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
$163B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$1.15B
3 +$646M
4
MRNA icon
Moderna
MRNA
+$520M
5
QCOM icon
Qualcomm
QCOM
+$510M

Top Sells

1 +$1.15B
2 +$763M
3 +$482M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$431M
5
MSFT icon
Microsoft
MSFT
+$374M

Sector Composition

1 Technology 24.56%
2 Financials 14.36%
3 Healthcare 11.73%
4 Consumer Discretionary 10.6%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$110K ﹤0.01%
16,001
-897
2902
$109K ﹤0.01%
70,002
+32,454
2903
$109K ﹤0.01%
4,481
-338
2904
$108K ﹤0.01%
30,267
+20,076
2905
$108K ﹤0.01%
3,157
2906
$108K ﹤0.01%
+4,606
2907
$107K ﹤0.01%
2,500
-18,774
2908
$105K ﹤0.01%
8,770
+5,817
2909
$105K ﹤0.01%
2,667
2910
$104K ﹤0.01%
9,143
+1,590
2911
$103K ﹤0.01%
1,122
-500
2912
$103K ﹤0.01%
3,928
-1,247
2913
$102K ﹤0.01%
7,418
-588
2914
$101K ﹤0.01%
21,499
+14,335
2915
$100K ﹤0.01%
26,000
+17,388
2916
$100K ﹤0.01%
10,492
-2,219
2917
$100K ﹤0.01%
+10,216
2918
$99K ﹤0.01%
7,600
+6,800
2919
$99K ﹤0.01%
+1,462
2920
$98K ﹤0.01%
8,693
+5,697
2921
$97K ﹤0.01%
24,829
-3,097
2922
$96K ﹤0.01%
4,521
-100
2923
$96K ﹤0.01%
2,250
2924
$96K ﹤0.01%
18,001
-70,242
2925
$96K ﹤0.01%
3,449
+2,068