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
BROS icon
1126
Dutch Bros
BROS
$7.29B
$11.1M ﹤0.01%
212,590
+72,731
PEB icon
1127
Pebblebrook Hotel Trust
PEB
$1.3B
$11.1M ﹤0.01%
976,804
-1,718,544
EXP icon
1128
Eagle Materials
EXP
$7.04B
$11.1M ﹤0.01%
47,601
+2,814
FHI icon
1129
Federated Hermes
FHI
$3.83B
$11.1M ﹤0.01%
213,504
+162,609
SMPL icon
1130
Simply Good Foods
SMPL
$1.99B
$11.1M ﹤0.01%
445,851
+57,767
JOBY icon
1131
Joby Aviation
JOBY
$12.7B
$11.1M ﹤0.01%
685,458
-260,609
KGC icon
1132
Kinross Gold
KGC
$31.5B
$11.1M ﹤0.01%
444,745
+27,990
SSNC icon
1133
SS&C Technologies
SSNC
$21B
$11M ﹤0.01%
124,482
-162,255
SUPN icon
1134
Supernus Pharmaceuticals
SUPN
$2.64B
$11M ﹤0.01%
231,189
+90,250
UUUU icon
1135
Energy Fuels
UUUU
$3.44B
$11M ﹤0.01%
719,354
+182,141
QXO
1136
QXO Inc
QXO
$11.9B
$11M ﹤0.01%
578,179
+231,623
MOD icon
1137
Modine Manufacturing
MOD
$8.2B
$11M ﹤0.01%
77,368
-37,577
NUVL icon
1138
Nuvalent
NUVL
$8.53B
$11M ﹤0.01%
126,880
-22,726
SLM icon
1139
SLM Corp
SLM
$5.89B
$10.9M ﹤0.01%
394,697
+119,103
EWW icon
1140
iShares MSCI Mexico ETF
EWW
$2.01B
$10.9M ﹤0.01%
160,037
+83,902
PAHC icon
1141
Phibro Animal Health
PAHC
$1.8B
$10.9M ﹤0.01%
269,568
+86,719
GVA icon
1142
Granite Construction
GVA
$4.61B
$10.9M ﹤0.01%
99,352
-4,561
UGI icon
1143
UGI
UGI
$8.32B
$10.9M ﹤0.01%
326,682
+157,318
CDTX icon
1144
Cidara Therapeutics
CDTX
$6.91B
$10.9M ﹤0.01%
113,379
+83,755
MOG.A icon
1145
Moog Inc Class A
MOG.A
$7.23B
$10.8M ﹤0.01%
52,242
-15,235
OWL icon
1146
Blue Owl Capital
OWL
$9.61B
$10.8M ﹤0.01%
639,796
+14,766
WH icon
1147
Wyndham Hotels & Resorts
WH
$5.58B
$10.8M ﹤0.01%
135,370
+29,788
SLV icon
1148
iShares Silver Trust
SLV
$25.2B
$10.8M ﹤0.01%
255,136
-72,643
TU icon
1149
Telus
TU
$20.1B
$10.7M ﹤0.01%
681,423
-401,052
LAMR icon
1150
Lamar Advertising Co
LAMR
$13.4B
$10.7M ﹤0.01%
87,755
-23,168