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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$112K ﹤0.01%
22,391
+22,347
2702
$112K ﹤0.01%
8,991
-3,643
2703
$111K ﹤0.01%
1,330
+1,172
2704
$111K ﹤0.01%
16,022
+7,229
2705
$111K ﹤0.01%
5,097
+835
2706
$111K ﹤0.01%
8,341
+1,261
2707
$110K ﹤0.01%
8,248
+7,948
2708
$110K ﹤0.01%
26,760
+11,360
2709
$110K ﹤0.01%
4,451
-1,674
2710
$110K ﹤0.01%
15,228
+11,266
2711
$109K ﹤0.01%
+13,720
2712
$108K ﹤0.01%
+6,518
2713
$108K ﹤0.01%
2,205
+1,205
2714
$108K ﹤0.01%
4,600
-2,263
2715
$108K ﹤0.01%
12,974
+12,719
2716
$106K ﹤0.01%
+12,111
2717
$106K ﹤0.01%
1,277
-5,043
2718
$106K ﹤0.01%
4,340
-3,334
2719
$106K ﹤0.01%
3,204
-1,227
2720
$106K ﹤0.01%
41,910
+28,180
2721
$106K ﹤0.01%
1,360
+1,034
2722
$106K ﹤0.01%
3,493
+1,583
2723
$106K ﹤0.01%
3,850
2724
$105K ﹤0.01%
4,340
+1,858
2725
$105K ﹤0.01%
34,022
-1,994