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
JAKK icon
2776
Jakks Pacific
JAKK
$188M
$739K ﹤0.01%
35,524
+16,461
CLNE icon
2777
Clean Energy Fuels
CLNE
$487M
$735K ﹤0.01%
377,905
+101,741
DHIL icon
2778
Diamond Hill
DHIL
$352M
$734K ﹤0.01%
5,044
+1,905
ANGO icon
2779
AngioDynamics
ANGO
$499M
$733K ﹤0.01%
73,905
+34,966
DCTH icon
2780
Delcath Systems
DCTH
$315M
$732K ﹤0.01%
53,783
+3,118
SKYT icon
2781
SkyWater Technology
SKYT
$836M
$731K ﹤0.01%
74,323
+16,681
ALLO icon
2782
Allogene Therapeutics
ALLO
$276M
$729K ﹤0.01%
645,325
-10,066
TK icon
2783
Teekay
TK
$857M
$726K ﹤0.01%
87,883
+32,598
TTI icon
2784
TETRA Technologies
TTI
$1.03B
$726K ﹤0.01%
216,390
+51,564
TCBX icon
2785
Third Coast Bancshares
TCBX
$520M
$725K ﹤0.01%
22,203
+10,047
PWOD
2786
DELISTED
Penns Woods Bancorp
PWOD
$722K ﹤0.01%
23,778
+12,055
DJT icon
2787
Trump Media & Technology Group
DJT
$3.1B
$720K ﹤0.01%
39,918
+17,997
BATRA icon
2788
Atlanta Braves Holdings Series A
BATRA
$2.68B
$718K ﹤0.01%
14,585
+1,965
SHYF
2789
DELISTED
The Shyft Group
SHYF
$717K ﹤0.01%
57,172
+20,761
AROW icon
2790
Arrow Financial
AROW
$505M
$715K ﹤0.01%
27,060
+10,589
ASLE icon
2791
AerSale
ASLE
$282M
$713K ﹤0.01%
118,769
+76,677
TNGX icon
2792
Tango Therapeutics
TNGX
$1.1B
$710K ﹤0.01%
138,650
+75,618
TSBK icon
2793
Timberland Bancorp
TSBK
$266M
$710K ﹤0.01%
22,757
+5,376
TRML
2794
DELISTED
Tourmaline Bio
TRML
$709K ﹤0.01%
44,341
+12,546
CQQQ icon
2795
Invesco China Technology ETF
CQQQ
$1.78B
$708K ﹤0.01%
16,000
MNSO icon
2796
MINISO
MNSO
$6.51B
$708K ﹤0.01%
+38,837
SLQT icon
2797
SelectQuote
SLQT
$262M
$708K ﹤0.01%
298,053
+125,154
BCAL icon
2798
Southern California Bancorp
BCAL
$615M
$706K ﹤0.01%
44,756
+16,748
LUNG icon
2799
Pulmonx
LUNG
$61.5M
$706K ﹤0.01%
272,646
+168,441
AMPX icon
2800
Amprius Technologies
AMPX
$1.47B
$705K ﹤0.01%
167,503
+131,328