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
2901
$297K ﹤0.01%
6,555
2902
$297K ﹤0.01%
22,587
+12,997
2903
$297K ﹤0.01%
17,598
+10,669
2904
$296K ﹤0.01%
1,775
-8,191
2905
$295K ﹤0.01%
26,501
+13,267
2906
$294K ﹤0.01%
12,270
+4,870
2907
$292K ﹤0.01%
1,205
+572
2908
$292K ﹤0.01%
40,946
-23,306
2909
$291K ﹤0.01%
3,597
2910
$291K ﹤0.01%
107,977
+36,278
2911
$290K ﹤0.01%
18,406
-4,740
2912
$290K ﹤0.01%
35,655
+12,963
2913
$289K ﹤0.01%
20,944
+13,821
2914
$289K ﹤0.01%
6,437
+3,223
2915
$288K ﹤0.01%
68,440
-95,323
2916
$286K ﹤0.01%
23,729
+9,327
2917
$286K ﹤0.01%
37,365
+17,789
2918
$286K ﹤0.01%
3,375
+1,163
2919
$284K ﹤0.01%
42,130
+21,132
2920
$284K ﹤0.01%
9,875
+3,454
2921
$283K ﹤0.01%
3,722
-1,376
2922
$283K ﹤0.01%
34,888
+4,024
2923
$282K ﹤0.01%
20,717
+9,448
2924
$282K ﹤0.01%
16,670
+11,710
2925
$282K ﹤0.01%
+16,134