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
FA icon
2051
First Advantage
FA
$2.3B
$2.54M ﹤0.01%
152,603
+73,319
CCJ icon
2052
Cameco
CCJ
$36.9B
$2.53M ﹤0.01%
34,111
-393,905
HDB icon
2053
HDFC Bank
HDB
$187B
$2.53M ﹤0.01%
66,058
+45,954
HTB
2054
HomeTrust Bancshares
HTB
$704M
$2.53M ﹤0.01%
67,646
+10,762
TREE icon
2055
LendingTree
TREE
$672M
$2.52M ﹤0.01%
68,111
+6,646
ATEC icon
2056
Alphatec Holdings
ATEC
$2.93B
$2.52M ﹤0.01%
226,854
+90,443
NRIM icon
2057
Northrim BanCorp
NRIM
$516M
$2.52M ﹤0.01%
108,000
+15,872
RLJ icon
2058
RLJ Lodging Trust
RLJ
$1.12B
$2.51M ﹤0.01%
345,133
+80,526
TSEM icon
2059
Tower Semiconductor
TSEM
$11.1B
$2.51M ﹤0.01%
57,832
+34,741
OUST icon
2060
Ouster
OUST
$1.32B
$2.5M ﹤0.01%
103,340
+46,747
PEBO icon
2061
Peoples Bancorp
PEBO
$1.04B
$2.5M ﹤0.01%
82,022
+26,107
CGAU
2062
Centerra Gold
CGAU
$2.43B
$2.5M ﹤0.01%
347,300
-28,389
ROG icon
2063
Rogers Corp
ROG
$1.41B
$2.5M ﹤0.01%
36,443
+13,133
NEE.PRT
2064
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.49B
$2.5M ﹤0.01%
56,437
+11,407
XHR
2065
Xenia Hotels & Resorts
XHR
$1.33B
$2.49M ﹤0.01%
198,476
+65,939
MDXG icon
2066
MiMedx Group
MDXG
$1.09B
$2.49M ﹤0.01%
407,721
+188,569
SCS icon
2067
Steelcase
SCS
$1.8B
$2.48M ﹤0.01%
238,189
+62,526
THFF icon
2068
First Financial Corp
THFF
$673M
$2.48M ﹤0.01%
45,841
+6,834
QCRH icon
2069
QCR Holdings
QCRH
$1.32B
$2.48M ﹤0.01%
36,579
+12,204
COLM icon
2070
Columbia Sportswear
COLM
$2.89B
$2.48M ﹤0.01%
40,561
-26,963
WSR
2071
Whitestone REIT
WSR
$681M
$2.46M ﹤0.01%
197,084
+14,825
APPF icon
2072
AppFolio
APPF
$8.91B
$2.46M ﹤0.01%
10,668
-195
DCOM icon
2073
Dime Community Bancshares
DCOM
$1.19B
$2.44M ﹤0.01%
90,668
+24,417
CRI icon
2074
Carter's
CRI
$1.18B
$2.44M ﹤0.01%
80,917
+56,211
AAMI
2075
Acadian Asset Management
AAMI
$1.57B
$2.43M ﹤0.01%
69,042
+13,171