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
GABC icon
2026
German American Bancorp
GABC
$1.47B
$2.62M ﹤0.01%
68,002
+31,108
CACC icon
2027
Credit Acceptance
CACC
$4.87B
$2.62M ﹤0.01%
5,140
+1,789
KFRC icon
2028
Kforce
KFRC
$541M
$2.6M ﹤0.01%
63,284
+10,069
TCBK icon
2029
TriCo Bancshares
TCBK
$1.49B
$2.6M ﹤0.01%
64,158
+18,281
AAT
2030
American Assets Trust
AAT
$1.18B
$2.6M ﹤0.01%
131,522
+39,240
VFC icon
2031
VF Corp
VFC
$5.85B
$2.59M ﹤0.01%
220,712
-273,672
BRKR icon
2032
Bruker
BRKR
$6.32B
$2.59M ﹤0.01%
62,867
-37,996
DHT icon
2033
DHT Holdings
DHT
$2.2B
$2.59M ﹤0.01%
239,281
+80,254
KEX icon
2034
Kirby Corp
KEX
$5.89B
$2.58M ﹤0.01%
22,798
+2,230
EQX icon
2035
Equinox Gold
EQX
$10B
$2.58M ﹤0.01%
449,296
+106,395
CXT icon
2036
Crane NXT
CXT
$3.36B
$2.58M ﹤0.01%
47,934
+1,244
DX
2037
Dynex Capital
DX
$2B
$2.58M ﹤0.01%
211,143
+6,545
AG icon
2038
First Majestic Silver
AG
$5.89B
$2.58M ﹤0.01%
312,049
-23,939
LOB icon
2039
Live Oak Bancshares
LOB
$1.43B
$2.58M ﹤0.01%
86,477
+25,284
NHC icon
2040
National Healthcare
NHC
$1.99B
$2.57M ﹤0.01%
24,056
+8,038
SAH icon
2041
Sonic Automotive
SAH
$2.18B
$2.57M ﹤0.01%
32,172
+10,432
CIM
2042
Chimera Investment
CIM
$1B
$2.57M ﹤0.01%
185,301
+54,480
SPT icon
2043
Sprout Social
SPT
$595M
$2.57M ﹤0.01%
122,898
+47,239
SONO icon
2044
Sonos
SONO
$2B
$2.56M ﹤0.01%
236,791
-80,764
REX icon
2045
REX American Resources
REX
$1.1B
$2.56M ﹤0.01%
105,016
+26,046
AVBP icon
2046
ArriVent BioPharma
AVBP
$854M
$2.55M ﹤0.01%
117,212
+76,629
NVEE
2047
DELISTED
NV5 Global
NVEE
$2.55M ﹤0.01%
110,399
+30,933
AGO icon
2048
Assured Guaranty
AGO
$4.03B
$2.54M ﹤0.01%
29,233
-3,274
ORRF icon
2049
Orrstown Financial Services
ORRF
$672M
$2.54M ﹤0.01%
79,845
+8,137
SILA
2050
Sila Realty Trust
SILA
$1.3B
$2.54M ﹤0.01%
107,322
+46,271