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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$303K ﹤0.01%
19,148
+10,677
2552
$303K ﹤0.01%
17,456
+10,138
2553
$300K ﹤0.01%
15,584
+8,356
2554
$300K ﹤0.01%
6,480
+1,277
2555
$299K ﹤0.01%
12,922
+8,553
2556
$299K ﹤0.01%
23,648
+18,475
2557
$298K ﹤0.01%
23,376
-58,384
2558
$297K ﹤0.01%
14,164
+4,441
2559
$297K ﹤0.01%
38,071
+29,437
2560
$297K ﹤0.01%
18,136
-5,893
2561
$296K ﹤0.01%
43,568
+27,040
2562
$296K ﹤0.01%
14,948
+7,558
2563
$295K ﹤0.01%
16,788
+13,128
2564
$295K ﹤0.01%
33,888
+1,603
2565
$294K ﹤0.01%
28,166
-9,282
2566
$294K ﹤0.01%
75,539
+6,004
2567
$294K ﹤0.01%
1,063,024
+562,078
2568
$293K ﹤0.01%
29,103
+10,675
2569
$293K ﹤0.01%
9,375
+4,461
2570
$292K ﹤0.01%
5,168
-13,729
2571
$292K ﹤0.01%
20,967
+17,277
2572
$292K ﹤0.01%
7,136
-11,364
2573
$289K ﹤0.01%
41,530
+20,479
2574
$289K ﹤0.01%
34,662
+11,295
2575
$289K ﹤0.01%
10,147
-8,825