Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.3B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,162
New
Increased
Reduced
Closed

Top Buys

1
+$2.17B
2
+$1.84B
3
+$1.36B
4
LIN icon
Linde
LIN
+$743M
5
DD icon
DuPont de Nemours
DD
+$592M

Top Sells

1
+$1.5B
2
+$311M
3
+$281M
4
MSFT icon
Microsoft
MSFT
+$264M
5
IAC icon
IAC Inc
IAC
+$239M

Sector Composition

1 Technology 17.81%
2 Financials 12.09%
3 Healthcare 10.06%
4 Consumer Discretionary 9.71%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
$40K ﹤0.01%
6,117
-1,210
3302
$40K ﹤0.01%
5,800
-14,610
3303
$40K ﹤0.01%
+2,399
3304
$39K ﹤0.01%
1,069
-214
3305
$39K ﹤0.01%
10,033
-1,986
3306
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18,181
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3307
$39K ﹤0.01%
4,814
-998
3308
$39K ﹤0.01%
+4,225
3309
$39K ﹤0.01%
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3310
$38K ﹤0.01%
16,491
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3311
$37K ﹤0.01%
6
3312
$37K ﹤0.01%
2,195
-1,853
3313
$37K ﹤0.01%
13
3314
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13,831
-2,553
3315
$37K ﹤0.01%
6,294
-1,357
3316
$37K ﹤0.01%
30,104
-6,142
3317
$37K ﹤0.01%
26,540
3318
$36K ﹤0.01%
475
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3319
$36K ﹤0.01%
450
3320
$36K ﹤0.01%
2,805
-573
3321
$36K ﹤0.01%
1,479
-251
3322
$36K ﹤0.01%
2,479
+150
3323
$36K ﹤0.01%
5,308
-8,747
3324
$36K ﹤0.01%
10,350
-7,175
3325
$35K ﹤0.01%
4,201
-5,667
131 132
133
134 135