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
PAA icon
601
Plains All American Pipeline
PAA
$12B
$39.2M 0.01%
2,141,893
+95,662
COKE icon
602
Coca-Cola Consolidated
COKE
$13.8B
$39.1M 0.01%
349,927
+298,667
CVNA icon
603
Carvana
CVNA
$46.3B
$39M 0.01%
115,859
+8,568
TPR icon
604
Tapestry
TPR
$21B
$39M 0.01%
444,486
-419,475
CNQ icon
605
Canadian Natural Resources
CNQ
$68.9B
$38.9M 0.01%
1,239,693
+129,581
LNT icon
606
Alliant Energy
LNT
$17.3B
$38.8M 0.01%
642,463
-29,843
GIB icon
607
CGI
GIB
$19.2B
$38.8M 0.01%
370,182
-19,271
TXT icon
608
Textron
TXT
$14.3B
$38.6M 0.01%
481,348
-4,348
VGT icon
609
Vanguard Information Technology ETF
VGT
$110B
$38.4M 0.01%
57,834
+46,987
RL icon
610
Ralph Lauren
RL
$20.3B
$37.9M 0.01%
138,218
-288
UPST icon
611
Upstart Holdings
UPST
$3.84B
$37.8M 0.01%
583,871
-148,080
NDSN icon
612
Nordson
NDSN
$13B
$37.7M 0.01%
175,899
+27,091
IWP icon
613
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$37.7M 0.01%
271,820
+255,640
MOS icon
614
The Mosaic Company
MOS
$8.29B
$37.7M 0.01%
1,032,257
-133,441
MKL icon
615
Markel Group
MKL
$26B
$37.5M 0.01%
18,782
+2,097
LRN icon
616
Stride
LRN
$2.86B
$37.5M 0.01%
258,230
+4,910
ALLE icon
617
Allegion
ALLE
$14B
$37.2M 0.01%
258,258
-42,515
VEEV icon
618
Veeva Systems
VEEV
$48.4B
$37.1M 0.01%
128,668
-8,972
PRGS icon
619
Progress Software
PRGS
$1.8B
$36.7M 0.01%
574,722
+98,385
SRAD icon
620
Sportradar
SRAD
$6.63B
$36.4M 0.01%
1,297,110
+54,143
WBA
621
DELISTED
Walgreens Boots Alliance
WBA
$36.4M 0.01%
3,166,958
-1,617,615
GL icon
622
Globe Life
GL
$10.5B
$36.2M 0.01%
291,525
-8,890
WES icon
623
Western Midstream Partners
WES
$15.8B
$36.2M 0.01%
935,137
-119,830
WY icon
624
Weyerhaeuser
WY
$16B
$35.7M 0.01%
1,390,045
-19,464
CRDO icon
625
Credo Technology Group
CRDO
$25.5B
$35.7M 0.01%
385,098
+161,670