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
FSTR icon
2951
Foster
FSTR
$278M
$523K ﹤0.01%
23,913
+8,137
PLSE icon
2952
Pulse Biosciences
PLSE
$976M
$523K ﹤0.01%
34,648
+7,834
UBFO icon
2953
United Security Bancshares
UBFO
$171M
$523K ﹤0.01%
60,456
+26,445
ACCO icon
2954
Acco Brands
ACCO
$308M
$522K ﹤0.01%
146,082
+26,704
TRAK icon
2955
ReposiTrak
TRAK
$275M
$522K ﹤0.01%
26,545
+7,905
MYFW icon
2956
First Western Financial
MYFW
$232M
$519K ﹤0.01%
22,957
+5,493
MRVI icon
2957
Maravai LifeSciences
MRVI
$528M
$517K ﹤0.01%
214,885
+60,631
STRT icon
2958
STRATTEC Security
STRT
$278M
$516K ﹤0.01%
8,298
+5,646
LCNB icon
2959
LCNB Corp
LCNB
$225M
$515K ﹤0.01%
35,485
+9,668
GEVO icon
2960
Gevo
GEVO
$477M
$514K ﹤0.01%
389,455
+179,055
RNGR icon
2961
Ranger Energy Services
RNGR
$325M
$512K ﹤0.01%
42,853
+12,742
ABSI icon
2962
Absci
ABSI
$424M
$511K ﹤0.01%
198,877
+94,321
CIA icon
2963
Citizens
CIA
$283M
$510K ﹤0.01%
146,031
+23,154
AQST icon
2964
Aquestive Therapeutics
AQST
$658M
$509K ﹤0.01%
153,828
+70,871
AVR
2965
Anteris Technologies
AVR
$152M
$509K ﹤0.01%
134,304
+21,098
GWRS icon
2966
Global Water Resources
GWRS
$256M
$508K ﹤0.01%
49,888
+11,500
LBTYK icon
2967
Liberty Global Class C
LBTYK
$3.65B
$508K ﹤0.01%
49,468
+4,587
MCFT icon
2968
MasterCraft Boat Holdings
MCFT
$303M
$508K ﹤0.01%
27,355
-2,680
FATE icon
2969
Fate Therapeutics
FATE
$111M
$507K ﹤0.01%
453,072
+85,787
KLTR icon
2970
Kaltura
KLTR
$237M
$505K ﹤0.01%
251,488
+40,847
URA icon
2971
Global X Uranium ETF
URA
$4.74B
$504K ﹤0.01%
12,985
-73,422
MVIS icon
2972
Microvision
MVIS
$279M
$503K ﹤0.01%
440,895
+167,982
LINE
2973
Lineage Inc
LINE
$7.63B
$503K ﹤0.01%
11,589
+3,533
MAMA icon
2974
Mama's Creations
MAMA
$416M
$501K ﹤0.01%
60,363
+24,552
PAYS icon
2975
Paysign
PAYS
$281M
$497K ﹤0.01%
68,966
+27,862