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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$274K ﹤0.01%
+5,000
2502
$273K ﹤0.01%
4,799
-4,139
2503
$273K ﹤0.01%
7,894
+3,481
2504
$273K ﹤0.01%
7,988
-27,855
2505
$272K ﹤0.01%
8,706
-8,307
2506
$272K ﹤0.01%
13,106
-13,158
2507
$272K ﹤0.01%
45,650
+40,490
2508
$272K ﹤0.01%
4,148
-14,023
2509
$271K ﹤0.01%
25,718
-56,393
2510
$271K ﹤0.01%
5,054
-47,272
2511
$270K ﹤0.01%
5,309
+489
2512
$270K ﹤0.01%
560
+8
2513
$270K ﹤0.01%
15,984
+4,908
2514
$270K ﹤0.01%
8,264
-10,593
2515
$270K ﹤0.01%
8,271
+5,830
2516
$270K ﹤0.01%
11,941
-23,981
2517
$270K ﹤0.01%
29,304
+7,081
2518
$270K ﹤0.01%
676,281
2519
$270K ﹤0.01%
15,422
+10,117
2520
$269K ﹤0.01%
29,873
+25,680
2521
$267K ﹤0.01%
37,079
-68,421
2522
$267K ﹤0.01%
13,989
-558
2523
$266K ﹤0.01%
6,366
+1,622
2524
$266K ﹤0.01%
8,068
+3,672
2525
$266K ﹤0.01%
32,749
+28,201