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
WDFC icon
901
WD-40
WDFC
$2.68B
$16.3M ﹤0.01%
71,416
+13,397
CYTK icon
902
Cytokinetics
CYTK
$8.12B
$16.3M ﹤0.01%
492,814
+183,322
GTLS icon
903
Chart Industries
GTLS
$9.15B
$16.3M ﹤0.01%
98,799
+32,487
ITA icon
904
iShares US Aerospace & Defense ETF
ITA
$11.3B
$16.3M ﹤0.01%
86,231
+41,631
AMH icon
905
American Homes 4 Rent
AMH
$11.9B
$16.2M ﹤0.01%
450,367
-188,555
BRBR icon
906
BellRing Brands
BRBR
$3.4B
$16.2M ﹤0.01%
280,050
+163,939
CART icon
907
Maplebear
CART
$10.8B
$16.1M ﹤0.01%
356,663
+222,127
STAG icon
908
STAG Industrial
STAG
$7.18B
$16M ﹤0.01%
440,583
+323,395
SATS icon
909
EchoStar
SATS
$19.4B
$15.9M ﹤0.01%
573,966
-300,129
OPCH icon
910
Option Care Health
OPCH
$4.51B
$15.9M ﹤0.01%
489,162
+217,753
SLG icon
911
SL Green Realty
SLG
$3.41B
$15.9M ﹤0.01%
256,320
+88,144
NNAVW
912
NextNav Inc Warrant
NNAVW
$48.5M
$15.8M ﹤0.01%
2,487,645
-102,201
ZETA icon
913
Zeta Global
ZETA
$4.44B
$15.8M ﹤0.01%
1,018,582
+508,122
STRL icon
914
Sterling Infrastructure
STRL
$10.4B
$15.8M ﹤0.01%
68,368
+23,689
CNI icon
915
Canadian National Railway
CNI
$59.2B
$15.8M ﹤0.01%
151,435
+86,887
ESNT icon
916
Essent Group
ESNT
$5.94B
$15.7M ﹤0.01%
258,741
-40,914
DUOL icon
917
Duolingo
DUOL
$8.56B
$15.7M ﹤0.01%
38,281
+1,366
LYFT icon
918
Lyft
LYFT
$9.24B
$15.7M ﹤0.01%
994,376
-76,353
AA icon
919
Alcoa
AA
$9.73B
$15.6M ﹤0.01%
530,195
-66,328
ENOV icon
920
Enovis
ENOV
$1.72B
$15.6M ﹤0.01%
498,437
+362,498
FWONK icon
921
Liberty Media Series C
FWONK
$24.7B
$15.6M ﹤0.01%
149,426
-5,212
SCI icon
922
Service Corp International
SCI
$11.2B
$15.6M ﹤0.01%
191,187
+67,869
SAIA icon
923
Saia
SAIA
$7.14B
$15.5M ﹤0.01%
56,558
+37,929
SANM icon
924
Sanmina
SANM
$8.73B
$15.5M ﹤0.01%
158,043
+42,873
HALO icon
925
Halozyme
HALO
$8.24B
$15.4M ﹤0.01%
295,535
+45,617