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
2751
$99K ﹤0.01%
28,110
-217,387
2752
$99K ﹤0.01%
2,660
-755,189
2753
$99K ﹤0.01%
+5,600
2754
$98K ﹤0.01%
7,805
-26,055
2755
$98K ﹤0.01%
+19,206
2756
$98K ﹤0.01%
44,400
+30,400
2757
$98K ﹤0.01%
1,507
+1,350
2758
$98K ﹤0.01%
1,671
-36,800
2759
$98K ﹤0.01%
6,127
+5,045
2760
$97K ﹤0.01%
848
+198
2761
$97K ﹤0.01%
3,660
+3,201
2762
$97K ﹤0.01%
4,812
+4,152
2763
$97K ﹤0.01%
2,675
+1,461
2764
$97K ﹤0.01%
2,069
+1,439
2765
$97K ﹤0.01%
2,609
+2,588
2766
$97K ﹤0.01%
4,581
-6,535
2767
$97K ﹤0.01%
2,390
-8,344
2768
$97K ﹤0.01%
4,095
-3,493
2769
$96K ﹤0.01%
+6,000
2770
$96K ﹤0.01%
10,604
+10,540
2771
$95K ﹤0.01%
7,402
-7,922
2772
$95K ﹤0.01%
4,201
-8,646
2773
$95K ﹤0.01%
+4,500
2774
$95K ﹤0.01%
+10,517
2775
$95K ﹤0.01%
+5,600