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
KFY icon
1551
Korn Ferry
KFY
$3.47B
$5.36M ﹤0.01%
76,606
-32,601
SNDX icon
1552
Syndax Pharmaceuticals
SNDX
$1.69B
$5.35M ﹤0.01%
348,061
-34,905
FLO icon
1553
Flowers Foods
FLO
$2.27B
$5.35M ﹤0.01%
409,771
-11,852
AGX icon
1554
Argan
AGX
$5.16B
$5.34M ﹤0.01%
19,776
-19,391
FBP icon
1555
First Bancorp
FBP
$3.16B
$5.33M ﹤0.01%
241,900
-139,823
NHI icon
1556
National Health Investors
NHI
$3.78B
$5.32M ﹤0.01%
66,936
-22,405
BBD icon
1557
Banco Bradesco
BBD
$37.4B
$5.3M ﹤0.01%
1,568,232
-32,535
DNOW icon
1558
DNOW Inc
DNOW
$2.59B
$5.3M ﹤0.01%
347,507
-147,710
FRO icon
1559
Frontline
FRO
$5.34B
$5.28M ﹤0.01%
231,532
-47,636
WRD
1560
WeRide Inc
WRD
$2.71B
$5.28M ﹤0.01%
532,982
-11,441
GFF icon
1561
Griffon
GFF
$3.48B
$5.26M ﹤0.01%
69,031
-206,255
AUR icon
1562
Aurora
AUR
$7.59B
$5.24M ﹤0.01%
972,147
+268,193
IESC icon
1563
IES Holdings
IESC
$8.09B
$5.24M ﹤0.01%
13,177
-5,958
WSBC icon
1564
WesBanco
WSBC
$3.12B
$5.22M ﹤0.01%
163,566
-189,133
DEC
1565
Diversified Energy
DEC
$1.13B
$5.22M ﹤0.01%
372,431
-134,250
BHVN icon
1566
Biohaven
BHVN
$1.25B
$5.21M ﹤0.01%
346,844
-319
THO icon
1567
Thor Industries
THO
$5.67B
$5.19M ﹤0.01%
50,082
+23,653
OTTR icon
1568
Otter Tail
OTTR
$3.43B
$5.18M ﹤0.01%
63,241
-15,929
NE icon
1569
Noble Corp
NE
$4.84B
$5.18M ﹤0.01%
183,212
-69,044
COGT icon
1570
Cogent Biosciences
COGT
$6.1B
$5.17M ﹤0.01%
359,830
+39,265
XPEV icon
1571
XPeng
XPEV
$20.6B
$5.15M ﹤0.01%
219,995
+36,891
RNST icon
1572
Renasant Corp
RNST
$3.39B
$5.15M ﹤0.01%
139,577
-78,452
FIBK icon
1573
First Interstate BancSystem
FIBK
$3.41B
$5.15M ﹤0.01%
161,438
-86,770
NVCR icon
1574
NovoCure
NVCR
$1.42B
$5.14M ﹤0.01%
398,022
-16,269
MYE icon
1575
Myers Industries
MYE
$673M
$5.14M ﹤0.01%
303,150
-11,239