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
DEI icon
1751
Douglas Emmett
DEI
$2.04B
$3.82M ﹤0.01%
245,169
-80,189
WU icon
1752
Western Union
WU
$2.74B
$3.81M ﹤0.01%
477,182
+28,267
EWTX icon
1753
Edgewise Therapeutics
EWTX
$2.55B
$3.81M ﹤0.01%
234,650
-46,600
TDOC icon
1754
Teladoc Health
TDOC
$1.32B
$3.79M ﹤0.01%
490,030
-38,228
TDW icon
1755
Tidewater
TDW
$2.59B
$3.79M ﹤0.01%
71,025
-23,293
HBI icon
1756
Hanesbrands
HBI
$2.34B
$3.79M ﹤0.01%
574,677
-1,060,045
VSCO icon
1757
Victoria's Secret
VSCO
$3.06B
$3.78M ﹤0.01%
139,445
-189,969
HURN icon
1758
Huron Consulting
HURN
$2.84B
$3.78M ﹤0.01%
25,773
-10,964
ACMR icon
1759
ACM Research
ACMR
$2.15B
$3.78M ﹤0.01%
96,663
-36,774
PLUG icon
1760
Plug Power
PLUG
$2.71B
$3.77M ﹤0.01%
1,619,039
-1,976,038
JETS icon
1761
US Global Jets ETF
JETS
$792M
$3.77M ﹤0.01%
152,992
-691,445
CURB
1762
Curbline Properties
CURB
$2.52B
$3.76M ﹤0.01%
168,797
-18,377
CHEF icon
1763
Chefs' Warehouse
CHEF
$2.53B
$3.74M ﹤0.01%
64,178
-18,385
MSM icon
1764
MSC Industrial Direct
MSM
$4.93B
$3.74M ﹤0.01%
40,618
-32,103
EFSC icon
1765
Enterprise Financial Services Corp
EFSC
$2.05B
$3.74M ﹤0.01%
64,493
-32,567
GIC icon
1766
Global Industrial
GIC
$1.08B
$3.74M ﹤0.01%
101,921
+63,414
DOCN icon
1767
DigitalOcean
DOCN
$4.11B
$3.74M ﹤0.01%
109,382
-27,037
CRK icon
1768
Comstock Resources
CRK
$7.37B
$3.73M ﹤0.01%
188,131
+20,303
TAC icon
1769
TransAlta
TAC
$4.15B
$3.73M ﹤0.01%
272,785
-234,097
CNA icon
1770
CNA Financial
CNA
$12.6B
$3.72M ﹤0.01%
80,105
-40,855
AMSC icon
1771
American Superconductor
AMSC
$1.39B
$3.72M ﹤0.01%
62,563
-17,798
BMO icon
1772
Bank of Montreal
BMO
$88.7B
$3.7M ﹤0.01%
28,397
+16,239
CVBF icon
1773
CVB Financial
CVBF
$2.77B
$3.7M ﹤0.01%
195,587
-98,259
AL icon
1774
Air Lease Corp
AL
$7.14B
$3.67M ﹤0.01%
57,605
-58,630
IMVT icon
1775
Immunovant
IMVT
$4.2B
$3.65M ﹤0.01%
226,357
-44,993