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
MYGN icon
2251
Myriad Genetics
MYGN
$625M
$1.84M ﹤0.01%
346,659
+170,779
WS icon
2252
Worthington Steel
WS
$1.61B
$1.84M ﹤0.01%
61,690
+22,003
WASH icon
2253
Washington Trust Bancorp
WASH
$529M
$1.84M ﹤0.01%
64,973
+11,676
MBWM icon
2254
Mercantile Bank Corp
MBWM
$740M
$1.83M ﹤0.01%
39,461
+7,996
TIPT icon
2255
Tiptree Inc
TIPT
$727M
$1.83M ﹤0.01%
77,603
+13,085
MTUS icon
2256
Metallus
MTUS
$664M
$1.82M ﹤0.01%
118,460
+21,400
ZG icon
2257
Zillow
ZG
$16.3B
$1.82M ﹤0.01%
26,616
+4,099
EVER icon
2258
EverQuote
EVER
$912M
$1.82M ﹤0.01%
75,379
+20,759
MFA
2259
MFA Financial
MFA
$948M
$1.82M ﹤0.01%
192,629
+11,473
PLOW icon
2260
Douglas Dynamics
PLOW
$712M
$1.82M ﹤0.01%
61,820
+3,837
NNE
2261
Nano Nuclear Energy
NNE
$1.65B
$1.82M ﹤0.01%
52,762
+21,662
CVLG icon
2262
Covenant Logistics
CVLG
$479M
$1.82M ﹤0.01%
75,327
+5,997
TMP icon
2263
Tompkins Financial
TMP
$970M
$1.81M ﹤0.01%
28,780
+10,237
GRNT icon
2264
Granite Ridge Resources
GRNT
$680M
$1.8M ﹤0.01%
283,565
-51,208
SPNS icon
2265
Sapiens International
SPNS
$2.41B
$1.8M ﹤0.01%
61,664
+18,596
BBUC
2266
Brookfield Business Corp
BBUC
$2.33B
$1.8M ﹤0.01%
57,636
+10,954
THRM icon
2267
Gentherm
THRM
$1.09B
$1.8M ﹤0.01%
63,607
+15,828
GCMG icon
2268
GCM Grosvenor
GCMG
$604M
$1.8M ﹤0.01%
155,333
+39,808
MOFG icon
2269
MidWestOne Financial Group
MOFG
$810M
$1.79M ﹤0.01%
62,378
+20,594
CFFN icon
2270
Capitol Federal Financial
CFFN
$820M
$1.79M ﹤0.01%
293,827
+66,184
CRMD icon
2271
CorMedix
CRMD
$886M
$1.79M ﹤0.01%
145,525
+57,734
CMP icon
2272
Compass Minerals
CMP
$741M
$1.78M ﹤0.01%
88,780
+15,357
BOKF icon
2273
BOK Financial
BOKF
$6.8B
$1.78M ﹤0.01%
18,250
-10,726
BHB icon
2274
Bar Harbor Bankshares
BHB
$494M
$1.78M ﹤0.01%
59,338
+9,503
BVN icon
2275
Compañía de Minas Buenaventura
BVN
$5.98B
$1.78M ﹤0.01%
108,322
-11,851