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
UEC icon
1451
Uranium Energy
UEC
$5.6B
$6.13M ﹤0.01%
901,107
+307,633
VKTX icon
1452
Viking Therapeutics
VKTX
$4.42B
$6.13M ﹤0.01%
231,200
-214,495
PBF icon
1453
PBF Energy
PBF
$4.52B
$6.12M ﹤0.01%
282,457
+25,735
INFA icon
1454
Informatica
INFA
$7.64B
$6.11M ﹤0.01%
251,125
+88,963
OTTR icon
1455
Otter Tail
OTTR
$3.48B
$6.1M ﹤0.01%
79,170
+22,290
VSCO icon
1456
Victoria's Secret
VSCO
$2.86B
$6.1M ﹤0.01%
329,414
-82,325
VRE
1457
Veris Residential
VRE
$1.41B
$6.1M ﹤0.01%
409,419
+196,798
BXMT icon
1458
Blackstone Mortgage Trust
BXMT
$3.1B
$6.08M ﹤0.01%
316,008
+96,686
GPRE icon
1459
Green Plains
GPRE
$677M
$6.08M ﹤0.01%
1,008,787
+864,382
ABM icon
1460
ABM Industries
ABM
$2.58B
$6.08M ﹤0.01%
128,738
+29,834
RRR icon
1461
Red Rock Resorts
RRR
$3.44B
$6.08M ﹤0.01%
116,783
+55,025
WTM icon
1462
White Mountains Insurance
WTM
$4.91B
$6.08M ﹤0.01%
3,383
+88
EVTC icon
1463
Evertec
EVTC
$1.86B
$6.07M ﹤0.01%
168,325
+81,232
HWKN icon
1464
Hawkins
HWKN
$2.64B
$6.07M ﹤0.01%
42,719
+11,276
COMP icon
1465
Compass
COMP
$5.37B
$6.06M ﹤0.01%
965,527
-376,744
AMAL icon
1466
Amalgamated Financial
AMAL
$842M
$6.06M ﹤0.01%
194,315
+29,847
PFGC icon
1467
Performance Food Group
PFGC
$14.9B
$6.05M ﹤0.01%
69,231
-98,023
ICLR icon
1468
Icon
ICLR
$12.4B
$6.05M ﹤0.01%
41,613
-14,861
FRSH icon
1469
Freshworks
FRSH
$3.41B
$6.03M ﹤0.01%
404,762
+140,982
LMND icon
1470
Lemonade
LMND
$5.27B
$6.03M ﹤0.01%
137,694
+36,401
GO icon
1471
Grocery Outlet
GO
$1.1B
$6.03M ﹤0.01%
485,230
+124,616
OII icon
1472
Oceaneering
OII
$2.39B
$6.03M ﹤0.01%
290,850
+49,029
ONC
1473
BeOne Medicines Ltd
ONC
$40.5B
$6.03M ﹤0.01%
24,903
-17,843
WHD icon
1474
Cactus
WHD
$2.87B
$6.01M ﹤0.01%
137,453
+43,555
AGIO icon
1475
Agios Pharmaceuticals
AGIO
$2.55B
$6.01M ﹤0.01%
180,704
+67,551