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
RAMP icon
876
LiveRamp
RAMP
$1.88B
$19.6M ﹤0.01%
721,579
+42,026
DAY icon
877
Dayforce
DAY
$11.1B
$19.5M ﹤0.01%
282,986
-20,778
RPRX icon
878
Royalty Pharma
RPRX
$16.9B
$19.5M ﹤0.01%
552,559
+213,197
TME icon
879
Tencent Music
TME
$28.4B
$19.5M ﹤0.01%
834,058
-314,978
NWS icon
880
News Corp Class B
NWS
$16.2B
$19.4M ﹤0.01%
561,982
+79,205
LFST icon
881
Lifestance Health
LFST
$2.58B
$19.3M ﹤0.01%
3,508,552
+1,499,687
OVV icon
882
Ovintiv
OVV
$9.88B
$19.3M ﹤0.01%
477,492
+179,360
MHK icon
883
Mohawk Industries
MHK
$7.07B
$19.2M ﹤0.01%
148,876
+21,493
FLS icon
884
Flowserve
FLS
$8.94B
$19.1M ﹤0.01%
360,191
-107,370
DOCS icon
885
Doximity
DOCS
$9.62B
$19.1M ﹤0.01%
260,941
+112,080
CGNX icon
886
Cognex
CGNX
$6.33B
$19.1M ﹤0.01%
420,615
+68,165
BYD icon
887
Boyd Gaming
BYD
$6.46B
$19M ﹤0.01%
220,163
+93,467
RY icon
888
Royal Bank of Canada
RY
$215B
$19M ﹤0.01%
129,052
-12,509
ONON icon
889
On Holding
ONON
$13.8B
$19M ﹤0.01%
448,614
+314,945
FIVN icon
890
FIVE9
FIVN
$1.52B
$19M ﹤0.01%
784,707
-385,642
WAL icon
891
Western Alliance Bancorporation
WAL
$8.92B
$18.8M ﹤0.01%
216,719
+24,144
AR icon
892
Antero Resources
AR
$10.5B
$18.8M ﹤0.01%
559,285
+45,002
FLR icon
893
Fluor
FLR
$6.74B
$18.7M ﹤0.01%
445,075
+67,959
NTCT icon
894
NETSCOUT
NTCT
$1.94B
$18.7M ﹤0.01%
722,799
-21,627
SXT icon
895
Sensient Technologies
SXT
$4.13B
$18.6M ﹤0.01%
198,659
+20,446
KNX icon
896
Knight Transportation
KNX
$7.38B
$18.5M ﹤0.01%
467,760
+199,098
BLD icon
897
TopBuild
BLD
$12.6B
$18.4M ﹤0.01%
47,154
-3,599
BND icon
898
Vanguard Total Bond Market
BND
$143B
$18.4M ﹤0.01%
247,575
-14,720
RGTI icon
899
Rigetti Computing
RGTI
$8.61B
$18.3M ﹤0.01%
615,064
+25,467
DOX icon
900
Amdocs
DOX
$8.33B
$18.3M ﹤0.01%
222,946
+109,929