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
WCC icon
1051
WESCO International
WCC
$12.5B
$12M ﹤0.01%
64,562
+9,162
CALM icon
1052
Cal-Maine
CALM
$4.39B
$12M ﹤0.01%
120,015
+46,186
IEI icon
1053
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$12M ﹤0.01%
100,356
+62,356
AAON icon
1054
Aaon
AAON
$7.68B
$11.9M ﹤0.01%
161,921
-819
RGA icon
1055
Reinsurance Group of America
RGA
$12.4B
$11.9M ﹤0.01%
60,180
-20,469
OGS icon
1056
ONE Gas
OGS
$4.86B
$11.9M ﹤0.01%
166,047
+59,391
RVLV icon
1057
Revolve Group
RVLV
$1.5B
$11.9M ﹤0.01%
594,138
+18,703
FUN icon
1058
Cedar Fair
FUN
$1.48B
$11.9M ﹤0.01%
391,022
+3,193
EXPO icon
1059
Exponent
EXPO
$3.49B
$11.9M ﹤0.01%
159,132
+47,283
KNX icon
1060
Knight Transportation
KNX
$6.98B
$11.9M ﹤0.01%
268,662
-22,317
ATI icon
1061
ATI
ATI
$13.5B
$11.8M ﹤0.01%
136,984
-39,544
TCBI icon
1062
Texas Capital Bancshares
TCBI
$3.92B
$11.8M ﹤0.01%
148,328
+22,440
BCE icon
1063
BCE
BCE
$21.3B
$11.7M ﹤0.01%
529,773
+210,219
ALLY icon
1064
Ally Financial
ALLY
$12.1B
$11.7M ﹤0.01%
301,266
-258,809
BJ icon
1065
BJs Wholesale Club
BJ
$12.4B
$11.7M ﹤0.01%
108,786
-50,465
PTGX icon
1066
Protagonist Therapeutics
PTGX
$5.29B
$11.7M ﹤0.01%
212,112
+100,680
SIGI icon
1067
Selective Insurance
SIGI
$4.74B
$11.7M ﹤0.01%
135,117
+37,240
WING icon
1068
Wingstop
WING
$6.47B
$11.7M ﹤0.01%
34,726
+19,921
VNO icon
1069
Vornado Realty Trust
VNO
$6.62B
$11.7M ﹤0.01%
305,702
+127,818
BEAM icon
1070
Beam Therapeutics
BEAM
$2.2B
$11.6M ﹤0.01%
684,599
+524,553
CMC icon
1071
Commercial Metals
CMC
$6.54B
$11.6M ﹤0.01%
237,895
+58,210
SLNO icon
1072
Soleno Therapeutics
SLNO
$2.65B
$11.6M ﹤0.01%
138,415
+60,086
GLPI icon
1073
Gaming and Leisure Properties
GLPI
$12.6B
$11.6M ﹤0.01%
248,234
-209,607
ECPG icon
1074
Encore Capital Group
ECPG
$1.11B
$11.6M ﹤0.01%
299,352
+70,264
PIPR icon
1075
Piper Sandler
PIPR
$5.46B
$11.6M ﹤0.01%
41,686
+414