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
CHDN icon
1326
Churchill Downs
CHDN
$6.92B
$7.41M ﹤0.01%
73,386
+20,621
KAI icon
1327
Kadant
KAI
$3B
$7.4M ﹤0.01%
23,317
+3,404
TDS icon
1328
Telephone and Data Systems
TDS
$4.43B
$7.39M ﹤0.01%
207,815
-585,162
BOH icon
1329
Bank of Hawaii
BOH
$2.63B
$7.39M ﹤0.01%
109,376
+34,646
NVCR icon
1330
NovoCure
NVCR
$1.27B
$7.37M ﹤0.01%
414,291
+134,379
WAY
1331
Waystar Holding Corp
WAY
$6.76B
$7.37M ﹤0.01%
180,340
+42,419
LEA icon
1332
Lear
LEA
$5.5B
$7.37M ﹤0.01%
77,578
-59,307
RDNT icon
1333
RadNet
RDNT
$5.8B
$7.37M ﹤0.01%
129,437
+24,353
PNFP icon
1334
Pinnacle Financial Partners
PNFP
$6.92B
$7.35M ﹤0.01%
66,601
-2,913
DNOW icon
1335
DNOW Inc
DNOW
$2.32B
$7.34M ﹤0.01%
495,217
+87,122
CBZ icon
1336
CBIZ
CBZ
$2.78B
$7.33M ﹤0.01%
102,278
+40,766
KTB icon
1337
Kontoor Brands
KTB
$4B
$7.33M ﹤0.01%
111,094
+34,472
AVA icon
1338
Avista
AVA
$3.35B
$7.28M ﹤0.01%
191,815
+65,130
MLI icon
1339
Mueller Industries
MLI
$11.9B
$7.27M ﹤0.01%
91,491
-81,215
BRZE icon
1340
Braze
BRZE
$3.2B
$7.27M ﹤0.01%
258,647
+122,943
LC icon
1341
LendingClub
LC
$1.99B
$7.24M ﹤0.01%
601,630
+81,166
S icon
1342
SentinelOne
S
$5.63B
$7.23M ﹤0.01%
395,442
+58,861
AZTA icon
1343
Azenta
AZTA
$1.36B
$7.23M ﹤0.01%
234,798
+93,723
PRCT icon
1344
Procept Biorobotics
PRCT
$1.66B
$7.21M ﹤0.01%
125,254
+65,328
EGP icon
1345
EastGroup Properties
EGP
$9.42B
$7.21M ﹤0.01%
43,154
+4,957
BCRX icon
1346
BioCryst Pharmaceuticals
BCRX
$1.49B
$7.21M ﹤0.01%
804,112
+401,512
GSHD icon
1347
Goosehead Insurance
GSHD
$1.72B
$7.2M ﹤0.01%
68,228
+34,031
WSFS icon
1348
WSFS Financial
WSFS
$2.98B
$7.19M ﹤0.01%
130,773
+39,133
KD icon
1349
Kyndryl
KD
$5.88B
$7.18M ﹤0.01%
171,173
+25,851
FIBK icon
1350
First Interstate BancSystem
FIBK
$3.22B
$7.15M ﹤0.01%
248,208
+39,135