0.01%
97,732
+34,669
HNST icon
2710
The Honest Company
HNST
$288M
$840K ﹤0.01%
164,977
+79,317
IAU icon
2711
iShares Gold Trust
IAU
$62.2B
$840K ﹤0.01%
13,464
-52,344
CTRN icon
2712
Citi Trends
CTRN
$333M
$836K ﹤0.01%
25,015
+1,875
AMLX icon
2713
Amylyx Pharmaceuticals
AMLX
$1.39B
$835K ﹤0.01%
130,274
-7,131
LILA icon
2714
Liberty Latin America Class A
LILA
$1.64B
$832K ﹤0.01%
136,714
+74,268
NUTX
2715
Nutex Health
NUTX
$595M
$832K ﹤0.01%
+6,678
WNC icon
2716
Wabash National
WNC
$307M
$832K ﹤0.01%
78,264
-31,003
FSUN
2717
FirstSun Capital Bancorp
FSUN
$907M
$831K ﹤0.01%
23,914
+13,497
KVYO icon
2718
Klaviyo
KVYO
$8.64B
$828K ﹤0.01%
24,657
-7,915
EHAB icon
2719
Enhabit
EHAB
$409M
$827K ﹤0.01%
85,744
+32,202
JELD icon
2720
JELD-WEN Holding
JELD
$174M
$826K ﹤0.01%
210,688
+53,258
ASC icon
2721
Ardmore Shipping
ASC
$521M
$822K ﹤0.01%
85,503
+35,053
BRY icon
2722
Berry Corp
BRY
$269M
$820K ﹤0.01%
296,024
+75,033
TM icon
2723
Toyota
TM
$266B
$820K ﹤0.01%
4,763
+1,884
BSVN icon
2724
Bank7 Corp
BSVN
$391M
$819K ﹤0.01%
19,604
+5,579
ZUMZ icon
2725
Zumiez
ZUMZ
$383M
$819K ﹤0.01%
61,863
+17,314