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
DGICA icon
2401
Donegal Group Class A
DGICA
$732M
$1.42M ﹤0.01%
71,053
+5,313
OOMA icon
2402
Ooma
OOMA
$313M
$1.42M ﹤0.01%
110,152
+23,747
FARO
2403
DELISTED
Faro Technologies
FARO
$1.42M ﹤0.01%
32,294
-15,559
PLYM
2404
Plymouth Industrial REIT
PLYM
$994M
$1.42M ﹤0.01%
88,143
+17,722
CENT icon
2405
Central Garden & Pet Co
CENT
$1.99B
$1.41M ﹤0.01%
40,236
+8,363
ORC
2406
Orchid Island Capital
ORC
$1.21B
$1.41M ﹤0.01%
201,610
+118,098
CARS icon
2407
Cars.com
CARS
$680M
$1.41M ﹤0.01%
119,010
+33,561
KE
2408
Kimball Electronics
KE
$690M
$1.41M ﹤0.01%
73,174
+16,068
AMED
2409
DELISTED
Amedisys
AMED
$1.4M ﹤0.01%
14,221
-25,085
GLBE icon
2410
Global E Online
GLBE
$6.03B
$1.39M ﹤0.01%
41,506
-30,980
SEMR icon
2411
Semrush
SEMR
$1.05B
$1.39M ﹤0.01%
153,437
+66,035
CTLP icon
2412
Cantaloupe
CTLP
$778M
$1.38M ﹤0.01%
125,887
+33,064
CSV icon
2413
Carriage Services
CSV
$650M
$1.38M ﹤0.01%
30,207
+15,637
ERII icon
2414
Energy Recovery
ERII
$771M
$1.38M ﹤0.01%
107,610
+29,006
CRVS icon
2415
Corvus Pharmaceuticals
CRVS
$655M
$1.37M ﹤0.01%
343,526
+260,295
RUM icon
2416
Rumble
RUM
$1.91B
$1.37M ﹤0.01%
152,952
+139,026
ARGX icon
2417
argenx
ARGX
$55.9B
$1.37M ﹤0.01%
2,486
-66
NAGE
2418
Niagen Bioscience
NAGE
$548M
$1.37M ﹤0.01%
95,056
+41,256
STKL
2419
SunOpta
STKL
$487M
$1.36M ﹤0.01%
234,957
+83,383
HERE
2420
Here Group Ltd
HERE
$296M
$1.36M ﹤0.01%
+143,672
PDFS icon
2421
PDF Solutions
PDFS
$992M
$1.35M ﹤0.01%
63,405
+21,439
MLR icon
2422
Miller Industries
MLR
$432M
$1.35M ﹤0.01%
30,467
+7,245
HONE
2423
DELISTED
HarborOne Bancorp
HONE
$1.35M ﹤0.01%
115,662
+19,956
SANA icon
2424
Sana Biotechnology
SANA
$1.06B
$1.35M ﹤0.01%
494,415
-7,028
BMO icon
2425
Bank of Montreal
BMO
$88.8B
$1.34M ﹤0.01%
12,158
+2,488