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
HURN icon
1601
Huron Consulting
HURN
$2.85B
$5.05M ﹤0.01%
36,737
+11,505
PRI icon
1602
Primerica
PRI
$8.11B
$5.05M ﹤0.01%
18,450
-874
WKC icon
1603
World Kinect Corp
WKC
$1.39B
$5.05M ﹤0.01%
178,152
-11,919
WD icon
1604
Walker & Dunlop
WD
$2.23B
$5.05M ﹤0.01%
71,630
+24,487
NCNO icon
1605
nCino
NCNO
$2.96B
$5.04M ﹤0.01%
180,220
-215,675
VNT icon
1606
Vontier
VNT
$5.21B
$5.04M ﹤0.01%
136,475
+3,083
REVG icon
1607
REV Group
REVG
$2.57B
$5.03M ﹤0.01%
105,746
+40,602
FRME icon
1608
First Merchants
FRME
$2.1B
$5.03M ﹤0.01%
131,416
+41,104
ETD icon
1609
Ethan Allen Interiors
ETD
$573M
$5.03M ﹤0.01%
180,653
+35,493
FBK icon
1610
FB Financial Corp
FBK
$2.91B
$5.03M ﹤0.01%
111,023
+29,964
PRDO icon
1611
Perdoceo Education
PRDO
$2B
$5.02M ﹤0.01%
153,412
+67,577
ROCK icon
1612
Gibraltar Industries
ROCK
$1.75B
$4.99M ﹤0.01%
84,482
+25,026
UCTT icon
1613
Ultra Clean Holdings
UCTT
$1.08B
$4.98M ﹤0.01%
220,715
+18,636
HAYW icon
1614
Hayward Holdings
HAYW
$3.37B
$4.98M ﹤0.01%
360,847
+239,388
VERA icon
1615
Vera Therapeutics
VERA
$1.81B
$4.97M ﹤0.01%
210,877
+121,161
ST icon
1616
Sensata Technologies
ST
$4.37B
$4.97M ﹤0.01%
164,952
+49,610
FTAI icon
1617
FTAI Aviation
FTAI
$16.2B
$4.96M ﹤0.01%
43,155
-132,701
VECO icon
1618
Veeco
VECO
$1.76B
$4.96M ﹤0.01%
244,198
+37,500
BBD icon
1619
Banco Bradesco
BBD
$38.9B
$4.95M ﹤0.01%
1,600,767
+586,966
RRC icon
1620
Range Resources
RRC
$9.06B
$4.95M ﹤0.01%
121,620
-28,254
BILI icon
1621
Bilibili
BILI
$10.8B
$4.93M ﹤0.01%
229,821
+165,663
FFBC icon
1622
First Financial Bancorp
FFBC
$2.38B
$4.92M ﹤0.01%
202,836
+61,785
KAR icon
1623
Openlane
KAR
$2.73B
$4.92M ﹤0.01%
201,242
+62,940
RIG icon
1624
Transocean
RIG
$4.42B
$4.9M ﹤0.01%
1,891,739
+547,998
BHVN icon
1625
Biohaven
BHVN
$879M
$4.9M ﹤0.01%
347,163
+183,545