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
VAL icon
1276
Valaris
VAL
$3.97B
$7.97M ﹤0.01%
189,287
+32,696
ELAN icon
1277
Elanco Animal Health
ELAN
$10.5B
$7.96M ﹤0.01%
557,788
+283,290
TEX icon
1278
Terex
TEX
$3B
$7.96M ﹤0.01%
170,438
+56,649
FBP icon
1279
First Bancorp
FBP
$3.19B
$7.95M ﹤0.01%
381,723
+105,922
NWE icon
1280
NorthWestern Energy
NWE
$4B
$7.92M ﹤0.01%
154,416
+28,575
MATX icon
1281
Matsons
MATX
$3.33B
$7.92M ﹤0.01%
71,084
-2,514
OSCR icon
1282
Oscar Health
OSCR
$4B
$7.92M ﹤0.01%
369,158
+96,165
SYNA icon
1283
Synaptics
SYNA
$2.51B
$7.91M ﹤0.01%
122,074
+36,776
STWD icon
1284
Starwood Property Trust
STWD
$6.6B
$7.9M ﹤0.01%
393,471
-14,415
MIRM icon
1285
Mirum Pharmaceuticals
MIRM
$3.56B
$7.88M ﹤0.01%
154,871
+73,567
IWN icon
1286
iShares Russell 2000 Value ETF
IWN
$11.8B
$7.88M ﹤0.01%
49,942
-57,883
REZI icon
1287
Resideo Technologies
REZI
$4.94B
$7.88M ﹤0.01%
357,058
+165,305
UTI icon
1288
Universal Technical Institute
UTI
$1.6B
$7.87M ﹤0.01%
232,334
+35,452
JLL icon
1289
Jones Lang LaSalle
JLL
$14.3B
$7.83M ﹤0.01%
30,632
-7,978
RNST icon
1290
Renasant Corp
RNST
$3.29B
$7.83M ﹤0.01%
218,029
+118,999
GENI icon
1291
Genius Sports
GENI
$2.36B
$7.83M ﹤0.01%
752,941
+249,641
TVTX icon
1292
Travere Therapeutics
TVTX
$3.03B
$7.82M ﹤0.01%
528,526
-293,306
MQ icon
1293
Marqeta
MQ
$2.18B
$7.82M ﹤0.01%
1,340,987
+218,071
ALE icon
1294
Allete
ALE
$3.92B
$7.82M ﹤0.01%
121,987
+28,789
SMTC icon
1295
Semtech
SMTC
$5.87B
$7.8M ﹤0.01%
172,772
-105,593
ALRM icon
1296
Alarm.com
ALRM
$2.51B
$7.78M ﹤0.01%
137,535
+46,407
FNB icon
1297
FNB Corp
FNB
$5.68B
$7.77M ﹤0.01%
532,993
-235,036
TKR icon
1298
Timken Company
TKR
$5.32B
$7.75M ﹤0.01%
106,892
+58,533
AS icon
1299
Amer Sports
AS
$16.8B
$7.75M ﹤0.01%
199,885
+181,447
TWST icon
1300
Twist Bioscience
TWST
$1.62B
$7.75M ﹤0.01%
210,563
+96,150