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
WINA icon
1951
Winmark
WINA
$1.5B
$2.93M ﹤0.01%
7,754
+2,739
BETR icon
1952
Better Home & Finance Holding
BETR
$863M
$2.92M ﹤0.01%
235,798
+19,074
MODG icon
1953
Topgolf Callaway Brands
MODG
$2.07B
$2.92M ﹤0.01%
362,368
+93,730
TIP icon
1954
iShares TIPS Bond ETF
TIP
$13.8B
$2.92M ﹤0.01%
26,514
-2,169
NRIX icon
1955
Nurix Therapeutics
NRIX
$1.3B
$2.9M ﹤0.01%
254,870
+110,095
BV icon
1956
BrightView Holdings
BV
$1.16B
$2.9M ﹤0.01%
174,218
+51,242
LGIH icon
1957
LGI Homes
LGIH
$1.13B
$2.89M ﹤0.01%
56,111
+9,548
WWW icon
1958
Wolverine World Wide
WWW
$1.27B
$2.88M ﹤0.01%
159,553
+21,088
KN icon
1959
Knowles
KN
$1.84B
$2.88M ﹤0.01%
163,505
+52,533
CWH icon
1960
Camping World
CWH
$679M
$2.88M ﹤0.01%
167,386
+93,978
CYD icon
1961
China Yuchai International
CYD
$1.37B
$2.88M ﹤0.01%
120,329
+22,352
WABC icon
1962
Westamerica Bancorp
WABC
$1.2B
$2.88M ﹤0.01%
59,382
+19,595
SOC icon
1963
Sable Offshore Corp
SOC
$417M
$2.88M ﹤0.01%
130,808
+66,602
COCO icon
1964
Vita Coco
COCO
$2.5B
$2.86M ﹤0.01%
79,185
+24,707
RAL
1965
Ralliant Corp
RAL
$5.35B
$2.86M ﹤0.01%
+58,971
SDGR icon
1966
Schrodinger
SDGR
$1.3B
$2.85M ﹤0.01%
141,774
+65,214
RKT icon
1967
Rocket Companies
RKT
$48B
$2.85M ﹤0.01%
200,830
+150,357
SCSC icon
1968
Scansource
SCSC
$893M
$2.85M ﹤0.01%
68,050
+20,971
IBCP icon
1969
Independent Bank Corp
IBCP
$643M
$2.84M ﹤0.01%
87,679
+12,201
CRAI icon
1970
CRA International
CRAI
$1.19B
$2.83M ﹤0.01%
15,110
+5,241
VRTS icon
1971
Virtus Investment Partners
VRTS
$1.09B
$2.83M ﹤0.01%
15,582
+2,665
GXO icon
1972
GXO Logistics
GXO
$5.67B
$2.83M ﹤0.01%
58,041
-799
APPS icon
1973
Digital Turbine
APPS
$566M
$2.82M ﹤0.01%
478,485
+4,551
SPB icon
1974
Spectrum Brands
SPB
$1.38B
$2.82M ﹤0.01%
53,260
+36,101
TRVI icon
1975
Trevi Therapeutics
TRVI
$1.38B
$2.82M ﹤0.01%
515,476
+377,544