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
FCF icon
1976
First Commonwealth Financial
FCF
$1.72B
$2.64M ﹤0.01%
155,004
-75,470
LEG icon
1977
Leggett & Platt
LEG
$1.35B
$2.64M ﹤0.01%
297,180
-68,576
BTG icon
1978
B2Gold
BTG
$5.79B
$2.63M ﹤0.01%
531,564
-626,954
LMAT icon
1979
LeMaitre Vascular
LMAT
$1.89B
$2.63M ﹤0.01%
29,998
-10,728
HROW icon
1980
Harrow
HROW
$1.52B
$2.62M ﹤0.01%
54,371
-16,263
SCSC icon
1981
Scansource
SCSC
$902M
$2.61M ﹤0.01%
59,415
-8,635
GSAT icon
1982
Globalstar
GSAT
$7.72B
$2.61M ﹤0.01%
71,804
-27,353
TPB icon
1983
Turning Point Brands
TPB
$1.88B
$2.61M ﹤0.01%
26,364
-9,792
HMN icon
1984
Horace Mann Educators
HMN
$1.87B
$2.6M ﹤0.01%
57,627
-18,423
MSGE icon
1985
Madison Square Garden
MSGE
$2.31B
$2.6M ﹤0.01%
57,497
-98,351
BBSI icon
1986
Barrett Business Services
BBSI
$909M
$2.6M ﹤0.01%
58,643
-15,788
SPB icon
1987
Spectrum Brands
SPB
$1.38B
$2.59M ﹤0.01%
49,350
-3,910
LNN icon
1988
Lindsay Corp
LNN
$1.25B
$2.59M ﹤0.01%
18,436
-4,099
COLL icon
1989
Collegium Pharmaceutical
COLL
$1.44B
$2.59M ﹤0.01%
74,031
-15,403
IPAR icon
1990
Interparfums
IPAR
$2.58B
$2.59M ﹤0.01%
26,314
-45,836
ALEC icon
1991
Alector
ALEC
$140M
$2.59M ﹤0.01%
873,375
+703,580
CECO icon
1992
Ceco Environmental
CECO
$1.84B
$2.57M ﹤0.01%
50,170
-6,977
HLIO icon
1993
Helios Technologies
HLIO
$1.8B
$2.57M ﹤0.01%
49,213
-16,472
DX
1994
Dynex Capital
DX
$2.02B
$2.56M ﹤0.01%
208,643
-2,500
HLMN icon
1995
Hillman Solutions
HLMN
$1.72B
$2.56M ﹤0.01%
279,046
-94,090
CELC icon
1996
Celcuity
CELC
$4.58B
$2.56M ﹤0.01%
51,801
-26,275
COLM icon
1997
Columbia Sportswear
COLM
$2.92B
$2.55M ﹤0.01%
48,800
+8,239
SRCE icon
1998
1st Source
SRCE
$1.54B
$2.55M ﹤0.01%
41,401
-17,266
ARR
1999
Armour Residential REIT
ARR
$1.91B
$2.55M ﹤0.01%
170,448
+12,539
SEM icon
2000
Select Medical
SEM
$1.93B
$2.55M ﹤0.01%
198,315
-75,141