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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STEL icon
2126
Stellar Bancorp
STEL
$1.63B
$2.11M ﹤0.01%
69,556
-35,796
CIM
2127
Chimera Investment
CIM
$1.05B
$2.1M ﹤0.01%
159,136
-26,165
THFF icon
2128
First Financial Corp
THFF
$701M
$2.1M ﹤0.01%
37,188
-8,653
MMI icon
2129
Marcus & Millichap
MMI
$1.16B
$2.1M ﹤0.01%
71,439
-13,962
GRPN icon
2130
Groupon
GRPN
$672M
$2.09M ﹤0.01%
89,635
+26,320
STBA icon
2131
S&T Bancorp
STBA
$1.55B
$2.09M ﹤0.01%
55,644
-26,490
MYGN icon
2132
Myriad Genetics
MYGN
$737M
$2.09M ﹤0.01%
289,197
-57,462
CFFN icon
2133
Capitol Federal Financial
CFFN
$862M
$2.09M ﹤0.01%
328,921
+35,094
FOXF icon
2134
Fox Factory Holding Corp
FOXF
$612M
$2.08M ﹤0.01%
85,782
+6,262
VMEO icon
2135
Vimeo
VMEO
$2.08M ﹤0.01%
268,307
-29,463
TRS icon
2136
TriMas Corp
TRS
$1.35B
$2.08M ﹤0.01%
53,797
-50,936
CCBG icon
2137
Capital City Bank Group
CCBG
$722M
$2.08M ﹤0.01%
49,717
-8,024
HBNC icon
2138
Horizon Bancorp
HBNC
$874M
$2.08M ﹤0.01%
129,753
-6,458
VT icon
2139
Vanguard Total World Stock ETF
VT
$56.6B
$2.07M ﹤0.01%
15,050
DBD icon
2140
Diebold Nixdorf
DBD
$2.3B
$2.07M ﹤0.01%
36,265
-11,369
XPEL icon
2141
XPEL
XPEL
$1.31B
$2.07M ﹤0.01%
62,449
-12,707
DV icon
2142
DoubleVerify
DV
$1.69B
$2.06M ﹤0.01%
172,014
+47,400
KE
2143
Kimball Electronics
KE
$695M
$2.06M ﹤0.01%
68,836
-4,338
NTGR icon
2144
NETGEAR
NTGR
$724M
$2.05M ﹤0.01%
63,191
-102,561
TSLX icon
2145
Sixth Street Specialty
TSLX
$2.04B
$2.03M ﹤0.01%
+88,917
IOVA icon
2146
Iovance Biotherapeutics
IOVA
$984M
$2.03M ﹤0.01%
936,687
+52,347
SILA
2147
Sila Realty Trust
SILA
$1.3B
$2.02M ﹤0.01%
80,608
-26,714
PWP icon
2148
Perella Weinberg Partners
PWP
$1.2B
$2.02M ﹤0.01%
94,720
-155,428
OSBC icon
2149
Old Second Bancorp
OSBC
$1B
$2.02M ﹤0.01%
116,579
-16,898
GABC icon
2150
German American Bancorp
GABC
$1.51B
$2.01M ﹤0.01%
51,119
-16,883