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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$818M
3 +$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1 +$349M
2 +$158M
3 +$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$512K ﹤0.01%
17,864
-63,757
2627
$511K ﹤0.01%
78,664
+43,705
2628
$511K ﹤0.01%
195,204
-300,618
2629
$510K ﹤0.01%
23,007
-9,482
2630
$510K ﹤0.01%
67,791
+35,334
2631
$509K ﹤0.01%
13,203
-9,856
2632
$508K ﹤0.01%
18,599
+10,526
2633
$508K ﹤0.01%
49,066
+44,595
2634
$507K ﹤0.01%
97,581
-82,797
2635
$506K ﹤0.01%
209,690
+18,874
2636
$505K ﹤0.01%
62,174
+24,881
2637
$504K ﹤0.01%
4,739
+4,089
2638
$503K ﹤0.01%
19,141
+9,905
2639
$502K ﹤0.01%
24,114
-8,235
2640
$501K ﹤0.01%
13,863
+7,515
2641
$499K ﹤0.01%
68,357
+23,279
2642
$499K ﹤0.01%
14,790
-919
2643
$499K ﹤0.01%
2,400
+290
2644
$498K ﹤0.01%
14,198
-25,524
2645
$497K ﹤0.01%
3,856
-4,693
2646
$494K ﹤0.01%
95,037
+87,945
2647
$494K ﹤0.01%
13,236
+7,132
2648
$493K ﹤0.01%
432,015
+106,229
2649
$491K ﹤0.01%
51,126
+7,121
2650
$491K ﹤0.01%
31,830
+23,681