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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$818M
3 +$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1 +$349M
2 +$158M
3 +$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$338K ﹤0.01%
9,681
+3,131
2852
$338K ﹤0.01%
5,455
+2,979
2853
$338K ﹤0.01%
16,265
+3,867
2854
$337K ﹤0.01%
138,091
-23,673
2855
$337K ﹤0.01%
27,529
-12,602
2856
$334K ﹤0.01%
11,032
+2,480
2857
$333K ﹤0.01%
18,355
+8,039
2858
$332K ﹤0.01%
11,341
2859
$331K ﹤0.01%
21,418
+5,027
2860
$331K ﹤0.01%
47,072
+43,895
2861
$331K ﹤0.01%
53,223
+25,363
2862
$330K ﹤0.01%
34,384
+19,255
2863
$329K ﹤0.01%
21,938
+526
2864
$328K ﹤0.01%
122,510
+33,975
2865
$328K ﹤0.01%
337,050
+291,789
2866
$327K ﹤0.01%
15,903
-31,084
2867
$327K ﹤0.01%
9,595
+8,405
2868
$326K ﹤0.01%
11,021
+5,768
2869
$325K ﹤0.01%
15,089
-19,791
2870
$323K ﹤0.01%
3,468
-3,089
2871
$323K ﹤0.01%
26,125
+2,868
2872
$322K ﹤0.01%
17,946
-52,409
2873
$322K ﹤0.01%
14,741
+7,585
2874
$321K ﹤0.01%
6,448
+3,251
2875
$321K ﹤0.01%
18,653
-13,720