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
CUBI icon
1901
Customers Bancorp
CUBI
$2.37B
$2.93M ﹤0.01%
44,865
-34,868
DRD
1902
DRDGold
DRD
$2.43B
$2.93M ﹤0.01%
106,179
+104,567
FIG
1903
Figma
FIG
$17.6B
$2.92M ﹤0.01%
+56,384
OFG icon
1904
OFG Bancorp
OFG
$1.76B
$2.91M ﹤0.01%
66,950
-38,214
RZLT icon
1905
Rezolute
RZLT
$884M
$2.91M ﹤0.01%
309,696
-88,839
BKD icon
1906
Brookdale Senior Living
BKD
$2.67B
$2.9M ﹤0.01%
342,957
-110,974
ZIM icon
1907
ZIM Integrated Shipping Services
ZIM
$2.35B
$2.9M ﹤0.01%
214,176
+190,002
WLDN icon
1908
Willdan Group
WLDN
$1.47B
$2.89M ﹤0.01%
29,876
-2,789
KMT icon
1909
Kennametal
KMT
$2.11B
$2.89M ﹤0.01%
137,852
-34,047
SHO icon
1910
Sunstone Hotel Investors
SHO
$1.77B
$2.87M ﹤0.01%
306,632
-76,861
COCO icon
1911
Vita Coco
COCO
$3.02B
$2.87M ﹤0.01%
67,640
-11,545
FSLY icon
1912
Fastly
FSLY
$1.84B
$2.86M ﹤0.01%
334,332
-108,816
CM icon
1913
Canadian Imperial Bank of Commerce
CM
$78.9B
$2.86M ﹤0.01%
35,777
+18,757
MD icon
1914
Pediatrix Medical
MD
$2.12B
$2.85M ﹤0.01%
170,319
-17,093
KN icon
1915
Knowles
KN
$1.91B
$2.84M ﹤0.01%
122,031
-41,474
ADEA icon
1916
Adeia
ADEA
$1.35B
$2.84M ﹤0.01%
169,152
-61,577
BWIN
1917
Baldwin Insurance Group
BWIN
$1.97B
$2.84M ﹤0.01%
100,641
-49,249
COPX icon
1918
Global X Copper Miners ETF NEW
COPX
$3.31B
$2.84M ﹤0.01%
47,456
-4,450
ORLA
1919
Orla Mining
ORLA
$4.35B
$2.83M ﹤0.01%
262,432
+39,148
SEI
1920
Solaris Energy Infrastructure
SEI
$2.28B
$2.83M ﹤0.01%
70,761
-7,859
XERS icon
1921
Xeris Biopharma Holdings
XERS
$1.18B
$2.82M ﹤0.01%
346,639
-77,609
SYRE icon
1922
Spyre Therapeutics
SYRE
$2.27B
$2.82M ﹤0.01%
168,330
-48,316
NWBI icon
1923
Northwest Bancshares
NWBI
$1.78B
$2.81M ﹤0.01%
226,695
-57,562
ACEL icon
1924
Accel Entertainment
ACEL
$841M
$2.81M ﹤0.01%
253,556
-17,190
ESI icon
1925
Element Solutions
ESI
$6.27B
$2.8M ﹤0.01%
111,297
-26,058