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
ATLC icon
2876
Atlanticus Holdings
ATLC
$808M
$613K ﹤0.01%
11,197
+3,459
EGHT icon
2877
8x8 Inc
EGHT
$270M
$611K ﹤0.01%
311,583
+136,954
PACB icon
2878
Pacific Biosciences
PACB
$486M
$607K ﹤0.01%
490,092
+105,065
WNEB icon
2879
Western New England Bancorp
WNEB
$242M
$605K ﹤0.01%
65,616
+19,781
SNFCA icon
2880
Security National Financial
SNFCA
$213M
$604K ﹤0.01%
64,378
+24,186
KODK icon
2881
Kodak
KODK
$712M
$603K ﹤0.01%
106,828
+46,050
TALK icon
2882
Talkspace
TALK
$538M
$597K ﹤0.01%
214,855
+81,373
ZTO icon
2883
ZTO Express
ZTO
$15B
$596K ﹤0.01%
33,604
-23,207
INGN icon
2884
Inogen
INGN
$187M
$595K ﹤0.01%
84,555
+21,600
FWONA icon
2885
Liberty Media Series A
FWONA
$22.5B
$594K ﹤0.01%
6,254
+262
GEF.B icon
2886
Greif Class B
GEF.B
$2.57B
$594K ﹤0.01%
8,620
+2,883
NATH icon
2887
Nathan's Famous
NATH
$401M
$593K ﹤0.01%
5,359
+2,024
TRC icon
2888
Tejon Ranch
TRC
$443M
$593K ﹤0.01%
35,013
+13,936
PSTL
2889
Postal Realty Trust
PSTL
$409M
$591K ﹤0.01%
40,187
+16,931
CEF icon
2890
Sprott Physical Gold and Silver Trust
CEF
$7.55B
$589K ﹤0.01%
19,561
TYRA icon
2891
Tyra Biosciences
TYRA
$840M
$589K ﹤0.01%
61,555
+19,044
VLGEA icon
2892
Village Super Market
VLGEA
$505M
$589K ﹤0.01%
15,300
+6,534
HCAT icon
2893
Health Catalyst
HCAT
$161M
$588K ﹤0.01%
156,001
-109,352
TMCI icon
2894
Treace Medical Concepts
TMCI
$193M
$588K ﹤0.01%
100,291
+47,228
HBCP icon
2895
Home Bancorp
HBCP
$426M
$587K ﹤0.01%
11,326
+4,273
XPER icon
2896
Xperi
XPER
$287M
$587K ﹤0.01%
74,277
+29,225
VIXY icon
2897
ProShares VIX Short-Term Futures ETF
VIXY
$83M
$586K ﹤0.01%
12,500
-2,000
CMRC
2898
Commerce.com Inc Series 1
CMRC
$399M
$585K ﹤0.01%
116,960
+25,172
FET icon
2899
Forum Energy Technologies
FET
$343M
$585K ﹤0.01%
30,083
+7,389
GAMB icon
2900
Gambling.com
GAMB
$184M
$584K ﹤0.01%
49,224
+12,826