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
SN icon
1601
SharkNinja
SN
$13.2B
$4.91M ﹤0.01%
47,606
+42,828
PPTA
1602
Perpetua Resources
PPTA
$2.93B
$4.9M ﹤0.01%
242,111
+10,463
BIV icon
1603
Vanguard Intermediate-Term Bond ETF
BIV
$26.5B
$4.9M ﹤0.01%
62,714
WFRD icon
1604
Weatherford International
WFRD
$5.23B
$4.89M ﹤0.01%
71,515
+32,432
DLB icon
1605
Dolby
DLB
$6.44B
$4.89M ﹤0.01%
67,511
+6,683
VRE
1606
Veris Residential
VRE
$1.4B
$4.88M ﹤0.01%
320,792
-88,627
VSAT icon
1607
Viasat
VSAT
$4.47B
$4.86M ﹤0.01%
166,034
-53,604
CIFR icon
1608
Cipher Mining
CIFR
$6.92B
$4.86M ﹤0.01%
386,203
-111,297
IAS icon
1609
Integral Ad Science
IAS
$1.72B
$4.86M ﹤0.01%
477,908
+158,921
CATY icon
1610
Cathay General Bancorp
CATY
$3.35B
$4.85M ﹤0.01%
100,983
-52,055
TALO icon
1611
Talos Energy
TALO
$1.94B
$4.84M ﹤0.01%
504,938
-1,028,015
TAL icon
1612
TAL Education Group
TAL
$6.73B
$4.84M ﹤0.01%
432,344
+2,938
COMM icon
1613
CommScope
COMM
$4.3B
$4.84M ﹤0.01%
312,421
-104,074
HCC icon
1614
Warrior Met Coal
HCC
$4.07B
$4.83M ﹤0.01%
75,878
-24,852
SFD
1615
Smithfield Foods
SFD
$8.39B
$4.81M ﹤0.01%
205,051
+27,782
OCUL icon
1616
Ocular Therapeutix
OCUL
$2.58B
$4.81M ﹤0.01%
411,617
-84,413
CCJ icon
1617
Cameco
CCJ
$38B
$4.81M ﹤0.01%
57,307
+23,196
DAN icon
1618
Dana Inc
DAN
$2.62B
$4.8M ﹤0.01%
239,553
-59,493
IDT icon
1619
IDT Corp
IDT
$1.26B
$4.8M ﹤0.01%
91,677
-3,906
CACC icon
1620
Credit Acceptance
CACC
$4.94B
$4.79M ﹤0.01%
10,262
+5,122
CBZ icon
1621
CBIZ
CBZ
$2.68B
$4.77M ﹤0.01%
90,097
-12,181
GRBK icon
1622
Green Brick Partners
GRBK
$2.96B
$4.76M ﹤0.01%
64,457
-20,801
ABM icon
1623
ABM Industries
ABM
$2.63B
$4.75M ﹤0.01%
102,915
-25,823
AZZ icon
1624
AZZ Inc
AZZ
$3.19B
$4.74M ﹤0.01%
43,438
-14,637
FUL icon
1625
H.B. Fuller
FUL
$3.16B
$4.74M ﹤0.01%
79,883
-25,953