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
PFBC icon
2276
Preferred Bank
PFBC
$1.16B
$1.6M ﹤0.01%
17,712
-14,402
SNCY icon
2277
Sun Country Airlines
SNCY
$696M
$1.6M ﹤0.01%
135,525
-48,120
DFH icon
2278
Dream Finders Homes
DFH
$1.81B
$1.6M ﹤0.01%
61,607
-18,229
WTM icon
2279
White Mountains Insurance
WTM
$5.1B
$1.59M ﹤0.01%
952
-2,431
AVAH icon
2280
Aveanna Healthcare
AVAH
$1.93B
$1.59M ﹤0.01%
179,359
+1,366
HLX icon
2281
Helix Energy Solutions
HLX
$983M
$1.59M ﹤0.01%
242,235
-71,888
EBS icon
2282
Emergent Biosolutions
EBS
$575M
$1.59M ﹤0.01%
180,150
-523
FWRG icon
2283
First Watch Restaurant Group
FWRG
$1.09B
$1.59M ﹤0.01%
101,493
+20,265
LPG icon
2284
Dorian LPG
LPG
$1.06B
$1.59M ﹤0.01%
53,213
-19,605
IAU icon
2285
iShares Gold Trust
IAU
$64.3B
$1.58M ﹤0.01%
21,718
+8,254
AIOT
2286
PowerFleet Inc
AIOT
$629M
$1.58M ﹤0.01%
301,330
-35,741
JBS
2287
JBS N.V.
JBS
$16.1B
$1.57M ﹤0.01%
+105,267
TR icon
2288
Tootsie Roll Industries
TR
$2.86B
$1.57M ﹤0.01%
37,452
+1,352
WTTR icon
2289
Select Water Solutions
WTTR
$1.05B
$1.57M ﹤0.01%
146,724
-29,955
KROS icon
2290
Keros Therapeutics
KROS
$528M
$1.57M ﹤0.01%
99,100
-22,030
AIQ icon
2291
Global X Artificial Intelligence & Technology ETF
AIQ
$6.88B
$1.57M ﹤0.01%
+31,721
ACT icon
2292
Enact Holdings
ACT
$5.64B
$1.56M ﹤0.01%
40,746
-13,380
BLZE icon
2293
Backblaze
BLZE
$265M
$1.56M ﹤0.01%
168,290
-25,722
JOYY
2294
JOYY Inc
JOYY
$3.29B
$1.56M ﹤0.01%
26,551
+2,912
AMPL icon
2295
Amplitude
AMPL
$1.37B
$1.56M ﹤0.01%
145,128
-30,956
FVR
2296
FrontView REIT
FVR
$329M
$1.55M ﹤0.01%
113,356
-6,073
CVLG icon
2297
Covenant Logistics
CVLG
$495M
$1.55M ﹤0.01%
71,667
-3,660
AGO icon
2298
Assured Guaranty
AGO
$4.15B
$1.55M ﹤0.01%
18,335
-10,898
VIG icon
2299
Vanguard Dividend Appreciation ETF
VIG
$100B
$1.54M ﹤0.01%
7,140
-740
BHRB icon
2300
Burke & Herbert Financial Services Corp
BHRB
$980M
$1.54M ﹤0.01%
24,961
-9,949