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
ARKO icon
2801
ARKO Corp
ARKO
$487M
$637K ﹤0.01%
139,429
-25,687
AEVA
2802
Aeva Technologies
AEVA
$637M
$636K ﹤0.01%
43,831
-9,887
FPI
2803
Farmland Partners
FPI
$416M
$635K ﹤0.01%
58,390
-20,319
TWI icon
2804
Titan International
TWI
$535M
$632K ﹤0.01%
83,569
-32,356
SVRA icon
2805
Savara
SVRA
$1.06B
$630K ﹤0.01%
176,516
-77,312
VET icon
2806
Vermilion Energy
VET
$1.32B
$629K ﹤0.01%
80,467
-12,630
RNGR icon
2807
Ranger Energy Services
RNGR
$312M
$629K ﹤0.01%
44,799
+1,946
PBPB
2808
DELISTED
Potbelly
PBPB
$629K ﹤0.01%
36,896
-9,202
UWMC icon
2809
UWM Holdings
UWMC
$1.34B
$628K ﹤0.01%
103,097
-38,041
OLP
2810
One Liberty Properties
OLP
$435M
$628K ﹤0.01%
28,369
-5,842
JHX icon
2811
James Hardie Industries
JHX
$11.1B
$627K ﹤0.01%
32,663
+31,631
CARE icon
2812
Carter Bankshares
CARE
$392M
$626K ﹤0.01%
32,277
-5,859
CCRN icon
2813
Cross Country Healthcare
CCRN
$356M
$626K ﹤0.01%
44,080
-14,355
CFBK icon
2814
CF Bankshares
CFBK
$155M
$626K ﹤0.01%
26,131
+17,226
XPOF icon
2815
Xponential Fitness
XPOF
$209M
$626K ﹤0.01%
80,305
-8,736
FIGR
2816
Figure Technology Solutions
FIGR
$7.22B
$626K ﹤0.01%
+17,200
NXDR
2817
Nextdoor Holdings
NXDR
$678M
$623K ﹤0.01%
298,105
-99,538
GGAL icon
2818
Galicia Financial Group
GGAL
$7.52B
$623K ﹤0.01%
22,600
+1,870
HY icon
2819
Hyster-Yale Materials Handling
HY
$521M
$620K ﹤0.01%
16,831
-4,663
YORW icon
2820
York Water
YORW
$456M
$618K ﹤0.01%
20,332
-7,264
INBK icon
2821
First Internet Bancorp
INBK
$166M
$618K ﹤0.01%
27,544
-2,265
CTEV
2822
Claritev Corp
CTEV
$863M
$618K ﹤0.01%
11,636
-2,213
CVGW icon
2823
Calavo Growers
CVGW
$331M
$617K ﹤0.01%
23,960
-8,853
CRSR icon
2824
Corsair Gaming
CRSR
$655M
$613K ﹤0.01%
68,743
-23,644
PVLA
2825
Palvella Therapeutics
PVLA
$1.16B
$613K ﹤0.01%
9,776
-2,403