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
2701
$222K ﹤0.01%
56,694
+26,493
2702
$222K ﹤0.01%
8,133
+821
2703
$222K ﹤0.01%
12,591
+6,698
2704
$220K ﹤0.01%
3,446
+1,530
2705
$220K ﹤0.01%
8,736
+120
2706
$219K ﹤0.01%
47,289
+3,801
2707
$219K ﹤0.01%
1,748
+1,446
2708
$218K ﹤0.01%
10,229
+4,235
2709
$217K ﹤0.01%
17,478
+3,458
2710
$217K ﹤0.01%
3,453
-97
2711
$217K ﹤0.01%
71,026
-2,844
2712
$217K ﹤0.01%
96,896
+9,626
2713
$217K ﹤0.01%
5,129
+4,816
2714
$216K ﹤0.01%
19,899
+12,001
2715
$215K ﹤0.01%
5,572
+2,206
2716
$215K ﹤0.01%
6,539
+3,318
2717
$215K ﹤0.01%
17,002
+7,984
2718
$214K ﹤0.01%
5,107
-210,059
2719
$214K ﹤0.01%
16,501
+10,266
2720
$214K ﹤0.01%
15,785
-1,314
2721
$213K ﹤0.01%
121,467
+22,380
2722
$213K ﹤0.01%
828
+341
2723
$213K ﹤0.01%
15,581
+10,199
2724
$213K ﹤0.01%
925
+578
2725
$212K ﹤0.01%
8,061
+3,236