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
CORT icon
1701
Corcept Therapeutics
CORT
$7.95B
$4.36M ﹤0.01%
59,362
-67,089
TDW icon
1702
Tidewater
TDW
$2.91B
$4.35M ﹤0.01%
94,318
+37,007
IMVT icon
1703
Immunovant
IMVT
$4.16B
$4.34M ﹤0.01%
271,350
+119,809
CSTM icon
1704
Constellium
CSTM
$2.12B
$4.34M ﹤0.01%
326,418
+137,734
IOSP icon
1705
Innospec
IOSP
$1.84B
$4.33M ﹤0.01%
51,510
+15,023
CBRL icon
1706
Cracker Barrel
CBRL
$643M
$4.31M ﹤0.01%
70,622
+31,203
DVAX icon
1707
Dynavax Technologies
DVAX
$1.3B
$4.31M ﹤0.01%
434,671
+197,256
OI icon
1708
O-I Glass
OI
$2.03B
$4.3M ﹤0.01%
291,870
+95,050
WRD
1709
WeRide Inc
WRD
$2.41B
$4.29M ﹤0.01%
544,423
+541,742
NG icon
1710
NovaGold Resources
NG
$3.51B
$4.28M ﹤0.01%
1,046,184
+156,040
CURB
1711
Curbline Properties
CURB
$2.45B
$4.27M ﹤0.01%
187,174
+65,444
GTX icon
1712
Garrett Motion
GTX
$3.28B
$4.27M ﹤0.01%
406,402
+167,616
CUZ icon
1713
Cousins Properties
CUZ
$4.35B
$4.25M ﹤0.01%
141,341
+42,425
VMI icon
1714
Valmont Industries
VMI
$7.83B
$4.23M ﹤0.01%
12,942
+306
ADPT icon
1715
Adaptive Biotechnologies
ADPT
$2.15B
$4.22M ﹤0.01%
362,634
+158,664
KOS icon
1716
Kosmos Energy
KOS
$679M
$4.22M ﹤0.01%
2,450,929
-77,773
BTG icon
1717
B2Gold
BTG
$5.48B
$4.18M ﹤0.01%
1,158,518
+264,304
AIV
1718
Aimco
AIV
$815M
$4.18M ﹤0.01%
482,863
+64,313
LOAR icon
1719
Loar Holdings
LOAR
$6.25B
$4.17M ﹤0.01%
48,416
+9,653
SFD
1720
Smithfield Foods
SFD
$8.44B
$4.17M ﹤0.01%
177,269
+176,515
AMR icon
1721
Alpha Metallurgical Resources
AMR
$2.04B
$4.17M ﹤0.01%
37,034
+19,940
RNG icon
1722
RingCentral
RNG
$2.36B
$4.17M ﹤0.01%
146,969
-18,750
LIF
1723
Life360
LIF
$5.49B
$4.16M ﹤0.01%
63,721
+36,110
OLLI icon
1724
Ollie's Bargain Outlet
OLLI
$7.64B
$4.16M ﹤0.01%
31,530
-20,907
VRNT icon
1725
Verint Systems
VRNT
$1.23B
$4.15M ﹤0.01%
211,101
+68,059