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
2776
$189K ﹤0.01%
14,209
+8,317
2777
$189K ﹤0.01%
3,284
-87,874
2778
$189K ﹤0.01%
15,515
+674
2779
$189K ﹤0.01%
17,123
+1,375
2780
$189K ﹤0.01%
14,712
+2,934
2781
$188K ﹤0.01%
23,589
+9,423
2782
$188K ﹤0.01%
+21,686
2783
$188K ﹤0.01%
+8,599
2784
$187K ﹤0.01%
12,473
+6,058
2785
$187K ﹤0.01%
17,836
+6,533
2786
$187K ﹤0.01%
14,276
+6,642
2787
$187K ﹤0.01%
31,220
+15,535
2788
$187K ﹤0.01%
34,133
+9,167
2789
$186K ﹤0.01%
4,576
-30,256
2790
$186K ﹤0.01%
134,346
-126,061
2791
$185K ﹤0.01%
18,810
+8,698
2792
$185K ﹤0.01%
9,943
+4,813
2793
$185K ﹤0.01%
13,724
+5,588
2794
$184K ﹤0.01%
889
+439
2795
$183K ﹤0.01%
15,131
+1,657
2796
$182K ﹤0.01%
9,790
+1,027
2797
$182K ﹤0.01%
13,450
+5,307
2798
$182K ﹤0.01%
12,258
+4,964
2799
$182K ﹤0.01%
4,318
+250
2800
$182K ﹤0.01%
27,296
+3,657