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
PK icon
651
Park Hotels & Resorts
PK
$2.06B
$31.8M 0.01%
3,108,479
+2,742,147
KIM icon
652
Kimco Realty
KIM
$13.8B
$31.4M 0.01%
1,495,767
-57,130
MAA icon
653
Mid-America Apartment Communities
MAA
$15.3B
$31.4M 0.01%
212,118
+7,288
RUN icon
654
Sunrun
RUN
$4.28B
$31.4M 0.01%
3,833,227
+3,119,985
KMX icon
655
CarMax
KMX
$5.01B
$31.3M 0.01%
465,554
-13,582
MKTX icon
656
MarketAxess Holdings
MKTX
$6.48B
$31.3M 0.01%
140,080
+10,964
RVTY icon
657
Revvity
RVTY
$10.4B
$31.2M 0.01%
322,918
+83,980
SWK icon
658
Stanley Black & Decker
SWK
$10.2B
$31.1M 0.01%
459,404
+36,649
ALHC icon
659
Alignment Healthcare
ALHC
$3.29B
$31M 0.01%
2,217,164
+1,348,143
FIVN icon
660
FIVE9
FIVN
$1.59B
$31M 0.01%
1,170,349
+287,704
BG icon
661
Bunge Global
BG
$18.6B
$31M 0.01%
385,812
-49,625
INDV icon
662
Indivior
INDV
$3.78B
$30.9M 0.01%
2,099,060
+756,579
SOLV icon
663
Solventum
SOLV
$13.1B
$30.9M 0.01%
407,401
+84,354
HRL icon
664
Hormel Foods
HRL
$12.4B
$30.9M 0.01%
1,020,063
+210,865
ALNY icon
665
Alnylam Pharmaceuticals
ALNY
$60.3B
$30.7M 0.01%
94,058
-1,661
DK icon
666
Delek US
DK
$2.46B
$30.7M 0.01%
1,447,682
-192,894
HIMS icon
667
Hims & Hers Health
HIMS
$8.44B
$30.6M 0.01%
614,679
+261,314
BEN icon
668
Franklin Resources
BEN
$11.5B
$30.6M 0.01%
1,283,510
-271,278
MUR icon
669
Murphy Oil
MUR
$4.3B
$30.6M 0.01%
1,360,529
+89,208
NET icon
670
Cloudflare
NET
$73.9B
$30.6M 0.01%
156,210
-64,405
NCLH icon
671
Norwegian Cruise Line
NCLH
$8.33B
$30.5M 0.01%
1,505,145
+102,206
CPT icon
672
Camden Property Trust
CPT
$10.8B
$30.3M 0.01%
268,769
+1,287
TLS icon
673
Telos
TLS
$432M
$30.2M 0.01%
9,529,843
+34,285
RIVN icon
674
Rivian
RIVN
$18.6B
$30.1M 0.01%
2,191,444
+434,236
HOMB icon
675
Home BancShares
HOMB
$5.33B
$29.9M 0.01%
1,049,891
+700,432