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
AMAL icon
2226
Amalgamated Financial
AMAL
$901M
$1.73M ﹤0.01%
63,872
-130,443
ALNT icon
2227
Allient
ALNT
$903M
$1.73M ﹤0.01%
38,715
+6,370
DQ
2228
Daqo New Energy
DQ
$2.06B
$1.73M ﹤0.01%
61,566
-1,081
PRA icon
2229
ProAssurance
PRA
$1.24B
$1.73M ﹤0.01%
72,169
-22,747
EVH icon
2230
Evolent Health
EVH
$481M
$1.73M ﹤0.01%
204,635
-920,470
NGG icon
2231
National Grid
NGG
$73.5B
$1.73M ﹤0.01%
23,800
PSFE icon
2232
Paysafe
PSFE
$410M
$1.73M ﹤0.01%
133,714
-81,422
THRM icon
2233
Gentherm
THRM
$1.1B
$1.72M ﹤0.01%
50,518
-13,089
UCTT icon
2234
Ultra Clean Holdings
UCTT
$1.13B
$1.72M ﹤0.01%
63,076
-157,639
TFIN icon
2235
Triumph Financial Inc
TFIN
$1.33B
$1.72M ﹤0.01%
34,340
-21,220
FA icon
2236
First Advantage
FA
$2.44B
$1.72M ﹤0.01%
111,569
-41,034
VICR icon
2237
Vicor
VICR
$3.94B
$1.71M ﹤0.01%
34,479
-11,892
GOGO icon
2238
Gogo Inc
GOGO
$953M
$1.71M ﹤0.01%
199,512
+64,770
PRLB icon
2239
Protolabs
PRLB
$1.2B
$1.71M ﹤0.01%
34,250
-12,061
NNE
2240
Nano Nuclear Energy
NNE
$1.52B
$1.71M ﹤0.01%
44,371
-8,391
IRMD icon
2241
iRadimed
IRMD
$1.17B
$1.71M ﹤0.01%
23,987
-3,229
AMWD icon
2242
American Woodmark
AMWD
$795M
$1.7M ﹤0.01%
25,498
-7,455
CTS icon
2243
CTS Corp
CTS
$1.24B
$1.7M ﹤0.01%
42,539
-13,940
KC
2244
Kingsoft Cloud Holdings
KC
$3.84B
$1.69M ﹤0.01%
113,338
+12,563
SFIX icon
2245
Stitch Fix
SFIX
$558M
$1.69M ﹤0.01%
388,482
+171,869
EFC
2246
Ellington Financial
EFC
$1.49B
$1.69M ﹤0.01%
130,061
-42,352
BILI icon
2247
Bilibili
BILI
$11.2B
$1.69M ﹤0.01%
60,081
-169,740
UVSP icon
2248
Univest Financial
UVSP
$921M
$1.69M ﹤0.01%
56,188
-20,801
TBPH icon
2249
Theravance Biopharma
TBPH
$960M
$1.68M ﹤0.01%
115,391
-16,411
NX icon
2250
Quanex
NX
$575M
$1.68M ﹤0.01%
118,111
+5,418