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
SVV icon
2726
Savers
SVV
$1.37B
$725K ﹤0.01%
54,726
+7,431
VTLE icon
2727
Vital Energy
VTLE
$675M
$725K ﹤0.01%
42,917
-431,211
IVR icon
2728
Invesco Mortgage Capital
IVR
$565M
$724K ﹤0.01%
95,816
-34,738
NWPX icon
2729
NWPX Infrastructure Inc
NWPX
$547M
$724K ﹤0.01%
13,674
-2,531
HIFS icon
2730
Hingham Institution for Saving
HIFS
$643M
$724K ﹤0.01%
2,743
-1,151
ALX
2731
Alexander's
ALX
$1.08B
$722K ﹤0.01%
3,081
-1,140
ASM
2732
Avino Silver & Gold Mines
ASM
$728M
$720K ﹤0.01%
+137,205
TCBX icon
2733
Third Coast Bancshares
TCBX
$518M
$720K ﹤0.01%
18,956
-3,247
PSTL
2734
Postal Realty Trust
PSTL
$399M
$716K ﹤0.01%
45,640
+5,453
ABSI icon
2735
Absci
ABSI
$462M
$716K ﹤0.01%
235,380
+36,503
GOSS icon
2736
Gossamer Bio
GOSS
$757M
$715K ﹤0.01%
271,706
-67,086
JBSS icon
2737
John B. Sanfilippo & Son
JBSS
$842M
$714K ﹤0.01%
11,112
-4,645
JAKK icon
2738
Jakks Pacific
JAKK
$175M
$714K ﹤0.01%
38,124
+2,600
MAZE
2739
Maze Therapeutics
MAZE
$1.77B
$713K ﹤0.01%
27,516
+12,875
CRNC icon
2740
Cerence
CRNC
$483M
$710K ﹤0.01%
56,993
-28,223
FCCO icon
2741
First Community Corp
FCCO
$217M
$710K ﹤0.01%
25,158
+7,630
UA icon
2742
Under Armour Class C
UA
$1.82B
$710K ﹤0.01%
146,948
+71,968
SENEA icon
2743
Seneca Foods Class A
SENEA
$855M
$708K ﹤0.01%
6,561
-2,020
LOCO icon
2744
El Pollo Loco
LOCO
$311M
$705K ﹤0.01%
72,684
-7,417
SKYT icon
2745
SkyWater Technology
SKYT
$718M
$702K ﹤0.01%
37,600
-36,723
AVIR icon
2746
Atea Pharmaceuticals
AVIR
$233M
$700K ﹤0.01%
241,464
-20,310
WNEB icon
2747
Western New England Bancorp
WNEB
$245M
$700K ﹤0.01%
58,296
-7,320
AVD icon
2748
American Vanguard Corp
AVD
$124M
$700K ﹤0.01%
121,878
+12,996
AMRK icon
2749
A-Mark Precious Metals
AMRK
$642M
$697K ﹤0.01%
26,944
-8,771
BH icon
2750
Biglari Holdings Class B
BH
$890M
$696K ﹤0.01%
2,152
+1,007