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
HXL icon
1226
Hexcel
HXL
$5.49B
$8.75M ﹤0.01%
154,966
+92,548
CE icon
1227
Celanese
CE
$4.38B
$8.75M ﹤0.01%
158,167
-65,208
FELE icon
1228
Franklin Electric
FELE
$4.14B
$8.75M ﹤0.01%
97,472
+28,224
IRT icon
1229
Independence Realty Trust
IRT
$3.94B
$8.74M ﹤0.01%
494,148
+154,579
JHG icon
1230
Janus Henderson
JHG
$6.68B
$8.72M ﹤0.01%
224,361
-124,064
CPRI icon
1231
Capri Holdings
CPRI
$2.59B
$8.7M ﹤0.01%
491,645
+380,841
WBS icon
1232
Webster Financial
WBS
$9.1B
$8.7M ﹤0.01%
159,323
+26,558
AI icon
1233
C3.ai
AI
$1.94B
$8.67M ﹤0.01%
352,922
+134,032
KSS icon
1234
Kohl's
KSS
$1.96B
$8.67M ﹤0.01%
1,022,481
+504,509
IBOC icon
1235
International Bancshares
IBOC
$4.05B
$8.65M ﹤0.01%
129,966
+37,883
PLXS icon
1236
Plexus
PLXS
$3.79B
$8.64M ﹤0.01%
63,841
+24,104
AGX icon
1237
Argan
AGX
$4.63B
$8.63M ﹤0.01%
39,167
+21,570
WH icon
1238
Wyndham Hotels & Resorts
WH
$5.45B
$8.57M ﹤0.01%
105,582
+20,374
CLOZ icon
1239
Panagram BBB-B CLO ETF
CLOZ
$858M
$8.52M ﹤0.01%
318,582
+260,531
ACA icon
1240
Arcosa
ACA
$4.93B
$8.52M ﹤0.01%
98,202
+35,379
PRG icon
1241
PROG Holdings
PRG
$1.1B
$8.51M ﹤0.01%
289,772
+478
ITB icon
1242
iShares US Home Construction ETF
ITB
$2.95B
$8.49M ﹤0.01%
91,144
-21,747
FSV icon
1243
FirstService
FSV
$7.12B
$8.46M ﹤0.01%
48,427
-5,317
QBTS icon
1244
D-Wave Quantum
QBTS
$8.19B
$8.45M ﹤0.01%
576,785
+322,856
CRNX icon
1245
Crinetics Pharmaceuticals
CRNX
$4.05B
$8.4M ﹤0.01%
292,047
+126,136
WK icon
1246
Workiva
WK
$5.11B
$8.39M ﹤0.01%
122,534
+32,385
TTEK icon
1247
Tetra Tech
TTEK
$9.78B
$8.38M ﹤0.01%
232,942
-11,596
FOUR.PRA
1248
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$861M
$8.36M ﹤0.01%
+72,537
SNEX icon
1249
StoneX
SNEX
$4.68B
$8.33M ﹤0.01%
91,376
+35,375
NSA icon
1250
National Storage Affiliates Trust
NSA
$2.26B
$8.32M ﹤0.01%
260,173
+509