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
SNV icon
951
Synovus
SNV
$6.49B
$14.4M ﹤0.01%
278,435
-33,838
CWAN icon
952
Clearwater Analytics
CWAN
$5.63B
$14.4M ﹤0.01%
655,271
+283,593
MGA icon
953
Magna International
MGA
$13.8B
$14.3M ﹤0.01%
370,064
-300,574
RH icon
954
RH
RH
$2.8B
$14.3M ﹤0.01%
75,545
-70,533
UNM icon
955
Unum
UNM
$12.9B
$14.3M ﹤0.01%
176,571
-84,088
PCVX icon
956
Vaxcyte
PCVX
$6.37B
$14.3M ﹤0.01%
438,409
+212,287
PENG
957
Penguin Solutions Inc
PENG
$999M
$14.2M ﹤0.01%
718,545
+61,390
CIVI icon
958
Civitas Resources
CIVI
$2.43B
$14.2M ﹤0.01%
516,990
+105,888
NEU icon
959
NewMarket
NEU
$7.37B
$14.2M ﹤0.01%
20,569
-3,906
PLMR icon
960
Palomar
PLMR
$3.44B
$14.2M ﹤0.01%
91,838
+27,653
VC icon
961
Visteon
VC
$2.87B
$14.1M ﹤0.01%
151,375
-153
COLD icon
962
Americold
COLD
$3.07B
$14.1M ﹤0.01%
849,231
+98,194
FMX icon
963
Fomento Económico Mexicano
FMX
$32.5B
$14.1M ﹤0.01%
137,127
+25,428
CRBG icon
964
Corebridge Financial
CRBG
$14.7B
$14M ﹤0.01%
395,688
-16,095
NSIT icon
965
Insight Enterprises
NSIT
$2.79B
$14M ﹤0.01%
101,041
+54,276
FRPT icon
966
Freshpet
FRPT
$2.61B
$13.9M ﹤0.01%
204,612
+6,672
ACWI icon
967
iShares MSCI ACWI ETF
ACWI
$23.1B
$13.9M ﹤0.01%
108,071
-331
USMV icon
968
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$13.9M ﹤0.01%
147,905
+23,928
SEIC icon
969
SEI Investments
SEIC
$9.99B
$13.8M ﹤0.01%
154,078
+38,491
CCS icon
970
Century Communities
CCS
$1.72B
$13.8M ﹤0.01%
245,405
+101,658
PD icon
971
PagerDuty
PD
$1.44B
$13.7M ﹤0.01%
898,427
+5,062
GTM
972
ZoomInfo Technologies
GTM
$3.18B
$13.7M ﹤0.01%
1,356,432
+1,206,758
WERN icon
973
Werner Enterprises
WERN
$1.46B
$13.7M ﹤0.01%
501,386
+35,736
IYT icon
974
iShares US Transportation ETF
IYT
$614M
$13.7M ﹤0.01%
200,063
-12,200
LTH icon
975
Life Time Group Holdings
LTH
$5.61B
$13.7M ﹤0.01%
451,466
+319,033