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
CLSK icon
726
CleanSpark
CLSK
$3.27B
$25.3M 0.01%
2,297,824
-127,042
CHRW icon
727
C.H. Robinson
CHRW
$18.1B
$25M 0.01%
261,047
-39,640
FND icon
728
Floor & Decor
FND
$6.47B
$24.9M 0.01%
327,856
+225,529
TMDX icon
729
Transmedics
TMDX
$3.93B
$24.8M 0.01%
185,424
-27,074
NWL icon
730
Newell Brands
NWL
$1.44B
$24.8M 0.01%
4,596,469
+4,241,816
QLYS icon
731
Qualys
QLYS
$5.15B
$24.8M 0.01%
173,718
+27,549
BMRN icon
732
BioMarin Pharmaceuticals
BMRN
$10.5B
$24.8M 0.01%
451,080
+177,265
BP icon
733
BP
BP
$93.4B
$24.8M 0.01%
827,787
+219,329
MTZ icon
734
MasTec
MTZ
$15.2B
$24.5M 0.01%
143,686
-226,494
FLS icon
735
Flowserve
FLS
$8.54B
$24.5M 0.01%
467,561
+19,031
DOC icon
736
Healthpeak Properties
DOC
$12.1B
$24.5M 0.01%
1,397,863
+87,595
LPLA icon
737
LPL Financial
LPLA
$29.7B
$24.3M 0.01%
64,783
+21,211
VERX icon
738
Vertex
VERX
$3.22B
$24.1M 0.01%
683,018
+71,044
HAS icon
739
Hasbro
HAS
$10.9B
$24.1M 0.01%
326,737
-123,834
FN icon
740
Fabrinet
FN
$14.8B
$24.1M 0.01%
81,676
+25,782
LKQ icon
741
LKQ Corp
LKQ
$7.82B
$24M 0.01%
648,400
+78,083
EQH icon
742
Equitable Holdings
EQH
$12.8B
$23.9M 0.01%
425,866
+107,604
IBKR icon
743
Interactive Brokers
IBKR
$29.4B
$23.9M 0.01%
430,826
-92,506
ROIV icon
744
Roivant Sciences
ROIV
$14.1B
$23.8M 0.01%
2,114,867
+605,951
SUN icon
745
Sunoco
SUN
$9.88B
$23.8M 0.01%
444,238
+442,987
SSNC icon
746
SS&C Technologies
SSNC
$20.4B
$23.7M 0.01%
286,737
-129,973
EXAS icon
747
Exact Sciences
EXAS
$12.7B
$23.7M 0.01%
446,641
+139,954
HLI icon
748
Houlihan Lokey
HLI
$12.6B
$23.7M 0.01%
131,507
-11,642
AN icon
749
AutoNation
AN
$7.01B
$23.7M 0.01%
119,083
+67,675
SKYW icon
750
Skywest
SKYW
$3.87B
$23.7M 0.01%
229,741
+7,544