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
$55.4B
AUM Growth
+$14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,657
New
Increased
Reduced
Closed

Top Buys

1 +$3.51B
2 +$577M
3 +$523M
4
BHC icon
Bausch Health
BHC
+$335M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$312M

Top Sells

1 +$403M
2 +$244M
3 +$193M
4
SO icon
Southern Company
SO
+$162M
5
DELL
DELL INC
DELL
+$150M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.13%
3 Technology 8.31%
4 Consumer Discretionary 6.37%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$123K ﹤0.01%
10,618
-5,335
2802
$123K ﹤0.01%
2,623
+315
2803
$123K ﹤0.01%
7,695
+5,029
2804
$122K ﹤0.01%
3,208
-848
2805
$122K ﹤0.01%
1,440
-160
2806
$122K ﹤0.01%
6,802
-3,624
2807
$122K ﹤0.01%
9,359
2808
$121K ﹤0.01%
5,212
-5,068
2809
$121K ﹤0.01%
20,206
+1,691
2810
$121K ﹤0.01%
11,000
-89,124
2811
$121K ﹤0.01%
1,993
-4,387
2812
$121K ﹤0.01%
4,329
-4,028
2813
$121K ﹤0.01%
3,375
+2,493
2814
$120K ﹤0.01%
7,028
+6,741
2815
$120K ﹤0.01%
3,320
-107
2816
$120K ﹤0.01%
12,090
+949
2817
$120K ﹤0.01%
5,624
-122,048
2818
$120K ﹤0.01%
14,845
+3,932
2819
$120K ﹤0.01%
+39,863
2820
$120K ﹤0.01%
2,913
-22,968
2821
$120K ﹤0.01%
+150
2822
$120K ﹤0.01%
1,694
-4,005
2823
$120K ﹤0.01%
10,000
2824
$120K ﹤0.01%
10,000
2825
$120K ﹤0.01%
8,557
+2,453