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
ULCC icon
2901
Frontier Group Holdings
ULCC
$895M
$584K ﹤0.01%
161,177
+1,605
BVS icon
2902
Bioventus
BVS
$492M
$583K ﹤0.01%
88,108
+41,032
UWMC icon
2903
UWM Holdings
UWMC
$1.3B
$583K ﹤0.01%
141,138
+49,063
CRCT icon
2904
Cricut
CRCT
$974M
$581K ﹤0.01%
85,970
+26,198
SVRA icon
2905
Savara
SVRA
$875M
$579K ﹤0.01%
253,828
+92,345
BOC icon
2906
Boston Omaha
BOC
$362M
$576K ﹤0.01%
41,046
+5,561
TECL icon
2907
Direxion Daily Technology Bull 3x Shares
TECL
$4.23B
$576K ﹤0.01%
6,150
-400
PLBC icon
2908
Plumas Bancorp
PLBC
$293M
$574K ﹤0.01%
12,924
+6,680
STRZ
2909
Starz Entertainment Corp
STRZ
$169M
$573K ﹤0.01%
+35,711
BWB icon
2910
Bridgewater Bancshares
BWB
$462M
$572K ﹤0.01%
35,935
+15,452
SPIR icon
2911
Spire Global
SPIR
$246M
$571K ﹤0.01%
47,942
+23,688
DSP icon
2912
Viant Technology
DSP
$173M
$570K ﹤0.01%
43,117
+12,146
SB icon
2913
Safe Bulkers
SB
$494M
$568K ﹤0.01%
157,036
+36,514
VPG icon
2914
Vishay Precision Group
VPG
$424M
$568K ﹤0.01%
20,212
+7,003
FMAO icon
2915
Farmers & Merchants Bancorp
FMAO
$340M
$567K ﹤0.01%
22,436
+9,656
CLPT icon
2916
ClearPoint Neuro
CLPT
$439M
$566K ﹤0.01%
47,388
-2,528
CTOS icon
2917
Custom Truck One Source
CTOS
$1.31B
$566K ﹤0.01%
114,760
+47,836
PBPB
2918
DELISTED
Potbelly
PBPB
$565K ﹤0.01%
46,098
+16,282
LOVE icon
2919
LoveSac
LOVE
$178M
$563K ﹤0.01%
30,963
+15,090
SSP icon
2920
E.W. Scripps
SSP
$272M
$563K ﹤0.01%
191,461
-205,688
ENLT icon
2921
Enlight Renewable Energy
ENLT
$4.94B
$560K ﹤0.01%
24,670
+18
NNOX icon
2922
Nano X Imaging
NNOX
$190M
$560K ﹤0.01%
108,321
+24,251
ODD icon
2923
ODDITY Tech
ODD
$2.22B
$560K ﹤0.01%
7,416
+409
DC icon
2924
Dakota Gold
DC
$450M
$557K ﹤0.01%
150,917
+77,065
LTBR icon
2925
Lightbridge
LTBR
$578M
$552K ﹤0.01%
41,296
+41,200