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
BHP icon
1151
BHP
BHP
$140B
$10M ﹤0.01%
208,104
+7,261
AX icon
1152
Axos Financial
AX
$4.48B
$10M ﹤0.01%
131,585
+32,256
FHN icon
1153
First Horizon
FHN
$10.5B
$9.99M ﹤0.01%
471,114
-33,013
JOBY icon
1154
Joby Aviation
JOBY
$13.1B
$9.98M ﹤0.01%
946,067
+424,521
IXJ icon
1155
iShares Global Healthcare ETF
IXJ
$4.17B
$9.97M ﹤0.01%
115,760
SAM icon
1156
Boston Beer
SAM
$2.11B
$9.96M ﹤0.01%
52,215
+15,711
TPG icon
1157
TPG
TPG
$8.86B
$9.96M ﹤0.01%
189,847
-13,276
CASY icon
1158
Casey's General Stores
CASY
$20B
$9.93M ﹤0.01%
19,459
+2,631
PBH icon
1159
Prestige Consumer Healthcare
PBH
$2.89B
$9.92M ﹤0.01%
124,231
+34,796
BYD icon
1160
Boyd Gaming
BYD
$6.23B
$9.91M ﹤0.01%
126,696
+70,476
AXTA icon
1161
Axalta
AXTA
$6.17B
$9.9M ﹤0.01%
333,311
+146,778
SWX icon
1162
Southwest Gas
SWX
$5.87B
$9.88M ﹤0.01%
132,867
+42,087
PTEN icon
1163
Patterson-UTI
PTEN
$2.27B
$9.88M ﹤0.01%
1,665,464
+948,948
JNK icon
1164
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$9.87M ﹤0.01%
101,500
-19,025
ATGE icon
1165
Adtalem Global Education
ATGE
$3.5B
$9.87M ﹤0.01%
77,545
+28,133
PECO icon
1166
Phillips Edison & Co
PECO
$4.36B
$9.8M ﹤0.01%
279,596
+15,870
PRGO icon
1167
Perrigo
PRGO
$1.9B
$9.78M ﹤0.01%
366,087
+40,081
ITT icon
1168
ITT
ITT
$14.4B
$9.78M ﹤0.01%
62,364
+2,615
BKU icon
1169
Bankunited
BKU
$2.98B
$9.78M ﹤0.01%
274,667
+139,746
ESE icon
1170
ESCO Technologies
ESE
$5.69B
$9.77M ﹤0.01%
50,905
+17,016
AFG icon
1171
American Financial Group
AFG
$11.9B
$9.77M ﹤0.01%
77,391
+527
SEDG icon
1172
SolarEdge
SEDG
$2.16B
$9.74M ﹤0.01%
477,445
-7,014
MANH icon
1173
Manhattan Associates
MANH
$10.7B
$9.73M ﹤0.01%
49,292
-14,659
GVA icon
1174
Granite Construction
GVA
$4.48B
$9.72M ﹤0.01%
103,913
+25,453
QDEL icon
1175
QuidelOrtho
QDEL
$1.45B
$9.69M ﹤0.01%
336,134
+319,463