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
3151
$79K ﹤0.01%
7,601
+3,854
3152
$79K ﹤0.01%
2,475
+1,044
3153
$79K ﹤0.01%
+217
3154
$79K ﹤0.01%
6,334
+3,372
3155
$78K ﹤0.01%
+4,048
3156
$78K ﹤0.01%
+6,674
3157
$78K ﹤0.01%
+27,993
3158
$77K ﹤0.01%
659
+268
3159
$77K ﹤0.01%
13,264
+5,991
3160
$77K ﹤0.01%
4,294
+963
3161
$77K ﹤0.01%
11,358
+5,611
3162
$77K ﹤0.01%
+21,569
3163
$77K ﹤0.01%
1,412
+1,083
3164
$77K ﹤0.01%
7,229
+2,973
3165
$77K ﹤0.01%
5,967
+886
3166
$76K ﹤0.01%
690
+263
3167
$76K ﹤0.01%
+2,487
3168
$76K ﹤0.01%
5,022
+1,970
3169
$76K ﹤0.01%
+7,816
3170
$76K ﹤0.01%
8,403
+3,178
3171
$76K ﹤0.01%
4,407
+1,680
3172
$75K ﹤0.01%
14,795
-27,439
3173
$75K ﹤0.01%
+5,595
3174
$75K ﹤0.01%
3,929
-5,352
3175
$75K ﹤0.01%
12,983
+5,018