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
SGC icon
3151
Superior Group of Companies
SGC
$142M
$350K ﹤0.01%
34,038
+12,473
TASK icon
3152
TaskUs
TASK
$1.06B
$350K ﹤0.01%
20,937
-9
DENN icon
3153
Denny's
DENN
$316M
$349K ﹤0.01%
84,995
+31,335
MFIN icon
3154
Medallion Financial
MFIN
$229M
$349K ﹤0.01%
36,631
+13,481
MNTK icon
3155
Montauk Renewables
MNTK
$273M
$348K ﹤0.01%
156,759
-37,397
DJP icon
3156
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$627M
$347K ﹤0.01%
10,200
GCO icon
3157
Genesco
GCO
$344M
$347K ﹤0.01%
17,628
+5,493
BHR
3158
Braemar Hotels & Resorts
BHR
$185M
$346K ﹤0.01%
141,220
+33,739
CADL icon
3159
Candel Therapeutics
CADL
$255M
$346K ﹤0.01%
68,436
+37,114
WEYS icon
3160
Weyco Group
WEYS
$332M
$346K ﹤0.01%
10,451
+4,343
PEBK icon
3161
Peoples Bancorp of North Carolina
PEBK
$162M
$342K ﹤0.01%
11,836
+3,361
UGP icon
3162
Ultrapar
UGP
$4.45B
$342K ﹤0.01%
104,379
+26,546
KXI icon
3163
iShares Global Consumer Staples ETF
KXI
$855M
$340K ﹤0.01%
5,200
CRDF icon
3164
Cardiff Oncology
CRDF
$143M
$339K ﹤0.01%
107,536
+45,779
KVHI icon
3165
KVH Industries
KVHI
$113M
$339K ﹤0.01%
63,487
RGP icon
3166
Resources Connection
RGP
$160M
$339K ﹤0.01%
63,197
+20,663
DNN icon
3167
Denison Mines
DNN
$2.23B
$338K ﹤0.01%
185,975
-1,137
PKBK icon
3168
Parke Bancorp
PKBK
$254M
$337K ﹤0.01%
16,563
+6,074
HAIN icon
3169
Hain Celestial
HAIN
$123M
$336K ﹤0.01%
221,183
+12,594
PVBC icon
3170
Provident Bancorp
PVBC
$240M
$336K ﹤0.01%
26,951
+11,132
TIMB icon
3171
TIM SA
TIMB
$11.2B
$336K ﹤0.01%
16,695
LPRO icon
3172
Open Lending Corp
LPRO
$181M
$335K ﹤0.01%
172,374
+40,200
BH icon
3173
Biglari Holdings Class B
BH
$983M
$334K ﹤0.01%
1,145
-468
FHTX icon
3174
Foghorn Therapeutics
FHTX
$265M
$334K ﹤0.01%
70,814
+30,924
KNSA icon
3175
Kiniksa Pharmaceuticals
KNSA
$3.06B
$334K ﹤0.01%
12,052
-43,291