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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.86%
4 Communication Services 7.01%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$50K ﹤0.01%
2,017
+1,797
2902
$50K ﹤0.01%
2,468
+1,483
2903
$50K ﹤0.01%
8,432
+7,680
2904
$50K ﹤0.01%
2,000
-95
2905
$50K ﹤0.01%
1,868
-10,875
2906
$50K ﹤0.01%
1,200
2907
$49K ﹤0.01%
727
-502
2908
$49K ﹤0.01%
1,000
2909
$49K ﹤0.01%
1,800
2910
$49K ﹤0.01%
3,511
+1,014
2911
$49K ﹤0.01%
2,139
-6,449
2912
$49K ﹤0.01%
9,701
-24,511
2913
$48K ﹤0.01%
1,743
-132
2914
$48K ﹤0.01%
6,520
+4,600
2915
$48K ﹤0.01%
1,840
-12
2916
$48K ﹤0.01%
3,206
-4,760
2917
$48K ﹤0.01%
967
-72
2918
$48K ﹤0.01%
3,699
-1,966
2919
$48K ﹤0.01%
+3,214
2920
$48K ﹤0.01%
5,368
+1,335
2921
$48K ﹤0.01%
1,080
2922
$48K ﹤0.01%
2,071
+502
2923
$48K ﹤0.01%
3,645
-5,626
2924
$48K ﹤0.01%
8,000
-4,900
2925
$48K ﹤0.01%
2,647
+361