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
CRML icon
2851
Critical Metals Corp
CRML
$1.07B
$637K ﹤0.01%
177,673
+146,936
ATEX icon
2852
Anterix
ATEX
$424M
$636K ﹤0.01%
24,812
-8,309
BRC icon
2853
Brady Corp
BRC
$3.53B
$636K ﹤0.01%
9,357
-5,787
IPI icon
2854
Intrepid Potash
IPI
$352M
$636K ﹤0.01%
17,799
+6,791
MOV icon
2855
Movado Group
MOV
$414M
$635K ﹤0.01%
41,675
+24,874
PHLT
2856
DELISTED
Performant Healthcare Inc
PHLT
$634K ﹤0.01%
158,511
+69,046
JACK icon
2857
Jack in the Box
JACK
$282M
$633K ﹤0.01%
36,321
+7,926
REPX icon
2858
Riley Exploration Permian
REPX
$574M
$633K ﹤0.01%
24,170
+10,625
ATXS icon
2859
Astria Therapeutics
ATXS
$718M
$630K ﹤0.01%
117,534
+44,901
NVEC icon
2860
NVE Corp
NVEC
$300M
$630K ﹤0.01%
8,562
+3,356
CMPX icon
2861
Compass Therapeutics
CMPX
$859M
$629K ﹤0.01%
241,721
+122,990
FDBC icon
2862
Fidelity D&D Bancorp
FDBC
$257M
$628K ﹤0.01%
13,685
+4,234
EGY icon
2863
Vaalco Energy
EGY
$402M
$626K ﹤0.01%
173,486
+44,927
CTEV
2864
Claritev Corp
CTEV
$715M
$625K ﹤0.01%
+13,849
GLRE icon
2865
Greenlight Captial
GLRE
$449M
$624K ﹤0.01%
43,476
+16,211
SVC
2866
Service Properties Trust
SVC
$286M
$623K ﹤0.01%
260,736
+90,124
ITIC icon
2867
Investors Title Co
ITIC
$524M
$622K ﹤0.01%
2,942
+945
OM icon
2868
Outset Medical
OM
$85M
$621K ﹤0.01%
32,300
+31,788
SIGA icon
2869
SIGA Technologies
SIGA
$430M
$621K ﹤0.01%
95,086
+29,175
KLC
2870
KinderCare Learning Companies
KLC
$467M
$619K ﹤0.01%
61,320
+26,063
CDXS icon
2871
Codexis
CDXS
$149M
$618K ﹤0.01%
253,639
+55,505
MMYT icon
2872
MakeMyTrip
MMYT
$7.25B
$617K ﹤0.01%
+6,301
BGS icon
2873
B&G Foods
BGS
$365M
$614K ﹤0.01%
145,198
-424,222
III icon
2874
Information Services Group
III
$251M
$614K ﹤0.01%
128,003
+23,105
TBI
2875
Trueblue
TBI
$147M
$614K ﹤0.01%
94,851
+19,401