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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PEW
4201
GrabAGun Digital Holdings
PEW
$103M
$280 ﹤0.01%
+60
ASYS icon
4202
Amtech Systems
ASYS
$105M
$278 ﹤0.01%
+30
MSGM icon
4203
Motorsport Games
MSGM
$14.1M
$266 ﹤0.01%
+95
SYPR icon
4204
Sypris Solutions
SYPR
$49.3M
$266 ﹤0.01%
+125
SAVA icon
4205
Cassava Sciences
SAVA
$147M
$265 ﹤0.01%
91
-2,643
NOA
4206
North American Construction
NOA
$400M
$256 ﹤0.01%
18
-20,288
MAIN icon
4207
Main Street Capital
MAIN
$5.12B
$254 ﹤0.01%
4
+2
SHCO icon
4208
Soho House & Co
SHCO
$1.73B
$239 ﹤0.01%
27
-5,970
PZG icon
4209
Paramount Gold Nevada
PZG
$96.4M
$235 ﹤0.01%
+191
AP icon
4210
Ampco-Pittsburgh
AP
$49.8M
$227 ﹤0.01%
+99
CAMP icon
4211
CAMP4 Therapeutics
CAMP
$158M
$210 ﹤0.01%
+70
GLTO icon
4212
Galecto
GLTO
$26.4M
$205 ﹤0.01%
55
-45
LIVE icon
4213
Live Ventures
LIVE
$29.1M
$202 ﹤0.01%
+11
AWRE icon
4214
Aware
AWRE
$45.5M
$198 ﹤0.01%
+82
ARTNA icon
4215
Artesian Resources
ARTNA
$321M
$195 ﹤0.01%
6
-1,293
BWEN icon
4216
Broadwind
BWEN
$65.4M
$187 ﹤0.01%
+89
AGAE icon
4217
Allied Gaming & Entertainment
AGAE
$14.7M
$176 ﹤0.01%
+192
CALC icon
4218
CalciMedica
CALC
$60.4M
$175 ﹤0.01%
+57
ANRO icon
4219
Alto Neuroscience
ANRO
$413M
$169 ﹤0.01%
42
+41
SRZN icon
4220
Surrozen
SRZN
$137M
$168 ﹤0.01%
+13
MCHX icon
4221
Marchex
MCHX
$70.7M
$164 ﹤0.01%
+91
CNTX icon
4222
Context Therapeutics
CNTX
$106M
$162 ﹤0.01%
+167
IFS icon
4223
Intercorp Financial Services
IFS
$4.46B
$161 ﹤0.01%
4
-28,250
COCH icon
4224
Envoy Medical
COCH
$23M
$157 ﹤0.01%
+203
LOCL icon
4225
Local Bounti
LOCL
$52.3M
$155 ﹤0.01%
+52