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
2676
$233K ﹤0.01%
2,061
-19,443
2677
$232K ﹤0.01%
10,141
+4,722
2678
$231K ﹤0.01%
6,744
-68,314
2679
$231K ﹤0.01%
58,595
+24,635
2680
$231K ﹤0.01%
32,856
-94,870
2681
$231K ﹤0.01%
+19,600
2682
$231K ﹤0.01%
176,767
+109,345
2683
$230K ﹤0.01%
30,136
+396
2684
$230K ﹤0.01%
187,872
-170,524
2685
$229K ﹤0.01%
41,295
+41,100
2686
$228K ﹤0.01%
34,583
+24,390
2687
$228K ﹤0.01%
12,532
+6,703
2688
$228K ﹤0.01%
21,456
-34,564
2689
$226K ﹤0.01%
5,834
-11,374
2690
$226K ﹤0.01%
13,363
+2,779
2691
$225K ﹤0.01%
13,806
+5,413
2692
$225K ﹤0.01%
15,882
+6,747
2693
$225K ﹤0.01%
29,864
+7,184
2694
$224K ﹤0.01%
11,600
-73,069
2695
$223K ﹤0.01%
26,280
+12,574
2696
$223K ﹤0.01%
15,440
+6,748
2697
$223K ﹤0.01%
56,844
+43,844
2698
$223K ﹤0.01%
27,634
-117,571
2699
$223K ﹤0.01%
12,366
+7,634
2700
$222K ﹤0.01%
16,780
+7,056