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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$82K ﹤0.01%
3,268
+416
2602
$82K ﹤0.01%
3,174
-21,799
2603
$82K ﹤0.01%
10,197
+3,981
2604
$82K ﹤0.01%
5,508
-1,180
2605
$82K ﹤0.01%
8,268
-10,480
2606
$81K ﹤0.01%
13,490
-6,989
2607
$81K ﹤0.01%
2,267
-635
2608
$81K ﹤0.01%
834
-770
2609
$81K ﹤0.01%
2,999
+2,412
2610
$81K ﹤0.01%
3,383
+2,371
2611
$81K ﹤0.01%
6,250
-2,500
2612
$80K ﹤0.01%
1,800
2613
$80K ﹤0.01%
3,432
-3,641
2614
$80K ﹤0.01%
10,000
2615
$80K ﹤0.01%
4,480
-7,217
2616
$80K ﹤0.01%
1,736
-2,711
2617
$80K ﹤0.01%
2,706
-16
2618
$80K ﹤0.01%
4,008
+3,301
2619
$80K ﹤0.01%
9,973
+9,476
2620
$79K ﹤0.01%
6,617
-122,630
2621
$79K ﹤0.01%
2,464
-44
2622
$79K ﹤0.01%
2,970
+1,884
2623
$79K ﹤0.01%
3,064
+2,760
2624
$79K ﹤0.01%
39,040
+33,406
2625
$79K ﹤0.01%
3,037
-101