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
POWI icon
1326
Power Integrations
POWI
$1.85B
$7.84M ﹤0.01%
194,937
-48,169
BFAM icon
1327
Bright Horizons
BFAM
$5.76B
$7.84M ﹤0.01%
72,183
+41,586
WLK icon
1328
Westlake Corp
WLK
$8.06B
$7.83M ﹤0.01%
101,662
+30,623
PAG icon
1329
Penske Automotive Group
PAG
$10.7B
$7.83M ﹤0.01%
45,015
+12,645
LSTR icon
1330
Landstar System
LSTR
$4.49B
$7.82M ﹤0.01%
63,831
+26,059
PBR icon
1331
Petrobras
PBR
$81.3B
$7.82M ﹤0.01%
617,562
-40,400
MIDD icon
1332
Middleby
MIDD
$5.92B
$7.78M ﹤0.01%
58,538
-82,217
ETNB
1333
DELISTED
89bio
ETNB
$7.75M ﹤0.01%
527,069
+38,358
G icon
1334
Genpact
G
$7.7B
$7.73M ﹤0.01%
184,427
+92,341
AX icon
1335
Axos Financial
AX
$4.68B
$7.72M ﹤0.01%
91,140
-40,445
AAON icon
1336
Aaon
AAON
$7.69B
$7.68M ﹤0.01%
82,181
-79,740
MTN icon
1337
Vail Resorts
MTN
$5.04B
$7.64M ﹤0.01%
51,079
+20,241
FOLD icon
1338
Amicus Therapeutics
FOLD
$3.05B
$7.64M ﹤0.01%
969,522
-213,213
RYAN icon
1339
Ryan Specialty Holdings
RYAN
$7.48B
$7.63M ﹤0.01%
135,445
-1,195,460
CRNX icon
1340
Crinetics Pharmaceuticals
CRNX
$4.24B
$7.63M ﹤0.01%
183,236
-108,811
LPX icon
1341
Louisiana-Pacific
LPX
$5.67B
$7.62M ﹤0.01%
85,825
+38,297
ALV icon
1342
Autoliv
ALV
$8.92B
$7.62M ﹤0.01%
61,695
+31,480
AUB icon
1343
Atlantic Union Bankshares
AUB
$4.88B
$7.62M ﹤0.01%
215,844
-133,341
BOX icon
1344
Box
BOX
$4.35B
$7.61M ﹤0.01%
235,952
-123,308
BEAM icon
1345
Beam Therapeutics
BEAM
$2.51B
$7.61M ﹤0.01%
313,627
-370,972
CCC
1346
CCC Intelligent Solutions
CCC
$4.65B
$7.6M ﹤0.01%
834,573
+716,944
PLXS icon
1347
Plexus
PLXS
$3.82B
$7.58M ﹤0.01%
52,356
-11,485
WULF icon
1348
TeraWulf
WULF
$5.84B
$7.57M ﹤0.01%
662,967
+136,240
RXRX icon
1349
Recursion Pharmaceuticals
RXRX
$2.28B
$7.57M ﹤0.01%
1,550,226
+385,537
ADTN icon
1350
Adtran
ADTN
$617M
$7.56M ﹤0.01%
806,339
+211,746