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
BUR icon
701
Burford Capital
BUR
$1.87B
$26.7M 0.01%
1,875,096
+916,960
KRG icon
702
Kite Realty
KRG
$4.86B
$26.7M 0.01%
1,178,508
+114,572
MGM icon
703
MGM Resorts International
MGM
$8.86B
$26.7M 0.01%
775,096
+24,187
QQQM icon
704
Invesco NASDAQ 100 ETF
QQQM
$64.2B
$26.6M 0.01%
117,333
+65,615
TOST icon
705
Toast
TOST
$21.6B
$26.6M 0.01%
601,302
+202,312
APGE icon
706
Apogee Therapeutics
APGE
$4.55B
$26.4M 0.01%
608,822
+110,197
IRDM icon
707
Iridium Communications
IRDM
$1.72B
$26.4M 0.01%
875,680
-44,288
ARE icon
708
Alexandria Real Estate Equities
ARE
$9.09B
$26.4M 0.01%
363,631
+63,440
IGV icon
709
iShares Expanded Tech-Software Sector ETF
IGV
$9.67B
$26.4M 0.01%
241,119
-159,391
PAYC icon
710
Paycom
PAYC
$9.1B
$26.3M 0.01%
113,787
+4,081
FUTU icon
711
Futu Holdings
FUTU
$23.3B
$26.3M 0.01%
212,808
+98,205
OHI icon
712
Omega Healthcare
OHI
$13B
$26.3M 0.01%
717,495
+494,283
EPRT icon
713
Essential Properties Realty Trust
EPRT
$6.12B
$26.3M 0.01%
823,848
+588,097
TRU icon
714
TransUnion
TRU
$15.8B
$26.2M 0.01%
297,867
+73,734
M icon
715
Macy's
M
$5.37B
$26.1M 0.01%
2,234,722
+887,697
BL icon
716
BlackLine
BL
$3.26B
$25.9M 0.01%
458,236
+22,073
OC icon
717
Owens Corning
OC
$8.36B
$25.8M 0.01%
187,840
-713
REXR icon
718
Rexford Industrial Realty
REXR
$9.56B
$25.8M 0.01%
725,312
+477,521
CAG icon
719
Conagra Brands
CAG
$8.34B
$25.8M 0.01%
1,259,092
-458,026
AVAV icon
720
AeroVironment
AVAV
$14.7B
$25.6M 0.01%
89,999
-21,604
KMPR icon
721
Kemper
KMPR
$2.24B
$25.6M 0.01%
396,565
+367,755
JD icon
722
JD.com
JD
$41.6B
$25.5M 0.01%
780,961
+566,603
PINC icon
723
Premier
PINC
$2.33B
$25.4M 0.01%
1,160,361
+780,506
CPB icon
724
Campbell Soup
CPB
$9.24B
$25.4M 0.01%
827,916
-186,098
XLV icon
725
Health Care Select Sector SPDR Fund
XLV
$37.7B
$25.4M 0.01%
188,078
-1,263,429