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
2626
$217K ﹤0.01%
+10,245
2627
$216K ﹤0.01%
13,860
-32,281
2628
$216K ﹤0.01%
5,670
-1,274
2629
$215K ﹤0.01%
15,796
+12,596
2630
$215K ﹤0.01%
28,200
+14,968
2631
$215K ﹤0.01%
12,322
+9,800
2632
$215K ﹤0.01%
10,322
-16,000
2633
$214K ﹤0.01%
3,248
-7,268
2634
$214K ﹤0.01%
3,990
2635
$213K ﹤0.01%
28,043
+17,152
2636
$213K ﹤0.01%
6,544
+1,396
2637
$213K ﹤0.01%
3,671
-5,020
2638
$213K ﹤0.01%
+10,326
2639
$213K ﹤0.01%
20,416
-12,491
2640
$213K ﹤0.01%
2,147
-591
2641
$212K ﹤0.01%
18,831
+6,548
2642
$212K ﹤0.01%
57,359
+17,693
2643
$211K ﹤0.01%
21,772
-51,838
2644
$211K ﹤0.01%
5,469
-4,214
2645
$211K ﹤0.01%
4,401
-1,738
2646
$210K ﹤0.01%
10,097
+8,932
2647
$210K ﹤0.01%
13,304
+2,861
2648
$209K ﹤0.01%
109,490
-9,980
2649
$209K ﹤0.01%
11,362
-2,884
2650
$209K ﹤0.01%
77,698
+11,951