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
GMED icon
1101
Globus Medical
GMED
$11.3B
$10.9M ﹤0.01%
184,018
+109,351
SPRY icon
1102
ARS Pharmaceuticals
SPRY
$812M
$10.9M ﹤0.01%
622,235
+490,200
EWBC icon
1103
East-West Bancorp
EWBC
$14.1B
$10.9M ﹤0.01%
107,502
-92,462
NYT icon
1104
New York Times
NYT
$10.4B
$10.8M ﹤0.01%
193,660
-8,285
BKH icon
1105
Black Hills Corp
BKH
$5.28B
$10.8M ﹤0.01%
192,694
+20,968
SLV icon
1106
iShares Silver Trust
SLV
$24.7B
$10.8M ﹤0.01%
327,779
+155,788
QSR icon
1107
Restaurant Brands International
QSR
$22.5B
$10.8M ﹤0.01%
162,233
+115,566
SSB icon
1108
SouthState Bank Corp
SSB
$8.93B
$10.7M ﹤0.01%
116,799
-69,671
PRIM icon
1109
Primoris Services
PRIM
$6.38B
$10.7M ﹤0.01%
137,909
+15,648
STNE icon
1110
StoneCo
STNE
$4.4B
$10.7M ﹤0.01%
669,091
+166,239
RDN icon
1111
Radian Group
RDN
$4.78B
$10.7M ﹤0.01%
297,213
+76,918
QFIN icon
1112
Qfin Holdings
QFIN
$2.97B
$10.7M ﹤0.01%
246,520
+136,329
DINO icon
1113
HF Sinclair
DINO
$10.3B
$10.7M ﹤0.01%
260,040
+63,062
NSP icon
1114
Insperity
NSP
$1.23B
$10.7M ﹤0.01%
177,304
+30,457
MMSI icon
1115
Merit Medical Systems
MMSI
$5.05B
$10.7M ﹤0.01%
114,038
-15,831
LCII icon
1116
LCI Industries
LCII
$2.59B
$10.6M ﹤0.01%
116,781
-69,369
NJR icon
1117
New Jersey Resources
NJR
$4.68B
$10.6M ﹤0.01%
237,484
+66,752
PLNT icon
1118
Planet Fitness
PLNT
$8.79B
$10.6M ﹤0.01%
97,536
+50,277
SCCO icon
1119
Southern Copper
SCCO
$107B
$10.6M ﹤0.01%
106,494
+43,090
TNDM icon
1120
Tandem Diabetes Care
TNDM
$1.26B
$10.6M ﹤0.01%
567,072
+53,066
RNA icon
1121
Avidity Biosciences
RNA
$10.7B
$10.6M ﹤0.01%
371,770
+47,875
ORA icon
1122
Ormat Technologies
ORA
$6.6B
$10.5M ﹤0.01%
125,639
+41,882
ROAD icon
1123
Construction Partners
ROAD
$5.99B
$10.5M ﹤0.01%
98,904
+34,757
OMF icon
1124
OneMain Financial
OMF
$6.97B
$10.5M ﹤0.01%
184,364
-12,256
USFD icon
1125
US Foods
USFD
$16B
$10.5M ﹤0.01%
136,130
+176