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
CLDT
2176
Chatham Lodging
CLDT
$329M
$1.94M ﹤0.01%
289,052
-12,935
ASTE icon
2177
Astec Industries
ASTE
$1.01B
$1.93M ﹤0.01%
40,172
-13,026
ATHM icon
2178
Autohome
ATHM
$2.84B
$1.93M ﹤0.01%
67,558
+789
PX icon
2179
P10
PX
$1.02B
$1.93M ﹤0.01%
177,273
+67,877
SY
2180
So-Young International
SY
$286M
$1.93M ﹤0.01%
497,627
-126,166
SPNS icon
2181
Sapiens International
SPNS
$2.41B
$1.92M ﹤0.01%
44,665
-16,999
LOB icon
2182
Live Oak Bancshares
LOB
$1.48B
$1.92M ﹤0.01%
54,485
-31,992
FDP icon
2183
Fresh Del Monte Produce
FDP
$1.7B
$1.92M ﹤0.01%
55,239
-16,471
FSK icon
2184
FS KKR Capital
FSK
$4.47B
$1.92M ﹤0.01%
+128,400
S icon
2185
SentinelOne
S
$5.44B
$1.92M ﹤0.01%
108,816
-286,626
UVE icon
2186
Universal Insurance Holdings
UVE
$933M
$1.91M ﹤0.01%
72,786
-10,385
STAA icon
2187
STAAR Surgical
STAA
$1.29B
$1.91M ﹤0.01%
71,173
-24,756
REPL icon
2188
Replimune Group
REPL
$748M
$1.91M ﹤0.01%
455,862
+83,752
BY icon
2189
Byline Bancorp
BY
$1.3B
$1.91M ﹤0.01%
68,720
-5,599
HCSG icon
2190
Healthcare Services Group
HCSG
$1.33B
$1.9M ﹤0.01%
113,145
-116,042
TDC icon
2191
Teradata
TDC
$2.66B
$1.9M ﹤0.01%
88,505
-6,676
BBUC
2192
Brookfield Business Corp
BBUC
$2.37B
$1.9M ﹤0.01%
56,746
-890
RLJ icon
2193
RLJ Lodging Trust
RLJ
$1.15B
$1.9M ﹤0.01%
264,247
-80,886
SBSW icon
2194
Sibanye-Stillwater
SBSW
$8.42B
$1.9M ﹤0.01%
169,208
-147,657
IGIB icon
2195
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.1B
$1.9M ﹤0.01%
35,110
+5,360
VRTS icon
2196
Virtus Investment Partners
VRTS
$1.08B
$1.9M ﹤0.01%
9,988
-5,594
AUPH icon
2197
Aurinia Pharmaceuticals
AUPH
$2.15B
$1.9M ﹤0.01%
171,600
-78,720
WMK icon
2198
Weis Markets
WMK
$1.63B
$1.88M ﹤0.01%
26,145
-5,352
SANA icon
2199
Sana Biotechnology
SANA
$935M
$1.87M ﹤0.01%
525,856
+31,441
MTUM icon
2200
iShares MSCI USA Momentum Factor ETF
MTUM
$19.8B
$1.86M ﹤0.01%
7,248
+6,531