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
BMBL icon
1776
Bumble
BMBL
$406M
$3.83M ﹤0.01%
580,987
+54,420
PAYO icon
1777
Payoneer
PAYO
$1.97B
$3.82M ﹤0.01%
557,489
+189,822
NVAX icon
1778
Novavax
NVAX
$1.13B
$3.8M ﹤0.01%
603,316
+307,051
FBNC icon
1779
First Bancorp
FBNC
$2.11B
$3.8M ﹤0.01%
86,205
+25,854
WU icon
1780
Western Union
WU
$2.81B
$3.78M ﹤0.01%
448,915
-92,554
BFAM icon
1781
Bright Horizons
BFAM
$5.63B
$3.78M ﹤0.01%
30,597
+10,863
APLD icon
1782
Applied Digital
APLD
$6.61B
$3.76M ﹤0.01%
373,042
+106,645
NBHC icon
1783
National Bank Holdings
NBHC
$1.39B
$3.74M ﹤0.01%
99,474
+29,713
FCF icon
1784
First Commonwealth Financial
FCF
$1.66B
$3.74M ﹤0.01%
230,474
+69,233
PRAX icon
1785
Praxis Precision Medicines
PRAX
$4.66B
$3.73M ﹤0.01%
88,724
+56,956
WVE icon
1786
Wave Life Sciences
WVE
$1.18B
$3.73M ﹤0.01%
573,187
+311,973
HUT
1787
Hut 8
HUT
$3.99B
$3.72M ﹤0.01%
200,003
+100,948
PONY
1788
Pony AI Inc
PONY
$5.63B
$3.71M ﹤0.01%
+281,210
IAC icon
1789
IAC Inc
IAC
$2.57B
$3.71M ﹤0.01%
99,273
-59,219
UFPT icon
1790
UFP Technologies
UFPT
$1.79B
$3.7M ﹤0.01%
15,174
+5,365
AGNC icon
1791
AGNC Investment
AGNC
$10.9B
$3.7M ﹤0.01%
402,555
-396,585
AUR icon
1792
Aurora
AUR
$7.99B
$3.69M ﹤0.01%
703,954
-791,771
BBW icon
1793
Build-A-Bear
BBW
$639M
$3.69M ﹤0.01%
71,519
+10,416
EWTX icon
1794
Edgewise Therapeutics
EWTX
$2.41B
$3.69M ﹤0.01%
281,250
+172,688
PRM icon
1795
Perimeter Solutions
PRM
$3.75B
$3.69M ﹤0.01%
264,869
+100,028
VVV icon
1796
Valvoline
VVV
$4B
$3.67M ﹤0.01%
96,970
-47,674
ALEX
1797
Alexander & Baldwin
ALEX
$1.16B
$3.67M ﹤0.01%
205,812
+44,179
LKFN icon
1798
Lakeland Financial Corp
LKFN
$1.49B
$3.67M ﹤0.01%
59,705
+22,029
CDNA icon
1799
CareDx
CDNA
$820M
$3.65M ﹤0.01%
186,985
+90,985
VSH icon
1800
Vishay Intertechnology
VSH
$1.8B
$3.65M ﹤0.01%
229,655
+40,107