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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$147K ﹤0.01%
161,900
+161,767
2902
$147K ﹤0.01%
21,269
+15,083
2903
$147K ﹤0.01%
14,055
+3,639
2904
$147K ﹤0.01%
1,722
-2,128
2905
$146K ﹤0.01%
96,253
+63,672
2906
$146K ﹤0.01%
96,447
-121,247
2907
$146K ﹤0.01%
+614,450
2908
$145K ﹤0.01%
7,855
+2,718
2909
$145K ﹤0.01%
1,883
+1,427
2910
$145K ﹤0.01%
32,756
+14,429
2911
$144K ﹤0.01%
36,718
+16,995
2912
$144K ﹤0.01%
12,492
+4,335
2913
$143K ﹤0.01%
6,033
+2,491
2914
$143K ﹤0.01%
7,107
+2,302
2915
$142K ﹤0.01%
17,456
+3,184
2916
$142K ﹤0.01%
+10,639
2917
$142K ﹤0.01%
1,000
2918
$142K ﹤0.01%
5,669
+2,313
2919
$142K ﹤0.01%
19,156
+8,795
2920
$142K ﹤0.01%
26,074
+2,454
2921
$141K ﹤0.01%
10,405
-8,570
2922
$141K ﹤0.01%
37,315
+37,266
2923
$141K ﹤0.01%
7,766
+1,634
2924
$141K ﹤0.01%
35,493
+4,800
2925
$140K ﹤0.01%
9,283
+3,675