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
JANX icon
1926
Janux Therapeutics
JANX
$1.76B
$3.06M ﹤0.01%
132,341
+64,575
EGO icon
1927
Eldorado Gold
EGO
$5.61B
$3.06M ﹤0.01%
150,202
-22,924
DYN icon
1928
Dyne Therapeutics
DYN
$2.68B
$3.05M ﹤0.01%
320,490
+89,266
USLM icon
1929
United States Lime & Minerals
USLM
$3.42B
$3.04M ﹤0.01%
30,424
+9,550
EPI icon
1930
WisdomTree India Earnings Fund ETF
EPI
$2.96B
$3.04M ﹤0.01%
63,937
-69,348
GERN icon
1931
Geron
GERN
$715M
$3.04M ﹤0.01%
2,152,825
+997,902
XMTR icon
1932
Xometry
XMTR
$3.1B
$3.03M ﹤0.01%
89,597
+31,558
CDRE icon
1933
Cadre Holdings
CDRE
$1.75B
$3.03M ﹤0.01%
95,006
-8,247
SG icon
1934
Sweetgreen
SG
$724M
$3.02M ﹤0.01%
202,909
+69,046
LTC
1935
LTC Properties
LTC
$1.72B
$3.01M ﹤0.01%
86,917
+28,499
OLN icon
1936
Olin
OLN
$2.3B
$3M ﹤0.01%
149,352
+30,749
TNK icon
1937
Teekay Tankers
TNK
$2.16B
$3M ﹤0.01%
71,907
+31,566
TRS icon
1938
TriMas Corp
TRS
$1.27B
$3M ﹤0.01%
104,733
+20,885
CRGY icon
1939
Crescent Energy
CRGY
$2.38B
$3M ﹤0.01%
348,442
+126,210
BRR
1940
Columbus Circle Capital Corp I
BRR
$346M
$2.98M ﹤0.01%
+280,979
HOPE icon
1941
Hope Bancorp
HOPE
$1.32B
$2.98M ﹤0.01%
277,912
+94,144
IIPR icon
1942
Innovative Industrial Properties
IIPR
$1.36B
$2.97M ﹤0.01%
53,824
+15,964
ENR icon
1943
Energizer
ENR
$1.63B
$2.97M ﹤0.01%
147,352
+48,047
SCL icon
1944
Stepan Co
SCL
$999M
$2.97M ﹤0.01%
54,347
+17,447
SMLR icon
1945
Semler Scientific
SMLR
$331M
$2.96M ﹤0.01%
76,326
+15,780
BBT
1946
Beacon Financial Corp
BBT
$2.12B
$2.95M ﹤0.01%
117,896
+39,270
MKTW icon
1947
MarketWise
MKTW
$39.1M
$2.95M ﹤0.01%
149,131
+84,629
AMSC icon
1948
American Superconductor
AMSC
$1.53B
$2.95M ﹤0.01%
80,361
+32,368
STEL icon
1949
Stellar Bancorp
STEL
$1.55B
$2.95M ﹤0.01%
105,352
+34,072
FUBO icon
1950
FuboTV Inc
FUBO
$1.24B
$2.93M ﹤0.01%
759,289
+301,272