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
UNFI icon
1851
United Natural Foods
UNFI
$2.35B
$3.38M ﹤0.01%
144,808
+55,786
AEO icon
1852
American Eagle Outfitters
AEO
$2.97B
$3.37M ﹤0.01%
350,715
+97,627
FEZ icon
1853
SPDR Euro Stoxx 50 ETF
FEZ
$4.77B
$3.37M ﹤0.01%
56,361
+20,450
EYE icon
1854
National Vision
EYE
$1.88B
$3.36M ﹤0.01%
146,080
+46,894
NWN icon
1855
Northwest Natural Holdings
NWN
$1.99B
$3.36M ﹤0.01%
84,612
+27,138
DRH icon
1856
DiamondRock Hospitality
DRH
$1.83B
$3.35M ﹤0.01%
437,927
+167,315
IMCR icon
1857
Immunocore
IMCR
$1.82B
$3.35M ﹤0.01%
106,862
-228
PHR icon
1858
Phreesia
PHR
$1.3B
$3.35M ﹤0.01%
117,751
-68,596
VNET
1859
VNET Group
VNET
$2.37B
$3.35M ﹤0.01%
485,481
-116,818
MTX icon
1860
Minerals Technologies
MTX
$1.78B
$3.34M ﹤0.01%
60,597
+18,849
ENVX icon
1861
Enovix
ENVX
$1.73B
$3.33M ﹤0.01%
367,993
+125,242
AMRX icon
1862
Amneal Pharmaceuticals
AMRX
$3.66B
$3.33M ﹤0.01%
411,531
+124,161
SHO icon
1863
Sunstone Hotel Investors
SHO
$1.8B
$3.33M ﹤0.01%
383,493
-224,440
SLVM icon
1864
Sylvamo
SLVM
$1.77B
$3.33M ﹤0.01%
66,415
+13,834
RYN icon
1865
Rayonier
RYN
$3.35B
$3.31M ﹤0.01%
149,283
-57,817
UVV icon
1866
Universal Corp
UVV
$1.32B
$3.31M ﹤0.01%
56,840
+20,630
DFIN icon
1867
Donnelley Financial Solutions
DFIN
$1.22B
$3.31M ﹤0.01%
53,644
+11,494
IMKTA icon
1868
Ingles Markets
IMKTA
$1.42B
$3.3M ﹤0.01%
52,094
+6,456
VBTX
1869
DELISTED
Veritex Holdings
VBTX
$3.3M ﹤0.01%
126,439
+35,064
ATRC icon
1870
AtriCure
ATRC
$1.64B
$3.3M ﹤0.01%
100,585
+38,555
FAF icon
1871
First American
FAF
$6.49B
$3.29M ﹤0.01%
53,540
-9,919
XPEV icon
1872
XPeng
XPEV
$23.8B
$3.27M ﹤0.01%
183,104
+6,127
AVDX
1873
DELISTED
AvidXchange
AVDX
$3.27M ﹤0.01%
333,913
+108,531
HMN icon
1874
Horace Mann Educators
HMN
$1.89B
$3.27M ﹤0.01%
76,050
+23,975
VYX icon
1875
NCR Voyix
VYX
$1.49B
$3.27M ﹤0.01%
278,611
+76,818