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
SPOK icon
2751
Spok Holdings
SPOK
$286M
$776K ﹤0.01%
43,897
+20,121
LVWR icon
2752
LiveWire
LVWR
$934M
$774K ﹤0.01%
168,418
+148,599
CLW icon
2753
Clearwater Paper
CLW
$293M
$772K ﹤0.01%
28,332
+6,459
SWBI icon
2754
Smith & Wesson
SWBI
$376M
$772K ﹤0.01%
89,071
+24,465
CWCO icon
2755
Consolidated Water Co
CWCO
$570M
$771K ﹤0.01%
25,690
+10,319
FULC icon
2756
Fulcrum Therapeutics
FULC
$468M
$771K ﹤0.01%
112,063
+29,606
ASPN icon
2757
Aspen Aerogels
ASPN
$255M
$768K ﹤0.01%
129,867
+46,093
CLVT icon
2758
Clarivate
CLVT
$2.29B
$766K ﹤0.01%
177,994
+59,863
PFIS icon
2759
Peoples Financial Services
PFIS
$474M
$766K ﹤0.01%
15,513
+6,114
CCRN icon
2760
Cross Country Healthcare
CCRN
$365M
$762K ﹤0.01%
58,435
+3,178
BKV
2761
BKV Corp
BKV
$2.51B
$758K ﹤0.01%
31,389
+13,182
RM icon
2762
Regional Management Corp
RM
$365M
$756K ﹤0.01%
25,896
+4,382
FRHC icon
2763
Freedom Holding
FRHC
$8.6B
$755K ﹤0.01%
5,168
-1,072
IBEX icon
2764
IBEX
IBEX
$483M
$755K ﹤0.01%
25,967
+10,375
MITK icon
2765
Mitek Systems
MITK
$409M
$754K ﹤0.01%
76,188
+18,208
MAGN
2766
Magnera Corp
MAGN
$312M
$752K ﹤0.01%
62,226
+55,594
VEU icon
2767
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$749K ﹤0.01%
11,135
MEI icon
2768
Methode Electronics
MEI
$247M
$748K ﹤0.01%
78,782
+31,040
CCSI icon
2769
Consensus Cloud Solutions
CCSI
$425M
$745K ﹤0.01%
32,305
+13,898
BFLY icon
2770
Butterfly Network
BFLY
$536M
$744K ﹤0.01%
372,021
+247,181
EWA icon
2771
iShares MSCI Australia ETF
EWA
$1.47B
$743K ﹤0.01%
28,210
+5,094
ACNB icon
2772
ACNB Corp
ACNB
$491M
$740K ﹤0.01%
17,271
+8,923
SSBK
2773
DELISTED
Southern States Bancshares
SSBK
$740K ﹤0.01%
20,327
+11,082
CWEN icon
2774
Clearway Energy Class C
CWEN
$4.3B
$739K ﹤0.01%
23,087
-26,754
ISTR icon
2775
Investar Holding Corp
ISTR
$235M
$739K ﹤0.01%
38,225
+10,306