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
EVGO icon
2726
EVgo
EVGO
$397M
$818K ﹤0.01%
224,401
+62,277
OLP
2727
One Liberty Properties
OLP
$446M
$816K ﹤0.01%
34,211
+14,705
NLOP
2728
Net Lease Office Properties
NLOP
$438M
$815K ﹤0.01%
25,024
+9,633
UAMY icon
2729
United States Antimony
UAMY
$1.03B
$810K ﹤0.01%
+371,214
CRMT icon
2730
America's Car Mart
CRMT
$151M
$809K ﹤0.01%
14,427
-12,282
RAPP
2731
Rapport Therapeutics
RAPP
$1.16B
$808K ﹤0.01%
71,108
+8,412
SLSN
2732
Solesence Inc
SLSN
$129M
$807K ﹤0.01%
+185,148
PLPC icon
2733
Preformed Line Products
PLPC
$1B
$806K ﹤0.01%
5,045
+2,048
VSTM icon
2734
Verastem
VSTM
$504M
$804K ﹤0.01%
193,643
+151,495
SRTA
2735
Strata Critical Medical Inc
SRTA
$414M
$803K ﹤0.01%
199,458
+47,981
BLDP
2736
Ballard Power Systems
BLDP
$911M
$802K ﹤0.01%
504,685
+254,728
CMCL icon
2737
Caledonia Mining Corp
CMCL
$544M
$802K ﹤0.01%
41,514
+10,847
RBBN icon
2738
Ribbon Communications
RBBN
$544M
$802K ﹤0.01%
200,049
+65,307
INBK icon
2739
First Internet Bancorp
INBK
$157M
$801K ﹤0.01%
29,809
+10,685
SFIX icon
2740
Stitch Fix
SFIX
$570M
$801K ﹤0.01%
216,613
+73,819
FFWM icon
2741
First Foundation Inc
FFWM
$429M
$800K ﹤0.01%
157,007
+40,169
MBCN icon
2742
Middlefield Banc Corp
MBCN
$278M
$799K ﹤0.01%
26,518
+7,644
NPCE icon
2743
Neuropace
NPCE
$431M
$799K ﹤0.01%
71,672
+40,508
AMRK icon
2744
A-Mark Precious Metals
AMRK
$622M
$793K ﹤0.01%
35,715
+13,257
USCB icon
2745
USCB Financial Holdings
USCB
$320M
$792K ﹤0.01%
47,894
+12,978
PHAT icon
2746
Phathom Pharmaceuticals
PHAT
$1.04B
$788K ﹤0.01%
82,170
+27,268
AGG icon
2747
iShares Core US Aggregate Bond ETF
AGG
$131B
$784K ﹤0.01%
7,901
+7,451
BCH icon
2748
Banco de Chile
BCH
$18.2B
$783K ﹤0.01%
+25,741
REYN icon
2749
Reynolds Consumer Products
REYN
$5.1B
$783K ﹤0.01%
36,476
+6,651
KELYA icon
2750
Kelly Services Class A
KELYA
$295M
$781K ﹤0.01%
66,799
+12,843