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
CIVI icon
776
Civitas Resources
CIVI
$2.39B
$25.5M 0.01%
785,342
+268,352
APGE icon
777
Apogee Therapeutics
APGE
$4.85B
$25.5M 0.01%
642,316
+33,494
PCI
778
PGIM Corporate Bond 5-10 Year ETF
PCI
$149M
$25.5M 0.01%
+500,000
HESM icon
779
Hess Midstream
HESM
$4.23B
$25.4M 0.01%
736,060
+156,780
EXLS icon
780
EXL Service
EXLS
$6.31B
$25.4M 0.01%
576,203
+448,477
NXT icon
781
Nextpower Inc
NXT
$13.4B
$25.3M 0.01%
341,650
-16,860
RKLB icon
782
Rocket Lab Corp
RKLB
$22.8B
$25.1M 0.01%
524,268
+31,819
RVTY icon
783
Revvity
RVTY
$12B
$25M 0.01%
285,769
-37,149
PARR icon
784
Par Pacific Holdings
PARR
$2.26B
$25M 0.01%
705,832
+140,514
MLYS icon
785
Mineralys Therapeutics
MLYS
$3.34B
$24.8M 0.01%
653,830
+509,946
SOLV icon
786
Solventum
SOLV
$14.9B
$24.8M 0.01%
339,587
-67,814
ATEN icon
787
A10 Networks
ATEN
$1.22B
$24.8M 0.01%
1,365,259
+695,150
RHI icon
788
Robert Half
RHI
$2.76B
$24.7M 0.01%
728,316
+498,951
HEI.A icon
789
HEICO Corp Class A
HEI.A
$34.2B
$24.7M 0.01%
97,089
+7,564
SUI icon
790
Sun Communities
SUI
$15.9B
$24.5M 0.01%
190,062
+21,278
FUTU icon
791
Futu Holdings
FUTU
$23.4B
$24.4M 0.01%
140,420
-72,388
CDE icon
792
Coeur Mining
CDE
$9.68B
$24.1M 0.01%
1,283,860
-227,322
BL icon
793
BlackLine
BL
$3.44B
$24M 0.01%
452,857
-5,379
KMX icon
794
CarMax
KMX
$5.51B
$23.9M 0.01%
533,488
+67,934
MLI icon
795
Mueller Industries
MLI
$12.2B
$23.9M 0.01%
236,312
+144,821
CUBE icon
796
CubeSmart
CUBE
$8.42B
$23.8M 0.01%
584,712
+120,117
MNDY icon
797
monday.com
MNDY
$7.62B
$23.7M 0.01%
122,479
+87,748
CRL icon
798
Charles River Laboratories
CRL
$8.76B
$23.7M 0.01%
151,359
-28,519
LCID icon
799
Lucid Motors
LCID
$4.26B
$23.6M 0.01%
992,998
+629,891
ENSG icon
800
The Ensign Group
ENSG
$10.9B
$23.5M 0.01%
136,240
+8,445