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
HWC icon
926
Hancock Whitney
HWC
$5.08B
$17.2M ﹤0.01%
274,275
+13,691
TDS icon
927
Telephone and Data Systems
TDS
$4.53B
$17.1M ﹤0.01%
436,230
+228,415
CADE icon
928
Cadence Bank
CADE
$7.38B
$17.1M ﹤0.01%
455,427
-7,275
FTI icon
929
TechnipFMC
FTI
$18.2B
$17.1M ﹤0.01%
432,943
-77,534
ARMK icon
930
Aramark
ARMK
$9.98B
$17M ﹤0.01%
443,736
-71,270
IDA icon
931
Idacorp
IDA
$7B
$17M ﹤0.01%
128,659
+99,309
AG icon
932
First Majestic Silver
AG
$6.08B
$17M ﹤0.01%
1,383,403
+1,071,354
FRT icon
933
Federal Realty Investment Trust
FRT
$8.49B
$17M ﹤0.01%
167,712
-170,033
CNH
934
CNH Industrial
CNH
$12.1B
$16.9M ﹤0.01%
1,562,138
+532,446
SNX icon
935
TD Synnex
SNX
$12.4B
$16.9M ﹤0.01%
103,014
+31,880
NOG icon
936
Northern Oil and Gas
NOG
$2.13B
$16.9M ﹤0.01%
679,524
+204,358
URBN icon
937
Urban Outfitters
URBN
$6.13B
$16.8M ﹤0.01%
235,732
-67,776
TSHA icon
938
Taysha Gene Therapies
TSHA
$1.26B
$16.8M ﹤0.01%
5,148,112
+4,697,611
COHR icon
939
Coherent
COHR
$23.4B
$16.8M ﹤0.01%
156,063
+20,523
DUOL icon
940
Duolingo
DUOL
$8.12B
$16.8M ﹤0.01%
52,114
+13,833
AMH icon
941
American Homes 4 Rent
AMH
$11.9B
$16.8M ﹤0.01%
503,793
+53,426
U icon
942
Unity
U
$18.2B
$16.7M ﹤0.01%
418,239
-113,416
Z icon
943
Zillow
Z
$17.9B
$16.7M ﹤0.01%
217,162
-384,098
ALKS icon
944
Alkermes
ALKS
$4.79B
$16.7M ﹤0.01%
556,651
-137,471
PLMR icon
945
Palomar
PLMR
$3.28B
$16.7M ﹤0.01%
142,777
+50,939
ARLP icon
946
Alliance Resource Partners
ARLP
$3.09B
$16.6M ﹤0.01%
657,191
+21,116
HSIC icon
947
Henry Schein
HSIC
$8.89B
$16.6M ﹤0.01%
250,079
-204,443
LECO icon
948
Lincoln Electric
LECO
$13.1B
$16.6M ﹤0.01%
70,291
+37,310
TGTX icon
949
TG Therapeutics
TGTX
$5.24B
$16.6M ﹤0.01%
458,225
-162,321
LYFT icon
950
Lyft
LYFT
$7.84B
$16.5M ﹤0.01%
750,751
-243,625