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
3001
$242K ﹤0.01%
1,384
+721
3002
$241K ﹤0.01%
3,290
+1,652
3003
$241K ﹤0.01%
69,275
+19,077
3004
$241K ﹤0.01%
58,104
+33,100
3005
$241K ﹤0.01%
20,944
+10,738
3006
$240K ﹤0.01%
14,361
+4,712
3007
$240K ﹤0.01%
21,377
+3,422
3008
$239K ﹤0.01%
31,189
+15,562
3009
$239K ﹤0.01%
14,699
+7,375
3010
$239K ﹤0.01%
12,388
+6,052
3011
$239K ﹤0.01%
19,458
+12,876
3012
$238K ﹤0.01%
1,136
+575
3013
$237K ﹤0.01%
31,924
+14,864
3014
$237K ﹤0.01%
15,967
-2,484,633
3015
$237K ﹤0.01%
40,381
+20,277
3016
$236K ﹤0.01%
5,967
+2,986
3017
$235K ﹤0.01%
4,737
+1,840
3018
$235K ﹤0.01%
13,285
-8,665
3019
$234K ﹤0.01%
41,254
+22,594
3020
$234K ﹤0.01%
20,971
+12,688
3021
$234K ﹤0.01%
17,847
+8,715
3022
$233K ﹤0.01%
15,990
+3,479
3023
$233K ﹤0.01%
10,311
+5,104
3024
$233K ﹤0.01%
10,090
+5,064
3025
$233K ﹤0.01%
17,663
+8,952