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
MCK icon
151
McKesson
MCK
$110B
$340M 0.07%
439,823
-31,139
ETN icon
152
Eaton
ETN
$131B
$340M 0.07%
907,517
-82,420
LMT icon
153
Lockheed Martin
LMT
$105B
$336M 0.07%
672,793
+7,796
MNST icon
154
Monster Beverage
MNST
$73.1B
$336M 0.07%
4,985,294
-2,187,882
MTD icon
155
Mettler-Toledo International
MTD
$30.8B
$335M 0.07%
272,696
+9,568
COF icon
156
Capital One
COF
$136B
$333M 0.07%
1,568,230
+33,777
MPWR icon
157
Monolithic Power Systems
MPWR
$43.5B
$333M 0.07%
362,062
-76,537
CVS icon
158
CVS Health
CVS
$99.6B
$330M 0.07%
4,379,215
+856,376
SO icon
159
Southern Company
SO
$98.3B
$330M 0.07%
3,476,883
+712,070
STLA icon
160
Stellantis
STLA
$30.4B
$326M 0.07%
34,952,351
+1,371,241
WELL icon
161
Welltower
WELL
$140B
$326M 0.07%
1,829,171
+210,066
PYPL icon
162
PayPal
PYPL
$57.3B
$324M 0.07%
4,825,465
+215,355
COIN icon
163
Coinbase
COIN
$68.5B
$322M 0.07%
953,089
+338,205
FTNT icon
164
Fortinet
FTNT
$60.1B
$318M 0.07%
3,777,966
-891,314
MSI icon
165
Motorola Solutions
MSI
$61.5B
$315M 0.07%
688,817
+26,242
FLUT icon
166
Flutter Entertainment
FLUT
$34.3B
$314M 0.07%
1,238,118
-184,323
LOGI icon
167
Logitech
LOGI
$16.5B
$310M 0.07%
2,823,707
-728,063
SE icon
168
Sea Limited
SE
$80.7B
$309M 0.07%
1,729,116
+845,664
AMT icon
169
American Tower
AMT
$84.2B
$305M 0.07%
1,584,224
+744,034
MDLZ icon
170
Mondelez International
MDLZ
$72.9B
$300M 0.07%
4,802,251
-325,317
ORLY icon
171
O'Reilly Automotive
ORLY
$85.6B
$299M 0.06%
2,775,041
-733,713
NOC icon
172
Northrop Grumman
NOC
$81.3B
$296M 0.06%
486,439
+28,059
ALC icon
173
Alcon
ALC
$39.1B
$293M 0.06%
3,935,454
-266,501
VRTX icon
174
Vertex Pharmaceuticals
VRTX
$109B
$291M 0.06%
742,487
-80,450
DUK icon
175
Duke Energy
DUK
$94.8B
$290M 0.06%
2,345,424
-679,481