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
FIVE icon
451
Five Below
FIVE
$9B
$69.6M 0.02%
449,802
+141,321
WWD icon
452
Woodward
WWD
$17.6B
$69.4M 0.02%
274,624
+182,600
TRMB icon
453
Trimble
TRMB
$19.2B
$68.6M 0.01%
839,625
+124,772
DOV icon
454
Dover
DOV
$25.5B
$68.2M 0.01%
408,680
-20,900
PNW icon
455
Pinnacle West Capital
PNW
$10.7B
$68.2M 0.01%
760,373
+195,865
DECK icon
456
Deckers Outdoor
DECK
$12.5B
$67.7M 0.01%
668,159
+237,568
NTAP icon
457
NetApp
NTAP
$22.3B
$67.7M 0.01%
571,548
-57,563
MDB icon
458
MongoDB
MDB
$27B
$66.9M 0.01%
215,555
-172,295
GRAB icon
459
Grab
GRAB
$21.4B
$66.7M 0.01%
11,075,473
-242,331
CDW icon
460
CDW
CDW
$18.6B
$66.5M 0.01%
417,387
-161,743
FOX icon
461
Fox Class B
FOX
$25.7B
$66.4M 0.01%
1,159,604
+40,279
IT icon
462
Gartner
IT
$17B
$66.4M 0.01%
252,521
+24,116
EPRT icon
463
Essential Properties Realty Trust
EPRT
$6.23B
$65.8M 0.01%
2,212,137
+1,388,289
PPG icon
464
PPG Industries
PPG
$22.4B
$65.2M 0.01%
620,005
-541,450
TLS icon
465
Telos
TLS
$429M
$65.1M 0.01%
9,515,931
-13,912
WYNN icon
466
Wynn Resorts
WYNN
$13.3B
$65M 0.01%
506,945
+277,917
LNG icon
467
Cheniere Energy
LNG
$44.1B
$65M 0.01%
276,630
-236,829
SATS icon
468
EchoStar
SATS
$20.4B
$64.9M 0.01%
850,093
+276,127
TROW icon
469
T. Rowe Price
TROW
$22.1B
$64.5M 0.01%
628,833
-265,532
AKAM icon
470
Akamai
AKAM
$13.1B
$64.3M 0.01%
848,999
+161,587
ACM icon
471
Aecom
ACM
$13.7B
$64M 0.01%
490,826
+250,043
DT icon
472
Dynatrace
DT
$13.4B
$64M 0.01%
1,320,626
+202,080
AMBA icon
473
Ambarella
AMBA
$3.88B
$64M 0.01%
775,113
+425,546
SFM icon
474
Sprouts Farmers Market
SFM
$7.89B
$63.9M 0.01%
587,124
+270,575
DBX icon
475
Dropbox
DBX
$7.47B
$63.9M 0.01%
2,113,788
+208,212