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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$652M
2 +$518M
3 +$406M
4
PG icon
Procter & Gamble
PG
+$373M
5
MSFT icon
Microsoft
MSFT
+$351M

Top Sells

1 +$642M
2 +$570M
3 +$490M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$350K ﹤0.01%
4,132
+1,733
2802
$350K ﹤0.01%
5,500
+2,587
2803
$349K ﹤0.01%
6,135
+2,207
2804
$348K ﹤0.01%
43,268
+21,741
2805
$348K ﹤0.01%
14,131
-3,859
2806
$348K ﹤0.01%
84,087
+4,770
2807
$348K ﹤0.01%
69,444
-24,113
2808
$348K ﹤0.01%
11,963
+1,387
2809
$346K ﹤0.01%
17,283
+116
2810
$345K ﹤0.01%
12,221
+6,129
2811
$345K ﹤0.01%
3,430
2812
$345K ﹤0.01%
8,604
+6,201
2813
$344K ﹤0.01%
7,150
-2,411
2814
$343K ﹤0.01%
10,610
+5,114
2815
$343K ﹤0.01%
62,120
+18,610
2816
$343K ﹤0.01%
34,673
-135
2817
$342K ﹤0.01%
49,786
+19,716
2818
$342K ﹤0.01%
2,203
+1,566
2819
$341K ﹤0.01%
4,772
+2,321
2820
$341K ﹤0.01%
9,586
+3,497
2821
$341K ﹤0.01%
21,400
+10,113
2822
$340K ﹤0.01%
1
2823
$340K ﹤0.01%
50,406
+25,271
2824
$340K ﹤0.01%
20,267
+6,866
2825
$340K ﹤0.01%
23,146
+506