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
SMA
1876
SmartStop Self Storage REIT
SMA
$1.81B
$3.27M ﹤0.01%
+90,170
LEG icon
1877
Leggett & Platt
LEG
$1.22B
$3.26M ﹤0.01%
365,756
+180,260
ADEA icon
1878
Adeia
ADEA
$1.41B
$3.26M ﹤0.01%
230,729
+58,707
PAGS icon
1879
PagSeguro Digital
PAGS
$2.73B
$3.26M ﹤0.01%
338,187
+96,892
PSN icon
1880
Parsons
PSN
$8.8B
$3.26M ﹤0.01%
45,378
-4,546
LNN icon
1881
Lindsay Corp
LNN
$1.19B
$3.25M ﹤0.01%
22,535
+7,428
CNOB icon
1882
Center Bancorp
CNOB
$1.21B
$3.25M ﹤0.01%
140,215
+43,739
ESRT icon
1883
Empire State Realty Trust
ESRT
$1.22B
$3.25M ﹤0.01%
401,355
+117,978
OR icon
1884
OR Royalties Inc
OR
$6.1B
$3.25M ﹤0.01%
126,273
-207,123
SYRE icon
1885
Spyre Therapeutics
SYRE
$1.82B
$3.24M ﹤0.01%
216,646
+2,040
HOG icon
1886
Harley-Davidson
HOG
$2.92B
$3.24M ﹤0.01%
137,188
+44,048
VRDN icon
1887
Viridian Therapeutics
VRDN
$2.74B
$3.23M ﹤0.01%
231,104
+107,041
AMBC icon
1888
Ambac
AMBC
$417M
$3.23M ﹤0.01%
454,827
-34,919
WEN icon
1889
Wendy's
WEN
$1.64B
$3.23M ﹤0.01%
282,761
+152,108
WT icon
1890
WisdomTree
WT
$1.58B
$3.23M ﹤0.01%
280,397
+54,857
ESAB icon
1891
ESAB
ESAB
$6.78B
$3.23M ﹤0.01%
26,772
-3,112
ELME
1892
Elme Communities
ELME
$1.48B
$3.22M ﹤0.01%
202,435
+35,047
NTB icon
1893
Bank of N.T. Butterfield & Son
NTB
$1.87B
$3.22M ﹤0.01%
72,721
+28,100
ROOT icon
1894
Root
ROOT
$1.27B
$3.22M ﹤0.01%
25,132
+14,080
GNK icon
1895
Genco Shipping & Trading
GNK
$759M
$3.22M ﹤0.01%
246,059
-537
GTY
1896
Getty Realty Corp
GTY
$1.62B
$3.21M ﹤0.01%
116,296
+34,718
IJR icon
1897
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$3.21M ﹤0.01%
29,410
-44,497
CTBI icon
1898
Community Trust Bancorp
CTBI
$984M
$3.21M ﹤0.01%
60,660
+11,238
VSAT icon
1899
Viasat
VSAT
$4.88B
$3.21M ﹤0.01%
219,638
-70,903
LMB icon
1900
Limbach Holdings
LMB
$827M
$3.2M ﹤0.01%
22,842
+9,630