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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$85K ﹤0.01%
7,442
-11,363
3027
$85K ﹤0.01%
6,913
+4,291
3028
$85K ﹤0.01%
6,520
-12,082
3029
$85K ﹤0.01%
5,245
-9,066
3030
$84K ﹤0.01%
+4,873
3031
$84K ﹤0.01%
6,765
-5,026
3032
$84K ﹤0.01%
10,300
+1,647
3033
$84K ﹤0.01%
13,054
+1,441
3034
$83K ﹤0.01%
3,572
-23,284
3035
$83K ﹤0.01%
11,100
-11,200
3036
$82K ﹤0.01%
4,785
-7,285
3037
$82K ﹤0.01%
7,830
-2,762
3038
$82K ﹤0.01%
10,933
-100,004
3039
$82K ﹤0.01%
1,696
-14,216
3040
$82K ﹤0.01%
1,633
-3,671
3041
$81K ﹤0.01%
13,369
-2,090
3042
$81K ﹤0.01%
3,360
3043
$81K ﹤0.01%
4,573
+4,235
3044
$81K ﹤0.01%
8,889
+3,275
3045
$81K ﹤0.01%
10,635
-82,093
3046
$80K ﹤0.01%
3,828
+559
3047
$80K ﹤0.01%
1,366
-2,400
3048
$80K ﹤0.01%
2,002
+100
3049
$80K ﹤0.01%
+11,574
3050
$80K ﹤0.01%
30,572
-19,403