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
2951
$267K ﹤0.01%
17,215
+6,934
2952
$266K ﹤0.01%
968
+521
2953
$266K ﹤0.01%
48,485
-245,872
2954
$266K ﹤0.01%
64,346
-3,607
2955
$265K ﹤0.01%
10,250
2956
$264K ﹤0.01%
11,395
+5,187
2957
$263K ﹤0.01%
9,714
+4,502
2958
$263K ﹤0.01%
19,843
+10,215
2959
$263K ﹤0.01%
55,155
+26,501
2960
$262K ﹤0.01%
12,116
-1,011
2961
$260K ﹤0.01%
18,193
+9,193
2962
$260K ﹤0.01%
1,877
+1,005
2963
$260K ﹤0.01%
+19
2964
$260K ﹤0.01%
18,175
+8,191
2965
$259K ﹤0.01%
24,364
+7,309
2966
$258K ﹤0.01%
8,090
+3,912
2967
$258K ﹤0.01%
14,660
+7,362
2968
$258K ﹤0.01%
2,865
+1,445
2969
$257K ﹤0.01%
7,500
-3,985
2970
$257K ﹤0.01%
13,962
+13,896
2971
$257K ﹤0.01%
27,970
+174
2972
$256K ﹤0.01%
50,590
2973
$256K ﹤0.01%
23,646
-20,445
2974
$256K ﹤0.01%
32,489
-186,028
2975
$256K ﹤0.01%
12,296
+6,539