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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$53K ﹤0.01%
1,705
-3,912
2602
$53K ﹤0.01%
2,875
-8,299
2603
$52K ﹤0.01%
3,929
+3,847
2604
$52K ﹤0.01%
982
+919
2605
$52K ﹤0.01%
16,783
+8,077
2606
$52K ﹤0.01%
+1,077
2607
$52K ﹤0.01%
1,907
+551
2608
$52K ﹤0.01%
23,374
+9,996
2609
$52K ﹤0.01%
2,963
-19,775
2610
$52K ﹤0.01%
1,023
-1,546
2611
$51K ﹤0.01%
783
-1,221
2612
$51K ﹤0.01%
3,259
-26,500
2613
$50K ﹤0.01%
70
-88
2614
$50K ﹤0.01%
2,870
+2,639
2615
$50K ﹤0.01%
3,553
-14,340
2616
$50K ﹤0.01%
1,260
2617
$50K ﹤0.01%
944
+160
2618
$50K ﹤0.01%
787
+771
2619
$50K ﹤0.01%
1,220
+998
2620
$50K ﹤0.01%
+1,809
2621
$50K ﹤0.01%
15,216
+1,325
2622
$50K ﹤0.01%
2,253
+135
2623
$49K ﹤0.01%
+324
2624
$49K ﹤0.01%
1,038
-6,292
2625
$49K ﹤0.01%
+8,962