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
FMBH icon
2276
First Mid Bancshares
FMBH
$894M
$1.78M ﹤0.01%
47,357
+20,053
RZLT icon
2277
Rezolute
RZLT
$915M
$1.78M ﹤0.01%
398,535
+290,472
LPG icon
2278
Dorian LPG
LPG
$1.14B
$1.77M ﹤0.01%
72,818
+24,519
CAC icon
2279
Camden National
CAC
$668M
$1.77M ﹤0.01%
43,672
-433
NGG icon
2280
National Grid
NGG
$76.8B
$1.77M ﹤0.01%
23,800
-695
MRUS icon
2281
Merus
MRUS
$7.28B
$1.77M ﹤0.01%
33,642
+3,705
SLF icon
2282
Sun Life Financial
SLF
$33B
$1.77M ﹤0.01%
26,633
+8,369
OGN icon
2283
Organon & Co
OGN
$1.96B
$1.77M ﹤0.01%
182,581
+45,581
AXL icon
2284
American Axle
AXL
$734M
$1.76M ﹤0.01%
431,903
+264,838
AMWD icon
2285
American Woodmark
AMWD
$747M
$1.76M ﹤0.01%
32,953
+7,173
VTOL icon
2286
Bristow Group
VTOL
$1.12B
$1.76M ﹤0.01%
53,386
+4,722
NVMI icon
2287
Nova
NVMI
$8.61B
$1.75M ﹤0.01%
6,343
-7,415
MCB icon
2288
Metropolitan Bank Holding Corp
MCB
$717M
$1.74M ﹤0.01%
24,774
+6,336
PDM
2289
Piedmont Realty Trust
PDM
$1.03B
$1.74M ﹤0.01%
237,927
+22,726
CWEN.A icon
2290
Clearway Energy Class A
CWEN.A
$4.04B
$1.73M ﹤0.01%
57,309
-1,189
LLYVA icon
2291
Liberty Live Group Series A
LLYVA
$7.39B
$1.73M ﹤0.01%
21,775
-47
GDS icon
2292
GDS Holdings
GDS
$5.68B
$1.73M ﹤0.01%
56,558
+52,525
AMTB icon
2293
Amerant Bancorp
AMTB
$726M
$1.72M ﹤0.01%
94,562
+26,399
ATHM icon
2294
Autohome
ATHM
$2.85B
$1.72M ﹤0.01%
66,769
-1,449
SFL icon
2295
SFL Corp
SFL
$1.18B
$1.72M ﹤0.01%
206,619
+48,054
BLND icon
2296
Blend Labs
BLND
$779M
$1.71M ﹤0.01%
517,042
+150,800
AHH
2297
Armada Hoffler Properties
AHH
$501M
$1.7M ﹤0.01%
248,160
+35,972
LILAK icon
2298
Liberty Latin America Class C
LILAK
$1.65B
$1.7M ﹤0.01%
273,791
+115,572
DEA
2299
Easterly Government Properties
DEA
$995M
$1.7M ﹤0.01%
76,623
+25,469
ECVT icon
2300
Ecovyst
ECVT
$976M
$1.7M ﹤0.01%
206,717
+66,535