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
EWBC icon
601
East-West Bancorp
EWBC
$14.8B
$44M 0.01%
413,684
+306,182
W icon
602
Wayfair
W
$14.3B
$44M 0.01%
492,887
-277,006
BLDR icon
603
Builders FirstSource
BLDR
$12B
$44M 0.01%
363,009
-7,517
BAP icon
604
Credicorp
BAP
$20B
$44M 0.01%
165,261
-26,859
AEM icon
605
Agnico Eagle Mines
AEM
$83.3B
$43.5M 0.01%
258,348
+16,915
AES icon
606
AES
AES
$9.83B
$43.5M 0.01%
3,303,501
+1,654,188
HUBB icon
607
Hubbell
HUBB
$22.8B
$43.4M 0.01%
100,953
-16,791
AER icon
608
AerCap
AER
$22.5B
$43.3M 0.01%
358,046
+208,810
BCO icon
609
Brink's
BCO
$4.68B
$43.3M 0.01%
370,700
+162,677
ALNY icon
610
Alnylam Pharmaceuticals
ALNY
$56.8B
$43.1M 0.01%
94,408
+350
DKNG icon
611
DraftKings
DKNG
$15.8B
$42.9M 0.01%
1,146,651
+201,288
EWY icon
612
iShares MSCI South Korea ETF
EWY
$6.82B
$42.7M 0.01%
533,287
-866,796
NBIX icon
613
Neurocrine Biosciences
NBIX
$14.3B
$42.7M 0.01%
303,978
+32,588
SOFI icon
614
SoFi Technologies
SOFI
$34.2B
$42.6M 0.01%
1,611,927
+355,263
NLY icon
615
Annaly Capital Management
NLY
$15.3B
$42.4M 0.01%
2,098,322
-575,739
ROL icon
616
Rollins
ROL
$29.5B
$42.4M 0.01%
721,719
-71,742
NMIH icon
617
NMI Holdings
NMIH
$2.94B
$42.4M 0.01%
1,104,880
+38,021
ESTC icon
618
Elastic
ESTC
$7.36B
$42.4M 0.01%
501,304
+342,970
CROX icon
619
Crocs
CROX
$4.31B
$42.2M 0.01%
505,531
+78,168
TEAM icon
620
Atlassian
TEAM
$39.2B
$42.2M 0.01%
264,211
-63,653
ZION icon
621
Zions Bancorporation
ZION
$7.86B
$42.1M 0.01%
743,378
+125,730
SNA icon
622
Snap-on
SNA
$17.7B
$42M 0.01%
121,088
-50,637
BALL icon
623
Ball Corp
BALL
$13.2B
$41.8M 0.01%
828,170
-229,633
INCY icon
624
Incyte
INCY
$20.7B
$41.4M 0.01%
488,131
-542,118
ESS icon
625
Essex Property Trust
ESS
$16.8B
$41.4M 0.01%
154,634
+14,305