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
DNUT icon
3026
Krispy Kreme
DNUT
$699M
$441K ﹤0.01%
151,547
-17,864
CZFS icon
3027
Citizens Financial Services
CZFS
$270M
$440K ﹤0.01%
7,500
+2,784
KGEI
3028
Kolibri Global Energy
KGEI
$142M
$440K ﹤0.01%
64,363
+46,651
EFSI
3029
Eagle Financial Services Inc
EFSI
$194M
$439K ﹤0.01%
+14,292
EDIT icon
3030
Editas Medicine
EDIT
$254M
$438K ﹤0.01%
199,530
+58,346
EVC icon
3031
Entravision Communication
EVC
$259M
$436K ﹤0.01%
188,415
+43,083
PGEN icon
3032
Precigen
PGEN
$1.72B
$435K ﹤0.01%
306,418
+126,583
RYAM icon
3033
Rayonier Advanced Materials
RYAM
$390M
$435K ﹤0.01%
113,248
+43,472
TECX
3034
Tectonic Therapeutic
TECX
$347M
$435K ﹤0.01%
21,891
+8,181
ABEO icon
3035
Abeona Therapeutics
ABEO
$228M
$434K ﹤0.01%
76,401
-8,364
BRT
3036
BRT Apartments
BRT
$278M
$434K ﹤0.01%
27,733
+16,278
LMNR icon
3037
Limoneira
LMNR
$242M
$434K ﹤0.01%
27,795
+11,138
SATL icon
3038
Satellogic
SATL
$203M
$434K ﹤0.01%
+119,875
TFSL icon
3039
TFS Financial
TFSL
$3.83B
$434K ﹤0.01%
33,503
+6,132
ZIMV
3040
DELISTED
ZimVie
ZIMV
$434K ﹤0.01%
46,413
+18,439
KFS icon
3041
Kingsway Financial Services
KFS
$365M
$433K ﹤0.01%
32,034
+18,253
AURA icon
3042
Aura Biosciences
AURA
$344M
$429K ﹤0.01%
68,551
+18,156
UNG icon
3043
United States Natural Gas Fund
UNG
$660M
$429K ﹤0.01%
28,118
+17,153
GENC icon
3044
Gencor Industries
GENC
$201M
$428K ﹤0.01%
30,607
+9,146
RCKT icon
3045
Rocket Pharmaceuticals
RCKT
$330M
$428K ﹤0.01%
174,438
+7,556
AVD icon
3046
American Vanguard Corp
AVD
$145M
$427K ﹤0.01%
108,882
+18,201
FCCO icon
3047
First Community Corp
FCCO
$213M
$427K ﹤0.01%
17,528
+4,579
JYNT icon
3048
The Joint Corp
JYNT
$122M
$427K ﹤0.01%
37,046
+15,083
ANNX icon
3049
Annexon
ANNX
$324M
$426K ﹤0.01%
177,628
+12,496
FFAI
3050
Faraday Future Intelligent Electric
FFAI
$149M
$426K ﹤0.01%
+253,780