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
RNR icon
1426
RenaissanceRe
RNR
$12.2B
$6.31M ﹤0.01%
25,962
+1,468
TGI
1427
DELISTED
Triumph Group
TGI
$6.31M ﹤0.01%
244,944
-95,077
NNN icon
1428
NNN REIT
NNN
$7.83B
$6.31M ﹤0.01%
145,987
+10,468
CAKE icon
1429
Cheesecake Factory
CAKE
$2.24B
$6.3M ﹤0.01%
100,600
+23,533
TCOM icon
1430
Trip.com Group
TCOM
$47.1B
$6.29M ﹤0.01%
107,301
-38,647
MYRG icon
1431
MYR Group
MYRG
$3.56B
$6.29M ﹤0.01%
34,660
+11,055
CDZI icon
1432
Cadiz
CDZI
$437M
$6.27M ﹤0.01%
2,096,871
+1,051,140
AAOI icon
1433
Applied Optoelectronics
AAOI
$1.47B
$6.27M ﹤0.01%
243,994
+114,870
OCFC icon
1434
OceanFirst Financial
OCFC
$1.03B
$6.27M ﹤0.01%
355,886
+16,804
NHI icon
1435
National Health Investors
NHI
$3.68B
$6.26M ﹤0.01%
89,341
+28,969
CWT icon
1436
California Water Service
CWT
$2.73B
$6.25M ﹤0.01%
137,511
+28,416
HEDJ icon
1437
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$6.25M ﹤0.01%
+129,920
KYMR icon
1438
Kymera Therapeutics
KYMR
$4.67B
$6.25M ﹤0.01%
143,181
+57,969
RDW icon
1439
Redwire
RDW
$893M
$6.25M ﹤0.01%
383,289
+216,084
MSGE icon
1440
Madison Square Garden
MSGE
$2.17B
$6.23M ﹤0.01%
155,848
+107,589
PATK icon
1441
Patrick Industries
PATK
$3.33B
$6.23M ﹤0.01%
67,519
+15,345
AKR icon
1442
Acadia Realty Trust
AKR
$2.64B
$6.21M ﹤0.01%
334,541
-118,941
LOPE icon
1443
Grand Canyon Education
LOPE
$4.69B
$6.21M ﹤0.01%
32,860
+13,888
SGRY icon
1444
Surgery Partners
SGRY
$1.98B
$6.21M ﹤0.01%
279,246
+186,377
GNW icon
1445
Genworth Financial
GNW
$3.41B
$6.2M ﹤0.01%
796,966
+252,326
MSM icon
1446
MSC Industrial Direct
MSM
$4.83B
$6.18M ﹤0.01%
72,721
+37,140
INDB icon
1447
Independent Bank
INDB
$3.43B
$6.18M ﹤0.01%
98,190
+30,677
UGI icon
1448
UGI
UGI
$7.49B
$6.17M ﹤0.01%
169,364
-62,543
ICUI icon
1449
ICU Medical
ICUI
$3.37B
$6.16M ﹤0.01%
46,597
+16,362
VCTR icon
1450
Victory Capital Holdings
VCTR
$4.11B
$6.13M ﹤0.01%
96,333
+33,799