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
CHH icon
2301
Choice Hotels
CHH
$4.4B
$1.7M ﹤0.01%
13,375
+1,670
DDS icon
2302
Dillards
DDS
$9.9B
$1.7M ﹤0.01%
4,061
-4,519
FBRT
2303
Franklin BSP Realty Trust
FBRT
$816M
$1.69M ﹤0.01%
158,237
+53,121
CVI icon
2304
CVR Energy
CVI
$3.73B
$1.69M ﹤0.01%
62,818
+15,436
HLF icon
2305
Herbalife
HLF
$954M
$1.69M ﹤0.01%
195,581
+67,673
SMBC icon
2306
Southern Missouri Bancorp
SMBC
$610M
$1.69M ﹤0.01%
30,805
+8,474
BC icon
2307
Brunswick
BC
$4.18B
$1.68M ﹤0.01%
30,454
+928
HMY icon
2308
Harmony Gold Mining
HMY
$10.8B
$1.68M ﹤0.01%
120,523
-24,199
COHU icon
2309
Cohu
COHU
$1.03B
$1.68M ﹤0.01%
87,118
+23,940
GDEN icon
2310
Golden Entertainment
GDEN
$789M
$1.67M ﹤0.01%
56,761
+21,221
VG
2311
Venture Global Inc
VG
$19.5B
$1.67M ﹤0.01%
+107,100
CAMT icon
2312
Camtek
CAMT
$4.4B
$1.66M ﹤0.01%
19,615
+12,273
CRD.A icon
2313
Crawford & Co Class A
CRD.A
$554M
$1.66M ﹤0.01%
156,841
+63,203
RUSHB icon
2314
Rush Enterprises Class B
RUSHB
$3.81B
$1.66M ﹤0.01%
31,577
+6,236
SAFE
2315
Safehold
SAFE
$962M
$1.66M ﹤0.01%
106,547
+30,985
FLOC
2316
Flowco Holdings
FLOC
$466M
$1.65M ﹤0.01%
92,896
+68,155
VSTS icon
2317
Vestis
VSTS
$704M
$1.65M ﹤0.01%
288,200
+199,207
LASR icon
2318
nLIGHT
LASR
$1.55B
$1.65M ﹤0.01%
83,827
+27,364
HAFC icon
2319
Hanmi Financial
HAFC
$810M
$1.64M ﹤0.01%
66,560
+17,383
KW icon
2320
Kennedy-Wilson Holdings
KW
$1.33B
$1.64M ﹤0.01%
241,379
+86,537
SPFI icon
2321
South Plains Financial
SPFI
$614M
$1.64M ﹤0.01%
45,526
-2,204
FIHL icon
2322
Fidelis Insurance
FIHL
$1.89B
$1.64M ﹤0.01%
98,865
+49,171
DOMO icon
2323
Domo
DOMO
$510M
$1.63M ﹤0.01%
116,904
+36,768
WRLD icon
2324
World Acceptance Corp
WRLD
$694M
$1.63M ﹤0.01%
9,894
+2,201
GDYN icon
2325
Grid Dynamics Holdings
GDYN
$694M
$1.63M ﹤0.01%
140,987
+25,457