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
3226
$147K ﹤0.01%
46,606
+23,411
3227
$145K ﹤0.01%
3,750
3228
$145K ﹤0.01%
10,717
+5,437
3229
$145K ﹤0.01%
3,495
-556
3230
$144K ﹤0.01%
5,038
+2,510
3231
$144K ﹤0.01%
36,105
+6,276
3232
$144K ﹤0.01%
1,000
-34,505
3233
$144K ﹤0.01%
584
+149
3234
$144K ﹤0.01%
16,515
+5,578
3235
$144K ﹤0.01%
+8,700
3236
$143K ﹤0.01%
15,100
-7,350
3237
$142K ﹤0.01%
43,949
+15,242
3238
$142K ﹤0.01%
3,913
+1,983
3239
$141K ﹤0.01%
8,782
-11,154
3240
$140K ﹤0.01%
23,231
+5,685
3241
$139K ﹤0.01%
86,334
+49,170
3242
$139K ﹤0.01%
36,588
+18,378
3243
$139K ﹤0.01%
13,373
+6,711
3244
$138K ﹤0.01%
8,295
-14,213
3245
$138K ﹤0.01%
7,070
3246
$137K ﹤0.01%
5,676
+3,314
3247
$137K ﹤0.01%
16,855
+8,074
3248
$137K ﹤0.01%
83,734
+42,446
3249
$136K ﹤0.01%
4,263
-307
3250
$136K ﹤0.01%
102,140
+51,890