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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$157K ﹤0.01%
10,348
-6,110
2552
$156K ﹤0.01%
45,698
+7,222
2553
$156K ﹤0.01%
4,643
+3,614
2554
$156K ﹤0.01%
8,987
+7,816
2555
$155K ﹤0.01%
2,098
-351
2556
$155K ﹤0.01%
+21,677
2557
$155K ﹤0.01%
1,548
-8,104
2558
$154K ﹤0.01%
9,261
-36,664
2559
$154K ﹤0.01%
5,051
2560
$154K ﹤0.01%
15,926
+2,618
2561
$154K ﹤0.01%
5,419
+2,441
2562
$154K ﹤0.01%
+5,400
2563
$153K ﹤0.01%
10,784
-841
2564
$153K ﹤0.01%
140
+139
2565
$153K ﹤0.01%
14,581
+9,259
2566
$152K ﹤0.01%
10,694
+10,278
2567
$152K ﹤0.01%
+61,100
2568
$152K ﹤0.01%
+9,290
2569
$152K ﹤0.01%
20,657
+10,889
2570
$151K ﹤0.01%
4,180
+2,531
2571
$151K ﹤0.01%
1,314
+474
2572
$151K ﹤0.01%
62,945
-2,336
2573
$151K ﹤0.01%
16,754
-7,281
2574
$150K ﹤0.01%
16
+1
2575
$150K ﹤0.01%
9,755
-10,602