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
SHBI icon
2351
Shore Bancshares
SHBI
$535M
$1.56M ﹤0.01%
99,315
+19,643
SSTK icon
2352
Shutterstock
SSTK
$762M
$1.56M ﹤0.01%
82,302
+27,090
INSP icon
2353
Inspire Medical Systems
INSP
$2.51B
$1.56M ﹤0.01%
11,993
-16,693
PAAS icon
2354
Pan American Silver
PAAS
$16.3B
$1.54M ﹤0.01%
54,361
+14,733
AGL icon
2355
Agilon Health
AGL
$239M
$1.54M ﹤0.01%
670,181
+199,635
BTBT icon
2356
Bit Digital
BTBT
$775M
$1.54M ﹤0.01%
704,000
+463,844
ZYME icon
2357
Zymeworks
ZYME
$1.4B
$1.54M ﹤0.01%
122,820
+47,390
IE icon
2358
Ivanhoe Electric
IE
$1.86B
$1.54M ﹤0.01%
169,712
+56,596
HRTG icon
2359
Heritage Insurance Holdings
HRTG
$963M
$1.54M ﹤0.01%
61,605
+16,363
NBN icon
2360
Northeast Bank
NBN
$731M
$1.53M ﹤0.01%
17,261
+5,688
EZU icon
2361
iShare MSCI Eurozone ETF
EZU
$8.06B
$1.53M ﹤0.01%
+25,761
RDUS
2362
DELISTED
Radius Recycling
RDUS
$1.53M ﹤0.01%
51,405
+9,213
WTTR icon
2363
Select Water Solutions
WTTR
$1.05B
$1.53M ﹤0.01%
176,679
+17,069
IOVA icon
2364
Iovance Biotherapeutics
IOVA
$981M
$1.52M ﹤0.01%
884,340
+313,504
MDU icon
2365
MDU Resources
MDU
$4.21B
$1.52M ﹤0.01%
91,307
-80,376
PUBM icon
2366
PubMatic
PUBM
$438M
$1.52M ﹤0.01%
122,113
+19,521
DHC
2367
Diversified Healthcare Trust
DHC
$1.12B
$1.52M ﹤0.01%
423,857
+168,307
TRNS icon
2368
Transcat
TRNS
$506M
$1.51M ﹤0.01%
17,593
+5,515
FBIZ icon
2369
First Business Financial Services
FBIZ
$435M
$1.51M ﹤0.01%
29,853
+4,282
ARIS
2370
DELISTED
Aris Water Solutions
ARIS
$1.51M ﹤0.01%
63,722
+31,572
EGBN icon
2371
Eagle Bancorp
EGBN
$506M
$1.5M ﹤0.01%
77,240
+21,324
ATYR
2372
aTyr Pharma
ATYR
$73.8M
$1.5M ﹤0.01%
296,586
+59,495
ODC icon
2373
Oil-Dri
ODC
$836M
$1.5M ﹤0.01%
25,458
+8,462
PAX icon
2374
Patria Investments
PAX
$2.33B
$1.5M ﹤0.01%
106,535
+43,751
QS icon
2375
QuantumScape
QS
$8.08B
$1.5M ﹤0.01%
222,474
+67,514