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
HTZ icon
2451
Hertz
HTZ
$1.64B
$1.21M ﹤0.01%
177,817
-57,095
LX
2452
LexinFintech Holdings
LX
$575M
$1.21M ﹤0.01%
226,754
-1,859,319
NBN icon
2453
Northeast Bank
NBN
$748M
$1.21M ﹤0.01%
12,064
-5,197
CWBC
2454
Community West Bancshares
CWBC
$436M
$1.21M ﹤0.01%
57,945
-2,018
TREE icon
2455
LendingTree
TREE
$757M
$1.21M ﹤0.01%
18,630
-49,481
HLF icon
2456
Herbalife
HLF
$1.22B
$1.21M ﹤0.01%
142,860
-52,721
UDMY icon
2457
Udemy
UDMY
$741M
$1.21M ﹤0.01%
171,909
-19,373
ZGN icon
2458
Zegna
ZGN
$2.68B
$1.2M ﹤0.01%
126,627
+9,156
ASC icon
2459
Ardmore Shipping
ASC
$509M
$1.2M ﹤0.01%
100,750
+15,247
SD icon
2460
SandRidge Energy
SD
$510M
$1.19M ﹤0.01%
105,929
-5,882
SBSI icon
2461
Southside Bancshares
SBSI
$893M
$1.19M ﹤0.01%
42,198
-20,853
PCOR icon
2462
Procore
PCOR
$11.5B
$1.19M ﹤0.01%
16,316
-64,632
DGICA icon
2463
Donegal Group Class A
DGICA
$736M
$1.19M ﹤0.01%
61,286
-9,767
PLTK icon
2464
Playtika
PLTK
$1.52B
$1.19M ﹤0.01%
305,433
-133,915
FRBA icon
2465
First Bank
FRBA
$398M
$1.18M ﹤0.01%
72,310
-7,548
CAL icon
2466
Caleres
CAL
$394M
$1.17M ﹤0.01%
89,836
-13,935
WB icon
2467
Weibo
WB
$2.45B
$1.17M ﹤0.01%
94,457
-59,512
GDOT icon
2468
Green Dot
GDOT
$656M
$1.17M ﹤0.01%
86,941
-16,007
ESQ icon
2469
Esquire Financial Holdings
ESQ
$888M
$1.17M ﹤0.01%
11,436
-5,473
SNRE
2470
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$1.16M ﹤0.01%
19,803
-27,833
CBAN icon
2471
Colony Bankcorp
CBAN
$298M
$1.16M ﹤0.01%
68,334
+1,778
MBIN icon
2472
Merchants Bancorp
MBIN
$1.5B
$1.16M ﹤0.01%
36,525
-11,118
DAKT icon
2473
Daktronics
DAKT
$925M
$1.16M ﹤0.01%
55,463
-21,683
WRLD icon
2474
World Acceptance Corp
WRLD
$773M
$1.16M ﹤0.01%
6,855
-3,039
FLNC icon
2475
Fluence Energy
FLNC
$2.2B
$1.16M ﹤0.01%
107,321
-50,983