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
UE icon
1626
Urban Edge Properties
UE
$2.42B
$4.72M ﹤0.01%
230,779
-201,963
CARG icon
1627
CarGurus
CARG
$3.44B
$4.72M ﹤0.01%
126,792
-272,294
CXT icon
1628
Crane NXT
CXT
$3.24B
$4.71M ﹤0.01%
70,238
+22,304
FCPT icon
1629
Four Corners Property Trust
FCPT
$2.55B
$4.71M ﹤0.01%
192,854
-72,298
BXC icon
1630
BlueLinx
BXC
$478M
$4.7M ﹤0.01%
64,374
-4,973
IEI icon
1631
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$4.7M ﹤0.01%
39,350
-61,006
POWL icon
1632
Powell Industries
POWL
$3.78B
$4.69M ﹤0.01%
15,401
-5,634
FCN icon
1633
FTI Consulting
FCN
$5.11B
$4.68M ﹤0.01%
28,949
+11,763
MBLY icon
1634
Mobileye
MBLY
$9.15B
$4.68M ﹤0.01%
331,215
+159,200
PSN icon
1635
Parsons
PSN
$8.97B
$4.65M ﹤0.01%
56,098
+10,720
METC icon
1636
Ramaco Resources Class A
METC
$1.06B
$4.63M ﹤0.01%
139,441
+16,513
LMND icon
1637
Lemonade
LMND
$5.53B
$4.61M ﹤0.01%
86,165
-51,529
ST icon
1638
Sensata Technologies
ST
$4.61B
$4.61M ﹤0.01%
150,827
-14,125
PRDO icon
1639
Perdoceo Education
PRDO
$1.8B
$4.61M ﹤0.01%
122,311
-31,101
QUBT icon
1640
Quantum Computing Inc
QUBT
$2.6B
$4.6M ﹤0.01%
249,940
+11,144
MMLP icon
1641
Martin Midstream Partners
MMLP
$104M
$4.59M ﹤0.01%
1,500,000
MGNI icon
1642
Magnite
MGNI
$2.13B
$4.59M ﹤0.01%
210,655
-63,538
NVAX icon
1643
Novavax
NVAX
$1.09B
$4.58M ﹤0.01%
528,037
-75,279
EWS icon
1644
iShares MSCI Singapore ETF
EWS
$826M
$4.58M ﹤0.01%
161,520
+104,677
DBRG icon
1645
DigitalBridge
DBRG
$1.72B
$4.57M ﹤0.01%
390,751
+56,541
ONC
1646
BeOne Medicines Ltd
ONC
$37.1B
$4.57M ﹤0.01%
13,408
-11,495
CBU icon
1647
Community Bank
CBU
$3.05B
$4.56M ﹤0.01%
77,700
-35,805
MNKD icon
1648
MannKind Corp
MNKD
$1.65B
$4.54M ﹤0.01%
846,056
-235,189
GEF icon
1649
Greif
GEF
$3.72B
$4.54M ﹤0.01%
75,971
+6,962
MCS icon
1650
Marcus Corp
MCS
$482M
$4.54M ﹤0.01%
292,582
-12,506