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
SEVN
3201
Seven Hills Realty Trust
SEVN
$135M
$321K ﹤0.01%
26,582
+11,543
EWCZ icon
3202
European Wax Center
EWCZ
$166M
$319K ﹤0.01%
56,869
+17,618
RGCO icon
3203
RGC Resources
RGCO
$221M
$318K ﹤0.01%
14,241
+5,901
RNAC icon
3204
Cartesian Therapeutics
RNAC
$194M
$318K ﹤0.01%
30,675
+16,306
SID icon
3205
Companhia Siderúrgica Nacional
SID
$2.14B
$318K ﹤0.01%
227,158
+107,752
TTSH icon
3206
Tile Shop Holdings
TTSH
$283M
$317K ﹤0.01%
49,963
+19,360
OABI icon
3207
OmniAb
OABI
$225M
$316K ﹤0.01%
181,677
+76,064
BNTC icon
3208
Benitec Biopharma
BNTC
$443M
$315K ﹤0.01%
+26,940
TGB
3209
Taseko Mines
TGB
$1.56B
$315K ﹤0.01%
100,181
+36,685
ALCO icon
3210
Alico
ALCO
$253M
$314K ﹤0.01%
9,603
+2,413
CURI icon
3211
CuriosityStream
CURI
$265M
$314K ﹤0.01%
55,768
+55,180
RMNI icon
3212
Rimini Street
RMNI
$353M
$314K ﹤0.01%
83,217
+29,421
SII
3213
Sprott
SII
$2.27B
$312K ﹤0.01%
4,517
-1,943
UTMD icon
3214
Utah Medical Products
UTMD
$177M
$312K ﹤0.01%
5,483
+2,136
KINS icon
3215
Kingstone Companies
KINS
$203M
$311K ﹤0.01%
+20,173
TEAD
3216
Teads Holding Co
TEAD
$74.8M
$311K ﹤0.01%
125,339
+21,294
CTGO icon
3217
Contango ORE
CTGO
$328M
$310K ﹤0.01%
15,905
+5,071
NICE icon
3218
Nice
NICE
$8.24B
$310K ﹤0.01%
1,836
-5,076
PESI icon
3219
Perma-Fix Environmental Services
PESI
$232M
$310K ﹤0.01%
29,500
+11,108
THRD
3220
DELISTED
Third Harmonic Bio
THRD
$309K ﹤0.01%
56,905
+21,874
PACK icon
3221
Ranpak Holdings
PACK
$409M
$308K ﹤0.01%
86,483
+32,280
FSFG icon
3222
First Savings Financial Group
FSFG
$210M
$307K ﹤0.01%
12,274
+9,684
COPP icon
3223
Sprott Copper Miners ETF
COPP
$41.5M
$307K ﹤0.01%
13,250
ZK icon
3224
Zeekr
ZK
$7.03B
$306K ﹤0.01%
12,004
+4,512
GETY icon
3225
Getty Images
GETY
$620M
$305K ﹤0.01%
184,059
+75,047