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
MWA icon
1501
Mueller Water Products
MWA
$3.8B
$5.73M ﹤0.01%
224,537
-84,161
COTY icon
1502
Coty
COTY
$2.83B
$5.73M ﹤0.01%
1,417,797
+245,489
VNOM icon
1503
Viper Energy
VNOM
$6.1B
$5.71M ﹤0.01%
149,327
+75,942
HUN icon
1504
Huntsman Corp
HUN
$1.66B
$5.7M ﹤0.01%
635,195
+65,108
CRC icon
1505
California Resources
CRC
$3.88B
$5.7M ﹤0.01%
107,216
-38,121
BMNR
1506
BitMine Immersion Technologies
BMNR
$11.1B
$5.7M ﹤0.01%
+109,778
WHR icon
1507
Whirlpool
WHR
$4.36B
$5.7M ﹤0.01%
72,491
-96,717
CMPR icon
1508
Cimpress
CMPR
$1.74B
$5.69M ﹤0.01%
90,262
-8,183
CSW
1509
CSW Industrials
CSW
$4.51B
$5.69M ﹤0.01%
23,423
-8,687
HWKN icon
1510
Hawkins
HWKN
$2.71B
$5.68M ﹤0.01%
31,089
-11,630
BRKR icon
1511
Bruker
BRKR
$7.5B
$5.67M ﹤0.01%
174,527
+111,660
APO.PRA icon
1512
Apollo Global Management Series A
APO.PRA
$1.98B
$5.64M ﹤0.01%
80,284
+50,947
MYRG icon
1513
MYR Group
MYRG
$3.36B
$5.64M ﹤0.01%
27,118
-7,542
HSII icon
1514
Heidrick & Struggles
HSII
$1.22B
$5.64M ﹤0.01%
113,340
-12,067
AMLX icon
1515
Amylyx Pharmaceuticals
AMLX
$1.63B
$5.63M ﹤0.01%
414,112
+283,838
GOOS
1516
Canada Goose Holdings
GOOS
$1.31B
$5.62M ﹤0.01%
407,598
+398,136
GEO icon
1517
The GEO Group
GEO
$2.17B
$5.62M ﹤0.01%
274,188
-59,072
PFF icon
1518
iShares Preferred and Income Securities ETF
PFF
$14.2B
$5.61M ﹤0.01%
+177,480
BNL icon
1519
Broadstone Net Lease
BNL
$3.35B
$5.61M ﹤0.01%
313,727
-95,835
GEL icon
1520
Genesis Energy
GEL
$1.93B
$5.61M ﹤0.01%
335,437
-46,440
AVA icon
1521
Avista
AVA
$3.36B
$5.6M ﹤0.01%
148,235
-43,580
HUT
1522
Hut 8
HUT
$4.32B
$5.6M ﹤0.01%
160,756
-39,247
OSG
1523
Octave Specialty Group
OSG
$385M
$5.58M ﹤0.01%
669,513
+214,686
AMR icon
1524
Alpha Metallurgical Resources
AMR
$2.04B
$5.58M ﹤0.01%
34,016
-3,018
KAI icon
1525
Kadant
KAI
$3.32B
$5.58M ﹤0.01%
18,754
-4,563