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
UDMY icon
2426
Udemy
UDMY
$758M
$1.34M ﹤0.01%
191,282
+75,046
HOV icon
2427
Hovnanian Enterprises
HOV
$711M
$1.34M ﹤0.01%
12,839
+3,523
TRST icon
2428
Trustco Bank Corp NY
TRST
$739M
$1.34M ﹤0.01%
40,191
+11,622
LENZ
2429
LENZ Therapeutics
LENZ
$801M
$1.34M ﹤0.01%
45,810
+21,409
MEG icon
2430
Montrose Environmental
MEG
$860M
$1.34M ﹤0.01%
61,267
+20,283
GTN icon
2431
Gray Television
GTN
$475M
$1.34M ﹤0.01%
296,017
+139,720
WFG icon
2432
West Fraser Timber
WFG
$4.72B
$1.34M ﹤0.01%
18,276
+16,513
MATW icon
2433
Matthews International
MATW
$777M
$1.34M ﹤0.01%
55,980
+18,707
FLNG icon
2434
FLEX LNG
FLNG
$1.43B
$1.34M ﹤0.01%
60,918
+15,440
MCW icon
2435
Mister Car Wash
MCW
$1.68B
$1.34M ﹤0.01%
222,423
+69,022
QXO.PRB
2436
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$589M
$1.33M ﹤0.01%
+21,523
BYND icon
2437
Beyond Meat
BYND
$490M
$1.33M ﹤0.01%
381,798
+33,232
PUMP icon
2438
ProPetro Holding
PUMP
$1.03B
$1.33M ﹤0.01%
222,934
+71,068
BFST icon
2439
Business First Bancshares
BFST
$746M
$1.32M ﹤0.01%
53,582
+18,870
CTKB icon
2440
Cytek Biosciences
CTKB
$703M
$1.32M ﹤0.01%
387,908
+235,045
KOP icon
2441
Koppers
KOP
$568M
$1.31M ﹤0.01%
40,862
+13,450
NPKI
2442
NPK International
NPKI
$1.01B
$1.31M ﹤0.01%
154,287
+52,368
MPB icon
2443
Mid Penn Bancorp
MPB
$676M
$1.31M ﹤0.01%
46,393
+14,064
NEON icon
2444
Neonode
NEON
$36.6M
$1.31M ﹤0.01%
+51,189
YSG
2445
Yatsen Holding
YSG
$642M
$1.3M ﹤0.01%
135,192
-112,535
FWRG icon
2446
First Watch Restaurant Group
FWRG
$1.04B
$1.3M ﹤0.01%
81,228
+9,899
SHEN icon
2447
Shenandoah Telecom
SHEN
$568M
$1.3M ﹤0.01%
95,395
+32,520
CAPR icon
2448
Capricor Therapeutics
CAPR
$256M
$1.3M ﹤0.01%
130,911
+53,362
HSTM icon
2449
HealthStream
HSTM
$726M
$1.3M ﹤0.01%
47,049
-1,392
ASPI icon
2450
ASP Isotopes
ASPI
$897M
$1.29M ﹤0.01%
175,948
+91,407