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
ELS icon
851
Equity Lifestyle Properties
ELS
$12B
$18.4M ﹤0.01%
298,253
+69,126
PAGP icon
852
Plains GP Holdings
PAGP
$3.53B
$18.4M ﹤0.01%
946,282
+31,187
GNRC icon
853
Generac Holdings
GNRC
$8.87B
$18.4M ﹤0.01%
128,184
+34,480
CYBR icon
854
CyberArk
CYBR
$24.6B
$18.3M ﹤0.01%
44,970
+1,484
DY icon
855
Dycom Industries
DY
$8.43B
$18.3M ﹤0.01%
74,816
+28,861
PRO icon
856
PROS Holdings
PRO
$1.12B
$18.3M ﹤0.01%
1,165,471
+801,946
TECK icon
857
Teck Resources
TECK
$20.1B
$18.2M ﹤0.01%
451,230
+39,141
DOCU icon
858
DocuSign
DOCU
$13.6B
$18.2M ﹤0.01%
233,648
+17,559
PZZA icon
859
Papa John's
PZZA
$1.35B
$18.2M ﹤0.01%
371,119
+209,412
WTFC icon
860
Wintrust Financial
WTFC
$8.59B
$18.1M ﹤0.01%
146,195
-18,092
HR icon
861
Healthcare Realty
HR
$6.39B
$18M ﹤0.01%
1,137,430
+618,286
SPXC icon
862
SPX Corp
SPXC
$10.5B
$17.8M ﹤0.01%
106,216
+31,141
CSL icon
863
Carlisle Companies
CSL
$12.8B
$17.8M ﹤0.01%
47,679
-15,382
VALE icon
864
Vale
VALE
$52.5B
$17.8M ﹤0.01%
1,832,356
-311,945
LIVN icon
865
LivaNova
LIVN
$3.02B
$17.7M ﹤0.01%
393,968
+66,518
FIX icon
866
Comfort Systems
FIX
$32.1B
$17.7M ﹤0.01%
32,929
+346
RKLB icon
867
Rocket Lab Corp
RKLB
$24.3B
$17.6M ﹤0.01%
492,449
-330,426
HUBS icon
868
HubSpot
HUBS
$20.8B
$17.6M ﹤0.01%
31,627
-3,984
MTG icon
869
MGIC Investment
MTG
$6.31B
$17.6M ﹤0.01%
631,989
-172,310
FTI icon
870
TechnipFMC
FTI
$17.7B
$17.6M ﹤0.01%
510,477
+15,890
SXT icon
871
Sensient Technologies
SXT
$3.99B
$17.6M ﹤0.01%
178,213
+83,776
AER icon
872
AerCap
AER
$23.3B
$17.5M ﹤0.01%
149,236
+63,654
APAM icon
873
Artisan Partners
APAM
$2.98B
$17.4M ﹤0.01%
392,166
+25,964
TU icon
874
Telus
TU
$22.5B
$17.4M ﹤0.01%
1,082,475
+535,409
AES icon
875
AES
AES
$9.84B
$17.4M ﹤0.01%
1,649,313
+57,242