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
RNA icon
976
Avidity Biosciences
RNA
$10.8B
$15.3M ﹤0.01%
352,287
-19,483
SNDK
977
Sandisk
SNDK
$32.3B
$15.3M ﹤0.01%
136,715
+39,577
STRL icon
978
Sterling Infrastructure
STRL
$10.2B
$15.2M ﹤0.01%
44,814
-23,554
GDX icon
979
VanEck Gold Miners ETF
GDX
$23.2B
$15.1M ﹤0.01%
197,558
-64,797
FCFS icon
980
FirstCash
FCFS
$6.82B
$15.1M ﹤0.01%
95,001
-15,085
SPXC icon
981
SPX Corp
SPXC
$10.7B
$15M ﹤0.01%
80,391
-25,825
LOAR icon
982
Loar Holdings
LOAR
$6.31B
$15M ﹤0.01%
187,582
+139,166
ACWI icon
983
iShares MSCI ACWI ETF
ACWI
$23.7B
$15M ﹤0.01%
108,488
+417
INGR icon
984
Ingredion
INGR
$6.81B
$14.9M ﹤0.01%
122,205
+24,250
FMX icon
985
Fomento Económico Mexicano
FMX
$32.5B
$14.9M ﹤0.01%
150,919
+13,792
CMC icon
986
Commercial Metals
CMC
$6.95B
$14.8M ﹤0.01%
259,009
+21,114
CC icon
987
Chemours
CC
$1.85B
$14.8M ﹤0.01%
936,284
+596,834
BJ icon
988
BJs Wholesale Club
BJ
$11.8B
$14.8M ﹤0.01%
158,771
+49,985
GES icon
989
Guess Inc
GES
$889M
$14.8M ﹤0.01%
883,160
+251,014
DINO icon
990
HF Sinclair
DINO
$9.66B
$14.7M ﹤0.01%
281,508
+21,468
PTCT icon
991
PTC Therapeutics
PTCT
$6.66B
$14.7M ﹤0.01%
239,649
-40,163
DCI icon
992
Donaldson
DCI
$10.5B
$14.7M ﹤0.01%
179,548
+109,227
ELAN icon
993
Elanco Animal Health
ELAN
$11.6B
$14.7M ﹤0.01%
729,294
+171,506
FBIN icon
994
Fortune Brands Innovations
FBIN
$5.96B
$14.7M ﹤0.01%
274,691
+30,790
MEDP icon
995
Medpace
MEDP
$17.2B
$14.5M ﹤0.01%
28,219
+7,585
NJR icon
996
New Jersey Resources
NJR
$4.82B
$14.5M ﹤0.01%
301,163
+63,679
OSK icon
997
Oshkosh
OSK
$8.08B
$14.5M ﹤0.01%
111,764
+63,972
PD icon
998
PagerDuty
PD
$1.42B
$14.5M ﹤0.01%
875,971
-22,456
LUMN icon
999
Lumen
LUMN
$8.21B
$14.4M ﹤0.01%
2,360,882
-505,185
TNDM icon
1000
Tandem Diabetes Care
TNDM
$1.48B
$14.4M ﹤0.01%
1,190,127
+623,055