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
PKOH icon
3226
Park-Ohio Holdings
PKOH
$293M
$305K ﹤0.01%
17,059
+6,148
STXS icon
3227
Stereotaxis
STXS
$207M
$305K ﹤0.01%
143,907
+39,933
PAL
3228
Proficient Auto Logistics
PAL
$202M
$305K ﹤0.01%
41,948
+17,638
SKYY icon
3229
First Trust Cloud Computing ETF
SKYY
$3.15B
$304K ﹤0.01%
2,500
SMHI icon
3230
SEACOR Marine Holdings
SMHI
$201M
$304K ﹤0.01%
59,422
+12,954
YINN icon
3231
Direxion Daily FTSE China Bull 3X Shares
YINN
$935M
$302K ﹤0.01%
7,369
+86
BWLP icon
3232
BW LPG
BWLP
$1.98B
$302K ﹤0.01%
25,428
-45,602
SGHT icon
3233
Sight Sciences
SGHT
$376M
$301K ﹤0.01%
72,890
+34,245
RCI icon
3234
Rogers Communications
RCI
$20.7B
$300K ﹤0.01%
10,115
-12,380
ALTI icon
3235
AlTi Global
ALTI
$395M
$299K ﹤0.01%
72,187
+36,777
FNKO icon
3236
Funko
FNKO
$178M
$299K ﹤0.01%
62,732
+22,297
DSGX icon
3237
Descartes Systems
DSGX
$7.16B
$298K ﹤0.01%
2,935
+550
BLFY icon
3238
Blue Foundry Bancorp
BLFY
$169M
$297K ﹤0.01%
31,051
+11,284
CCRD
3239
DELISTED
CoreCard
CCRD
$297K ﹤0.01%
10,279
+10,146
EVCM icon
3240
EverCommerce
EVCM
$1.52B
$297K ﹤0.01%
28,260
+5,820
ABEV icon
3241
Ambev
ABEV
$39.8B
$296K ﹤0.01%
122,860
+80,402
BNED icon
3242
Barnes & Noble Education
BNED
$251M
$295K ﹤0.01%
25,121
+25,065
CLPR
3243
Clipper Realty
CLPR
$59.3M
$294K ﹤0.01%
80,173
+10,576
EHTH icon
3244
eHealth
EHTH
$118M
$294K ﹤0.01%
67,528
+21,445
VABK icon
3245
Virginia National Bankshares
VABK
$216M
$292K ﹤0.01%
7,905
+3,210
HYLN icon
3246
Hyliion Holdings
HYLN
$299M
$291K ﹤0.01%
220,421
+80,121
ELMD icon
3247
Electromed
ELMD
$211M
$289K ﹤0.01%
13,143
+8,432
ONEW icon
3248
OneWater Marine
ONEW
$217M
$289K ﹤0.01%
21,565
+9,528
DOUG icon
3249
Douglas Elliman
DOUG
$214M
$288K ﹤0.01%
124,347
+78,661
ATLO icon
3250
AMES National
ATLO
$191M
$286K ﹤0.01%
16,074
+7,264