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
MITK icon
2826
Mitek Systems
MITK
$412M
$613K ﹤0.01%
62,700
-13,488
VIOT
2827
Viomi Technology
VIOT
$179M
$612K ﹤0.01%
183,170
+103,001
SBFG icon
2828
SB Financial Group
SBFG
$135M
$609K ﹤0.01%
31,595
+18,951
BYRN icon
2829
Byrna Technologies
BYRN
$394M
$608K ﹤0.01%
27,455
-5,183
HTLD icon
2830
Heartland Express
HTLD
$586M
$608K ﹤0.01%
72,564
-25,168
ABAT icon
2831
American Battery Technology Co
ABAT
$457M
$607K ﹤0.01%
124,860
-17,401
DCTH icon
2832
Delcath Systems
DCTH
$326M
$602K ﹤0.01%
55,996
+2,213
FFWM icon
2833
First Foundation Inc
FFWM
$438M
$602K ﹤0.01%
108,040
-48,967
HDSN icon
2834
Hudson Technologies
HDSN
$292M
$601K ﹤0.01%
60,548
-6,846
IHRT icon
2835
iHeartMedia
IHRT
$559M
$601K ﹤0.01%
209,412
-31,410
TK icon
2836
Teekay
TK
$869M
$601K ﹤0.01%
73,444
-14,439
MSGS icon
2837
Madison Square Garden
MSGS
$5.41B
$600K ﹤0.01%
2,645
-8,122
WLFC icon
2838
Willis Lease Finance
WLFC
$784M
$598K ﹤0.01%
4,363
-2,333
LXU icon
2839
LSB Industries
LXU
$645M
$597K ﹤0.01%
75,814
-14,000
SLDE
2840
Slide Insurance Holdings
SLDE
$2.12B
$596K ﹤0.01%
37,738
+25,238
TEF icon
2841
Telefonica
TEF
$24B
$595K ﹤0.01%
117,098
+28,388
CLBK icon
2842
Columbia Financial
CLBK
$1.64B
$594K ﹤0.01%
39,578
-20,595
BAM icon
2843
Brookfield Asset Management
BAM
$82.6B
$593K ﹤0.01%
10,423
-30,943
OPRT icon
2844
Oportun Financial
OPRT
$211M
$592K ﹤0.01%
95,971
+19,177
SVC
2845
Service Properties Trust
SVC
$291M
$590K ﹤0.01%
217,846
-42,890
CHCT
2846
Community Healthcare Trust
CHCT
$429M
$590K ﹤0.01%
38,541
-12,916
RBBN icon
2847
Ribbon Communications
RBBN
$498M
$588K ﹤0.01%
154,771
-45,278
CYH icon
2848
Community Health Systems
CYH
$470M
$588K ﹤0.01%
183,154
-82,130
EGHT icon
2849
8x8 Inc
EGHT
$262M
$587K ﹤0.01%
277,108
-34,475
EGY icon
2850
Vaalco Energy
EGY
$360M
$586K ﹤0.01%
145,861
-27,625