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
OPBK icon
3276
OP Bancorp
OPBK
$198M
$270K ﹤0.01%
20,838
+15,382
ALMS
3277
Alumis Inc
ALMS
$574M
$270K ﹤0.01%
90,060
+63,616
ZBIO
3278
Zenas BioPharma
ZBIO
$1.88B
$269K ﹤0.01%
27,813
+11,653
CZWI icon
3279
Citizens Community Bancorp
CZWI
$163M
$268K ﹤0.01%
19,445
+17,573
EXK
3280
Endeavour Silver
EXK
$2.32B
$267K ﹤0.01%
54,167
-527
TSQ icon
3281
Townsquare Media
TSQ
$85.1M
$267K ﹤0.01%
33,675
-14,399
CAI
3282
Caris Life Sciences
CAI
$6.73B
$267K ﹤0.01%
+10,000
CMT icon
3283
Core Molding Technologies
CMT
$159M
$266K ﹤0.01%
16,036
+6,613
FEIM icon
3284
Frequency Electronics
FEIM
$277M
$264K ﹤0.01%
11,646
+11,564
LZM icon
3285
Lifezone Metals
LZM
$323M
$264K ﹤0.01%
64,015
+27,227
ATOM icon
3286
Atomera
ATOM
$73.2M
$263K ﹤0.01%
52,312
+30,876
IRWD icon
3287
Ironwood Pharmaceuticals
IRWD
$511M
$263K ﹤0.01%
365,450
+36,061
ZLAB icon
3288
Zai Lab
ZLAB
$2.41B
$263K ﹤0.01%
7,538
+2,836
EPSN icon
3289
Epsilon Energy
EPSN
$107M
$262K ﹤0.01%
35,525
+35,303
RCKY icon
3290
Rocky Brands
RCKY
$226M
$262K ﹤0.01%
11,813
+4,341
CRGX
3291
DELISTED
CARGO Therapeutics
CRGX
$261K ﹤0.01%
63,260
+19,067
DH icon
3292
Definitive Healthcare
DH
$281M
$261K ﹤0.01%
67,000
+4,822
MNPR icon
3293
Monopar Therapeutics
MNPR
$521M
$261K ﹤0.01%
7,285
+7,273
AAXJ icon
3294
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.27B
$260K ﹤0.01%
3,152
TGS icon
3295
Transportadora de Gas del Sur
TGS
$4.59B
$259K ﹤0.01%
+10,000
CHYM
3296
Chime Financial
CHYM
$7.08B
$259K ﹤0.01%
+7,500
FRAF icon
3297
Franklin Financial Services
FRAF
$219M
$258K ﹤0.01%
7,465
+7,445
JCAP
3298
Jefferson Capital
JCAP
$1.21B
$258K ﹤0.01%
+14,000
FINW icon
3299
FinWise Bancorp
FINW
$248M
$257K ﹤0.01%
17,118
+11,151
VO icon
3300
Vanguard Mid-Cap ETF
VO
$86.8B
$257K ﹤0.01%
917