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
$124B
AUM Growth
-$39.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$776M
3 +$405M
4
STLA icon
Stellantis
STLA
+$331M
5
FHN icon
First Horizon
FHN
+$314M

Top Sells

1 +$1.92B
2 +$1.8B
3 +$1.25B
4
AMZN icon
Amazon
AMZN
+$1.1B
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982M

Sector Composition

1 Technology 22.73%
2 Financials 14.83%
3 Healthcare 10.55%
4 Consumer Discretionary 9.98%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$507K ﹤0.01%
17,500
+16,500
2702
$507K ﹤0.01%
44,769
-26,872
2703
$505K ﹤0.01%
20,671
-25,451
2704
$504K ﹤0.01%
+50,000
2705
$503K ﹤0.01%
+113,746
2706
$503K ﹤0.01%
6,944
-121,864
2707
$503K ﹤0.01%
+51,527
2708
$501K ﹤0.01%
55,597
-27,626
2709
$500K ﹤0.01%
34,787
-22,653
2710
$500K ﹤0.01%
+51,057
2711
$499K ﹤0.01%
27,582
-226,497
2712
$497K ﹤0.01%
5,377
-8,782
2713
$497K ﹤0.01%
7,407
-1,740
2714
$496K ﹤0.01%
+68,133
2715
$496K ﹤0.01%
1,134
-1,107
2716
$496K ﹤0.01%
+50,000
2717
$495K ﹤0.01%
16,976
-30,663
2718
$495K ﹤0.01%
+37,172
2719
$493K ﹤0.01%
184,600
+11,800
2720
$493K ﹤0.01%
7,866
-54,874
2721
$492K ﹤0.01%
15,859
-7,505
2722
$492K ﹤0.01%
6,527
-10,857
2723
$492K ﹤0.01%
6,390
-285
2724
$492K ﹤0.01%
30,987
-1,446
2725
$492K ﹤0.01%
+50,000