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
BY icon
2201
Byline Bancorp
BY
$1.26B
$1.99M ﹤0.01%
74,319
+30,672
PNTG icon
2202
Pennant Group
PNTG
$861M
$1.98M ﹤0.01%
66,407
+21,353
RCAT icon
2203
Red Cat Holdings
RCAT
$855M
$1.98M ﹤0.01%
272,185
+207,536
XERS icon
2204
Xeris Biopharma Holdings
XERS
$1.19B
$1.98M ﹤0.01%
424,248
+143,613
GOGO icon
2205
Gogo Inc
GOGO
$956M
$1.98M ﹤0.01%
134,742
+51,236
ARMN
2206
Aris Mining
ARMN
$2.28B
$1.97M ﹤0.01%
292,638
+258,062
RGNX icon
2207
Regenxbio
RGNX
$583M
$1.97M ﹤0.01%
239,535
+119,876
WFRD icon
2208
Weatherford International
WFRD
$5.18B
$1.97M ﹤0.01%
39,083
-3,150
AESI icon
2209
Atlas Energy Solutions
AESI
$1.11B
$1.96M ﹤0.01%
146,984
-161,734
KLG
2210
DELISTED
WK Kellogg Co
KLG
$1.96M ﹤0.01%
123,121
+34,289
HLX icon
2211
Helix Energy Solutions
HLX
$994M
$1.96M ﹤0.01%
314,123
+72,338
UTZ icon
2212
Utz Brands
UTZ
$921M
$1.96M ﹤0.01%
156,084
-65,165
SIBN icon
2213
SI-BONE Inc
SIBN
$756M
$1.96M ﹤0.01%
103,903
+32,891
ATRO icon
2214
Astronics
ATRO
$1.86B
$1.95M ﹤0.01%
58,303
+23,495
NEXN
2215
Nexxen International
NEXN
$408M
$1.95M ﹤0.01%
187,528
+64,120
EQBK icon
2216
Equity Bancshares
EQBK
$802M
$1.95M ﹤0.01%
47,855
+26,002
MLYS icon
2217
Mineralys Therapeutics
MLYS
$3.23B
$1.95M ﹤0.01%
143,884
+110,984
LQDA icon
2218
Liquidia Corp
LQDA
$2.44B
$1.95M ﹤0.01%
156,360
+71,638
SY
2219
So-Young International
SY
$365M
$1.93M ﹤0.01%
623,793
+423,856
VT icon
2220
Vanguard Total World Stock ETF
VT
$54.7B
$1.93M ﹤0.01%
15,050
GBTG icon
2221
American Express Global Business Travel
GBTG
$3.76B
$1.93M ﹤0.01%
306,476
+55,661
UNIT
2222
Uniti Group
UNIT
$1.55B
$1.93M ﹤0.01%
446,928
+139,675
NEO icon
2223
NeoGenomics
NEO
$1.34B
$1.93M ﹤0.01%
263,878
+82,212
AMSF icon
2224
AMERISAFE
AMSF
$787M
$1.93M ﹤0.01%
44,076
+12,558
RLAY icon
2225
Relay Therapeutics
RLAY
$1.09B
$1.93M ﹤0.01%
556,522
+87,351