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
SYM icon
3101
Symbotic
SYM
$6.48B
$387K ﹤0.01%
9,965
+951
CHPT icon
3102
ChargePoint
CHPT
$202M
$386K ﹤0.01%
27,440
-18,090
GLUE icon
3103
Monte Rosa Therapeutics
GLUE
$935M
$386K ﹤0.01%
85,712
+39,502
FPH icon
3104
Five Point Holdings
FPH
$444M
$385K ﹤0.01%
70,087
BTE icon
3105
Baytex Energy
BTE
$2.43B
$384K ﹤0.01%
214,550
-69,639
SKIN icon
3106
The Beauty Health Co
SKIN
$163M
$383K ﹤0.01%
200,512
+119,742
ARKG icon
3107
ARK Genomic Revolution ETF
ARKG
$1.08B
$379K ﹤0.01%
15,601
-20,774
EXFY icon
3108
Expensify
EXFY
$141M
$378K ﹤0.01%
146,015
-25,119
SLS icon
3109
SELLAS Life Sciences
SLS
$204M
$378K ﹤0.01%
+172,803
INSE icon
3110
Inspired Entertainment
INSE
$209M
$377K ﹤0.01%
46,130
+21,020
NWFL icon
3111
Norwood Financial Corp
NWFL
$255M
$377K ﹤0.01%
14,641
+6,245
PCYO icon
3112
Pure Cycle
PCYO
$268M
$377K ﹤0.01%
35,256
+14,313
SEPN
3113
Septerna Inc
SEPN
$1.04B
$377K ﹤0.01%
35,706
+12,973
PCB icon
3114
PCB Bancorp
PCB
$309M
$376K ﹤0.01%
17,922
+7,012
ANIK icon
3115
Anika Therapeutics
ANIK
$144M
$374K ﹤0.01%
35,390
+7,379
ESSA
3116
DELISTED
ESSA Bancorp
ESSA
$374K ﹤0.01%
19,268
+4,702
OMER icon
3117
Omeros
OMER
$536M
$374K ﹤0.01%
124,831
+43,490
PAY icon
3118
Paymentus
PAY
$4.73B
$374K ﹤0.01%
11,453
+5,838
NC icon
3119
NACCO Industries
NC
$386M
$372K ﹤0.01%
8,414
+2,665
PBYI icon
3120
Puma Biotechnology
PBYI
$246M
$372K ﹤0.01%
108,653
+25,392
FUNC icon
3121
First United
FUNC
$237M
$370K ﹤0.01%
11,929
-1,044
DSGN icon
3122
Design Therapeutics
DSGN
$420M
$368K ﹤0.01%
109,536
+25,530
FVCB icon
3123
FVCBankcorp
FVCB
$227M
$368K ﹤0.01%
31,293
+14,509
SKYH icon
3124
Sky Harbour Group
SKYH
$325M
$368K ﹤0.01%
37,688
+25,145
ALDX icon
3125
Aldeyra Therapeutics
ALDX
$304M
$367K ﹤0.01%
95,648
+44,691