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
EXPI icon
2351
eXp World Holdings
EXPI
$1.87B
$1.43M ﹤0.01%
133,685
-28,357
CPF icon
2352
Central Pacific Financial
CPF
$817M
$1.42M ﹤0.01%
46,958
-20,066
KFRC icon
2353
Kforce
KFRC
$540M
$1.42M ﹤0.01%
47,451
-15,833
LYTS icon
2354
LSI Industries
LYTS
$565M
$1.42M ﹤0.01%
60,236
-7,293
CBRL icon
2355
Cracker Barrel
CBRL
$627M
$1.42M ﹤0.01%
32,278
-38,344
UTL icon
2356
Unitil
UTL
$899M
$1.42M ﹤0.01%
29,668
-7,184
MBUU icon
2357
Malibu Boats
MBUU
$542M
$1.42M ﹤0.01%
43,721
+8,045
IREN icon
2358
Iris Energy
IREN
$13.5B
$1.42M ﹤0.01%
30,185
+27,882
TMP icon
2359
Tompkins Financial
TMP
$1.02B
$1.41M ﹤0.01%
21,333
-7,447
HRTG icon
2360
Heritage Insurance Holdings
HRTG
$891M
$1.41M ﹤0.01%
55,938
-5,667
CENT icon
2361
Central Garden & Pet Co
CENT
$2.15B
$1.41M ﹤0.01%
43,109
+2,873
CODI icon
2362
Compass Diversified
CODI
$499M
$1.41M ﹤0.01%
212,370
-158,508
AMPX icon
2363
Amprius Technologies
AMPX
$1.4B
$1.4M ﹤0.01%
133,334
-34,169
EPC icon
2364
Edgewell Personal Care
EPC
$815M
$1.4M ﹤0.01%
68,874
-20,113
ERII icon
2365
Energy Recovery
ERII
$755M
$1.4M ﹤0.01%
90,768
-16,842
MNSO icon
2366
MINISO
MNSO
$5.85B
$1.39M ﹤0.01%
61,821
+22,984
BLFS icon
2367
BioLife Solutions
BLFS
$1.3B
$1.39M ﹤0.01%
54,302
-19,727
SAFE
2368
Safehold
SAFE
$1.01B
$1.38M ﹤0.01%
89,391
-17,156
RUSHB icon
2369
Rush Enterprises Class B
RUSHB
$4.07B
$1.38M ﹤0.01%
24,085
-7,492
BORR
2370
Borr Drilling
BORR
$952M
$1.38M ﹤0.01%
513,808
-29,940
APEI icon
2371
American Public Education
APEI
$632M
$1.38M ﹤0.01%
34,902
-6,779
MOFG icon
2372
MidWestOne Financial Group
MOFG
$825M
$1.38M ﹤0.01%
48,647
-13,731
HBT icon
2373
HBT Financial
HBT
$765M
$1.38M ﹤0.01%
54,585
-3,774
DEA
2374
Easterly Government Properties
DEA
$1B
$1.37M ﹤0.01%
59,906
-16,717
FBIZ icon
2375
First Business Financial Services
FBIZ
$438M
$1.37M ﹤0.01%
26,789
-3,064