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
OXY.WS icon
2776
Occidental Petroleum Corp Warrants
OXY.WS
$18.4B
$653K ﹤0.01%
25,624
MEI icon
2777
Methode Electronics
MEI
$246M
$652K ﹤0.01%
86,419
+7,637
EOLS icon
2778
Evolus
EOLS
$437M
$650K ﹤0.01%
105,893
-12,996
BSRR icon
2779
Sierra Bancorp
BSRR
$418M
$650K ﹤0.01%
22,489
-229
OEC icon
2780
Orion
OEC
$284M
$650K ﹤0.01%
85,754
-17,949
EDIT icon
2781
Editas Medicine
EDIT
$244M
$649K ﹤0.01%
187,050
-12,480
NRDS icon
2782
NerdWallet
NRDS
$1.05B
$649K ﹤0.01%
60,300
-21,172
AVR
2783
Anteris Technologies
AVR
$159M
$647K ﹤0.01%
143,839
+9,535
TSEM icon
2784
Tower Semiconductor
TSEM
$11B
$647K ﹤0.01%
8,945
-48,887
GEVO icon
2785
Gevo
GEVO
$504M
$644K ﹤0.01%
328,715
-60,740
NLOP
2786
Net Lease Office Properties
NLOP
$430M
$644K ﹤0.01%
21,712
-3,312
ZEPP
2787
Zepp Health
ZEPP
$421M
$643K ﹤0.01%
+14,047
PRME icon
2788
Prime Medicine
PRME
$684M
$642K ﹤0.01%
115,900
+1,098
INSP icon
2789
Inspire Medical Systems
INSP
$3.41B
$642K ﹤0.01%
8,650
-3,343
MRBK icon
2790
Meridian
MRBK
$174M
$642K ﹤0.01%
40,645
-12,998
LTBR icon
2791
Lightbridge
LTBR
$488M
$641K ﹤0.01%
30,242
-11,054
INGN icon
2792
Inogen
INGN
$192M
$641K ﹤0.01%
78,465
-6,090
RERE
2793
ATRenew
RERE
$913M
$641K ﹤0.01%
139,308
+118,029
LAC
2794
Lithium Americas
LAC
$1.53B
$641K ﹤0.01%
112,189
-46,316
MIAX
2795
Miami International Holdings
MIAX
$3.64B
$640K ﹤0.01%
+15,902
SITC icon
2796
SITE Centers
SITC
$379M
$640K ﹤0.01%
70,993
-41,631
ACNB icon
2797
ACNB Corp
ACNB
$509M
$639K ﹤0.01%
14,520
-2,751
EBF icon
2798
Ennis
EBF
$445M
$639K ﹤0.01%
34,973
-11,931
EHAB icon
2799
Enhabit
EHAB
$441M
$638K ﹤0.01%
79,619
-6,125
MAMA icon
2800
Mama's Creations
MAMA
$451M
$637K ﹤0.01%
60,645
+282