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
2651
$244K ﹤0.01%
2,288
+1,139
2652
$243K ﹤0.01%
9,799
+4,133
2653
$243K ﹤0.01%
29,843
+12,506
2654
$242K ﹤0.01%
3,519
-203
2655
$242K ﹤0.01%
29,207
+17,009
2656
$241K ﹤0.01%
11,078
+4,256
2657
$240K ﹤0.01%
49,517
+28,592
2658
$240K ﹤0.01%
12,694
+5,043
2659
$240K ﹤0.01%
32,111
+13,929
2660
$240K ﹤0.01%
15,261
+6,355
2661
$239K ﹤0.01%
11,136
+2,432
2662
$239K ﹤0.01%
26,811
+7,248
2663
$239K ﹤0.01%
9,981
+3,783
2664
$239K ﹤0.01%
16,037
+2,290
2665
$239K ﹤0.01%
42,500
-6,281
2666
$239K ﹤0.01%
29,234
+769
2667
$238K ﹤0.01%
12,758
2668
$237K ﹤0.01%
6,192
-2,681
2669
$237K ﹤0.01%
38,666
+17,859
2670
$236K ﹤0.01%
+2,045
2671
$236K ﹤0.01%
2,696
-42,122
2672
$236K ﹤0.01%
5,741
-69,906
2673
$236K ﹤0.01%
+20,242
2674
$236K ﹤0.01%
14,053
+7,172
2675
$235K ﹤0.01%
46,670
+36,159