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
USPH icon
2076
US Physical Therapy
USPH
$1.09B
$2.42M ﹤0.01%
30,992
+10,677
ULS icon
2077
UL Solutions
ULS
$17.4B
$2.42M ﹤0.01%
33,266
-4,926
GNTX icon
2078
Gentex
GNTX
$5.01B
$2.41M ﹤0.01%
109,703
-7,782
FTRE icon
2079
Fortrea Holdings
FTRE
$962M
$2.41M ﹤0.01%
487,653
+168,974
CTS icon
2080
CTS Corp
CTS
$1.23B
$2.41M ﹤0.01%
56,479
+12,543
DRVN icon
2081
Driven Brands
DRVN
$2.29B
$2.39M ﹤0.01%
136,283
-103,732
DXPE icon
2082
DXP Enterprises
DXPE
$1.42B
$2.39M ﹤0.01%
27,298
+9,169
IMAX icon
2083
IMAX
IMAX
$1.88B
$2.39M ﹤0.01%
85,569
-89,007
SPTN
2084
DELISTED
SpartanNash
SPTN
$2.39M ﹤0.01%
90,285
-12,740
SKE
2085
Skeena Resources
SKE
$2.12B
$2.39M ﹤0.01%
150,188
+116,191
VIR icon
2086
Vir Biotechnology
VIR
$783M
$2.39M ﹤0.01%
473,658
+262,035
CIFR icon
2087
Cipher Mining
CIFR
$5.67B
$2.38M ﹤0.01%
497,500
+204,387
GOGL
2088
DELISTED
Golden Ocean Group
GOGL
$2.38M ﹤0.01%
324,850
+174,583
OSBC icon
2089
Old Second Bancorp
OSBC
$971M
$2.37M ﹤0.01%
133,477
+37,514
SAND
2090
DELISTED
Sandstorm Gold
SAND
$2.36M ﹤0.01%
251,572
-64,568
LIND icon
2091
Lindblad Expeditions
LIND
$661M
$2.35M ﹤0.01%
201,320
+27,778
CLMT icon
2092
Calumet Specialty Products
CLMT
$1.62B
$2.35M ﹤0.01%
149,021
+59,642
THO icon
2093
Thor Industries
THO
$5.21B
$2.35M ﹤0.01%
26,429
-54,675
AOSL icon
2094
Alpha and Omega Semiconductor
AOSL
$555M
$2.34M ﹤0.01%
91,222
+60,136
COPX icon
2095
Global X Copper Miners ETF NEW
COPX
$2.74B
$2.33M ﹤0.01%
51,906
-3,001
GSAT icon
2096
Globalstar
GSAT
$7.98B
$2.33M ﹤0.01%
99,157
+30,421
CODI icon
2097
Compass Diversified
CODI
$433M
$2.33M ﹤0.01%
370,878
+286,848
KURA icon
2098
Kura Oncology
KURA
$975M
$2.33M ﹤0.01%
403,241
+209,267
FDP icon
2099
Fresh Del Monte Produce
FDP
$1.69B
$2.32M ﹤0.01%
71,710
+14,782
APPN icon
2100
Appian
APPN
$3.19B
$2.32M ﹤0.01%
77,675
+27,243