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
CMCO icon
2451
Columbus McKinnon
CMCO
$429M
$1.29M ﹤0.01%
84,815
-19,202
HVT icon
2452
Haverty Furniture Companies
HVT
$367M
$1.29M ﹤0.01%
63,438
+11,156
OMI icon
2453
Owens & Minor
OMI
$217M
$1.28M ﹤0.01%
140,567
+31,628
PTLO icon
2454
Portillo's
PTLO
$345M
$1.28M ﹤0.01%
109,514
+39,635
YETI icon
2455
Yeti Holdings
YETI
$2.9B
$1.28M ﹤0.01%
40,534
-7,182
SITC icon
2456
SITE Centers
SITC
$364M
$1.27M ﹤0.01%
112,624
+28,175
EE icon
2457
Excelerate Energy
EE
$881M
$1.27M ﹤0.01%
43,318
+22,723
FG icon
2458
F&G Annuities & Life
FG
$4.37B
$1.27M ﹤0.01%
39,735
+3,190
APEI icon
2459
American Public Education
APEI
$622M
$1.27M ﹤0.01%
41,681
+16,854
CAL icon
2460
Caleres
CAL
$349M
$1.27M ﹤0.01%
103,771
-73,756
ICHR icon
2461
Ichor Holdings
ICHR
$503M
$1.26M ﹤0.01%
64,404
+21,830
NBIS
2462
Nebius Group N.V.
NBIS
$21B
$1.26M ﹤0.01%
22,861
-416,079
KC
2463
Kingsoft Cloud Holdings
KC
$3.31B
$1.26M ﹤0.01%
+100,775
GOOD
2464
Gladstone Commercial Corp
GOOD
$542M
$1.26M ﹤0.01%
87,860
+27,776
TRTX
2465
TPG RE Finance Trust
TRTX
$700M
$1.26M ﹤0.01%
162,807
-99,484
ABUS icon
2466
Arbutus Biopharma
ABUS
$869M
$1.26M ﹤0.01%
406,558
+180,393
CIVB icon
2467
Civista Bancshares
CIVB
$423M
$1.25M ﹤0.01%
54,105
+8,507
ITOS
2468
DELISTED
iTeos Therapeutics
ITOS
$1.25M ﹤0.01%
125,996
-2,981
NVRI icon
2469
Enviri
NVRI
$1.08B
$1.25M ﹤0.01%
144,722
+44,785
MSBI icon
2470
Midland States Bancorp
MSBI
$348M
$1.25M ﹤0.01%
72,482
+15,855
GNTY
2471
DELISTED
Guaranty Bancshares
GNTY
$1.25M ﹤0.01%
29,470
+6,066
UHT
2472
Universal Health Realty Income Trust
UHT
$549M
$1.25M ﹤0.01%
31,189
+14,052
MAX icon
2473
MediaAlpha
MAX
$706M
$1.24M ﹤0.01%
113,648
+50,500
TROX icon
2474
Tronox
TROX
$534M
$1.24M ﹤0.01%
245,262
+96,947
MVST icon
2475
Microvast
MVST
$1.26B
$1.24M ﹤0.01%
342,323
+342,321