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
EFSC icon
1551
Enterprise Financial Services Corp
EFSC
$1.98B
$5.35M ﹤0.01%
97,060
+25,677
CLDX icon
1552
Celldex Therapeutics
CLDX
$1.7B
$5.35M ﹤0.01%
262,725
+146,159
ADTN icon
1553
Adtran
ADTN
$598M
$5.33M ﹤0.01%
594,593
+136,660
ANDE icon
1554
Andersons Inc
ANDE
$1.67B
$5.33M ﹤0.01%
144,999
+29,793
VSEC icon
1555
VSE Corp
VSEC
$4B
$5.32M ﹤0.01%
40,652
+17,322
BLKB icon
1556
Blackbaud
BLKB
$2.93B
$5.32M ﹤0.01%
82,897
+21,206
CMA icon
1557
Comerica
CMA
$10B
$5.32M ﹤0.01%
89,188
-22,692
PSMT icon
1558
Pricesmart
PSMT
$3.6B
$5.32M ﹤0.01%
50,658
+16,286
SAP icon
1559
SAP
SAP
$285B
$5.32M ﹤0.01%
17,490
+6,078
BAB icon
1560
Invesco Taxable Municipal Bond ETF
BAB
$922M
$5.31M ﹤0.01%
200,000
ACVA icon
1561
ACV Auctions
ACVA
$1.07B
$5.3M ﹤0.01%
326,949
+133,696
ALG icon
1562
Alamo Group
ALG
$1.97B
$5.3M ﹤0.01%
24,250
+4,033
SAIC icon
1563
Saic
SAIC
$4.08B
$5.29M ﹤0.01%
46,999
-54
ATKR icon
1564
Atkore
ATKR
$2.19B
$5.28M ﹤0.01%
74,909
+23,368
YOU icon
1565
Clear Secure
YOU
$3.58B
$5.28M ﹤0.01%
190,026
+21,411
ADUS icon
1566
Addus HomeCare
ADUS
$2.02B
$5.27M ﹤0.01%
45,802
+15,330
TISI icon
1567
Team
TISI
$72M
$5.27M ﹤0.01%
289,514
-5,922
CHEF icon
1568
Chefs' Warehouse
CHEF
$2.4B
$5.27M ﹤0.01%
82,563
+24,457
TFPM icon
1569
Triple Flag Precious Metals
TFPM
$6.22B
$5.26M ﹤0.01%
222,202
-10,366
FORM icon
1570
FormFactor
FORM
$3.89B
$5.26M ﹤0.01%
152,833
+44,230
CPK icon
1571
Chesapeake Utilities
CPK
$3.18B
$5.25M ﹤0.01%
43,682
+15,312
HHH icon
1572
Howard Hughes
HHH
$5.1B
$5.25M ﹤0.01%
77,802
+70,179
LSTR icon
1573
Landstar System
LSTR
$4.32B
$5.25M ﹤0.01%
37,772
-6,814
SEZL icon
1574
Sezzle
SEZL
$1.78B
$5.23M ﹤0.01%
29,168
+10,635
TPC
1575
Tutor Perini Cor
TPC
$3.12B
$5.22M ﹤0.01%
111,533
+32,741