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
ARCC icon
1076
Ares Capital
ARCC
$14.5B
$11.6M ﹤0.01%
527,018
+247,484
ENS icon
1077
EnerSys
ENS
$5.08B
$11.6M ﹤0.01%
134,789
+38,234
STRA icon
1078
Strategic Education
STRA
$1.88B
$11.5M ﹤0.01%
134,711
+22,820
NUVL icon
1079
Nuvalent
NUVL
$7.02B
$11.4M ﹤0.01%
149,606
+53,569
EDU icon
1080
New Oriental
EDU
$8.48B
$11.4M ﹤0.01%
211,435
+64,871
OVV icon
1081
Ovintiv
OVV
$9.92B
$11.3M ﹤0.01%
298,132
-83,187
MOD icon
1082
Modine Manufacturing
MOD
$6.95B
$11.3M ﹤0.01%
114,945
+38,432
BCC icon
1083
Boise Cascade
BCC
$2.56B
$11.3M ﹤0.01%
130,317
+50,115
TXG icon
1084
10x Genomics
TXG
$2.01B
$11.3M ﹤0.01%
976,988
+191,158
GIII icon
1085
G-III Apparel Group
GIII
$1.18B
$11.3M ﹤0.01%
504,694
+127,865
GKOS icon
1086
Glaukos
GKOS
$5.17B
$11.3M ﹤0.01%
109,370
+43,035
CGNX icon
1087
Cognex
CGNX
$6.16B
$11.2M ﹤0.01%
352,450
+37,377
WSBC icon
1088
WesBanco
WSBC
$2.99B
$11.2M ﹤0.01%
352,699
-30,247
SMR icon
1089
NuScale Power
SMR
$3.76B
$11.1M ﹤0.01%
281,826
+153,017
COUR icon
1090
Coursera
COUR
$1.41B
$11.1M ﹤0.01%
1,271,642
+97,514
GHC icon
1091
Graham Holdings Company
GHC
$4.67B
$11.1M ﹤0.01%
11,774
+1,964
ZWS icon
1092
Zurn Elkay Water Solutions
ZWS
$7.71B
$11.1M ﹤0.01%
302,992
+38,810
SKT icon
1093
Tanger
SKT
$3.91B
$11M ﹤0.01%
359,897
+68,276
BANF icon
1094
BancFirst
BANF
$3.7B
$11M ﹤0.01%
88,765
+21,696
IWO icon
1095
iShares Russell 2000 Growth ETF
IWO
$12.6B
$11M ﹤0.01%
38,376
+5,171
KBH icon
1096
KB Home
KBH
$3.9B
$11M ﹤0.01%
206,901
+34,805
PJT icon
1097
PJT Partners
PJT
$4.05B
$11M ﹤0.01%
66,403
+176
AUB icon
1098
Atlantic Union Bankshares
AUB
$4.63B
$10.9M ﹤0.01%
349,185
+191,391
MNDY icon
1099
monday.com
MNDY
$8.28B
$10.9M ﹤0.01%
34,731
+1,674
STEP icon
1100
StepStone Group
STEP
$4.99B
$10.9M ﹤0.01%
195,855
+100,754