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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOCO icon
3101
GoHealth
GOCO
$45.1M
$355K ﹤0.01%
73,751
+61,787
BBCP icon
3102
Concrete Pumping Holdings
BBCP
$314M
$354K ﹤0.01%
50,235
-6,875
IYW icon
3103
iShares US Technology ETF
IYW
$20.6B
$354K ﹤0.01%
1,806
+1,006
ATEX icon
3104
Anterix
ATEX
$384M
$352K ﹤0.01%
16,401
-8,411
HRTX icon
3105
Heron Therapeutics
HRTX
$207M
$352K ﹤0.01%
279,357
-42,067
IMMR icon
3106
Immersion
IMMR
$205M
$352K ﹤0.01%
47,947
-4,754
TRDA icon
3107
Entrada Therapeutics
TRDA
$378M
$352K ﹤0.01%
60,630
+2,548
ELMD icon
3108
Electromed
ELMD
$231M
$351K ﹤0.01%
14,317
+1,174
MITT
3109
AG Mortgage Investment Trust
MITT
$257M
$349K ﹤0.01%
48,239
-7,659
JCAP
3110
Jefferson Capital
JCAP
$1.25B
$349K ﹤0.01%
20,219
+6,219
SCPH
3111
DELISTED
scPharmaceuticals
SCPH
$346K ﹤0.01%
61,084
-5,115
SGC icon
3112
Superior Group of Companies
SGC
$151M
$346K ﹤0.01%
32,241
-1,797
HYLN icon
3113
Hyliion Holdings
HYLN
$313M
$346K ﹤0.01%
175,408
-45,013
MCHB
3114
Mechanics Bancorp
MCHB
$3.27B
$345K ﹤0.01%
25,918
-4,859
SMHI icon
3115
SEACOR Marine Holdings
SMHI
$188M
$345K ﹤0.01%
53,125
-6,297
SID icon
3116
Companhia Siderúrgica Nacional
SID
$2.06B
$345K ﹤0.01%
229,850
+2,692
ICLR icon
3117
Icon
ICLR
$12.6B
$345K ﹤0.01%
1,970
-39,643
RGP icon
3118
Resources Connection
RGP
$159M
$344K ﹤0.01%
68,178
+4,981
SCZ icon
3119
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.2B
$344K ﹤0.01%
4,486
-56,641
LFVN icon
3120
LifeVantage
LFVN
$83.1M
$344K ﹤0.01%
35,368
+4,694
ICLN icon
3121
iShares Global Clean Energy ETF
ICLN
$1.93B
$343K ﹤0.01%
22,152
+19,977
TE
3122
T1 Energy Inc
TE
$699M
$343K ﹤0.01%
157,271
-30,278
FCAP icon
3123
First Capital
FCAP
$163M
$341K ﹤0.01%
7,453
+903
KARO icon
3124
Karooooo
KARO
$1.34B
$341K ﹤0.01%
5,966
+1,684
SLI
3125
Standard Lithium
SLI
$948M
$339K ﹤0.01%
100,710