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
IDR icon
3051
Idaho Strategic Resources
IDR
$548M
$425K ﹤0.01%
32,395
+22,828
IHRT icon
3052
iHeartMedia
IHRT
$611M
$424K ﹤0.01%
240,822
+93,623
LAC
3053
Lithium Americas
LAC
$1.35B
$424K ﹤0.01%
158,505
+18,018
ONIT
3054
Onity Group
ONIT
$348M
$424K ﹤0.01%
11,130
+4,645
MITT
3055
AG Mortgage Investment Trust
MITT
$247M
$421K ﹤0.01%
55,898
+17,309
XOMA icon
3056
Xoma
XOMA
$404M
$420K ﹤0.01%
16,640
+7,744
HSHP
3057
Himalaya Shipping
HSHP
$378M
$419K ﹤0.01%
72,686
+9,648
SHEL icon
3058
Shell
SHEL
$217B
$418K ﹤0.01%
5,925
-20,843
ACRE
3059
Ares Commercial Real Estate
ACRE
$271M
$417K ﹤0.01%
87,581
+33,901
AD
3060
Array Digital Infrastructure
AD
$3.96B
$417K ﹤0.01%
6,504
-10,844
GOSS icon
3061
Gossamer Bio
GOSS
$627M
$416K ﹤0.01%
338,792
+93,692
LEGH icon
3062
Legacy Housing
LEGH
$468M
$416K ﹤0.01%
18,330
+4,725
FDMT icon
3063
4D Molecular Therapeutics
FDMT
$616M
$415K ﹤0.01%
111,779
+14,737
IMMR icon
3064
Immersion
IMMR
$214M
$415K ﹤0.01%
52,701
+9,249
FVRR icon
3065
Fiverr
FVRR
$805M
$413K ﹤0.01%
14,062
-715
OPRX icon
3066
OptimizeRx
OPRX
$283M
$413K ﹤0.01%
30,617
+8,528
TTGT icon
3067
TechTarget
TTGT
$372M
$412K ﹤0.01%
52,991
+17,498
TMC icon
3068
TMC The Metals Company
TMC
$2.06B
$411K ﹤0.01%
62,263
+47,771
TBRG icon
3069
TruBridge
TBRG
$306M
$411K ﹤0.01%
17,582
-12,026
KULR icon
3070
KULR Technology Group
KULR
$113M
$410K ﹤0.01%
+57,629
ERAS icon
3071
Erasca
ERAS
$732M
$410K ﹤0.01%
323,480
+73,886
HPK icon
3072
HighPeak Energy
HPK
$752M
$410K ﹤0.01%
41,888
+23,181
SRI icon
3073
Stoneridge
SRI
$160M
$410K ﹤0.01%
58,206
-13,158
BHC icon
3074
Bausch Health
BHC
$2.33B
$409K ﹤0.01%
61,408
+2,091
BRBS icon
3075
Blue Ridge Bankshares
BRBS
$395M
$408K ﹤0.01%
113,624
+70,036