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
ITB icon
951
iShares US Home Construction ETF
ITB
$2.64B
$16.5M ﹤0.01%
153,675
+62,531
INSM icon
952
Insmed
INSM
$44.6B
$16.4M ﹤0.01%
114,196
-74,668
TRUP icon
953
Trupanion
TRUP
$1.53B
$16.4M ﹤0.01%
379,892
+81,892
EPR icon
954
EPR Properties
EPR
$3.97B
$16.4M ﹤0.01%
282,836
+121,212
GPI icon
955
Group 1 Automotive
GPI
$4.93B
$16.4M ﹤0.01%
37,481
+4,255
ADC icon
956
Agree Realty
ADC
$8.63B
$16.4M ﹤0.01%
230,410
+25,663
DY icon
957
Dycom Industries
DY
$10.1B
$16.4M ﹤0.01%
56,102
-18,714
ARIS
958
DELISTED
Aris Water Solutions
ARIS
$16.4M ﹤0.01%
663,301
+599,579
CELH icon
959
Celsius Holdings
CELH
$10.4B
$16.1M ﹤0.01%
279,806
-701,708
RLX icon
960
RLX Technology
RLX
$3.03B
$16.1M ﹤0.01%
6,113,550
-41,916
EXAS icon
961
Exact Sciences
EXAS
$19.2B
$16M ﹤0.01%
292,776
-153,865
NATL icon
962
NCR Atleos
NATL
$2.73B
$15.9M ﹤0.01%
404,694
+261,624
TECH icon
963
Bio-Techne
TECH
$10.3B
$15.8M ﹤0.01%
284,847
-104,310
FNV icon
964
Franco-Nevada
FNV
$38.7B
$15.8M ﹤0.01%
70,890
-10,999
CHKP icon
965
Check Point Software Technologies
CHKP
$20B
$15.7M ﹤0.01%
75,913
-16,013
FR icon
966
First Industrial Realty Trust
FR
$7.55B
$15.7M ﹤0.01%
304,827
+173,057
PR icon
967
Permian Resources
PR
$10.5B
$15.7M ﹤0.01%
1,222,867
+310,766
BF.B icon
968
Brown-Forman Class B
BF.B
$13.6B
$15.6M ﹤0.01%
576,434
+72,632
ENS icon
969
EnerSys
ENS
$5.21B
$15.6M ﹤0.01%
137,787
+2,998
KEX icon
970
Kirby Corp
KEX
$6.07B
$15.5M ﹤0.01%
186,260
+163,462
BHP icon
971
BHP
BHP
$136B
$15.5M ﹤0.01%
278,601
+70,497
CDZI icon
972
Cadiz
CDZI
$456M
$15.5M ﹤0.01%
3,288,661
+1,191,790
GATX icon
973
GATX Corp
GATX
$5.69B
$15.5M ﹤0.01%
88,559
+7,424
MP icon
974
MP Materials
MP
$10.3B
$15.4M ﹤0.01%
230,068
+146,553
SCI icon
975
Service Corp International
SCI
$11B
$15.4M ﹤0.01%
184,589
-6,598