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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$818M
3 +$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1 +$349M
2 +$158M
3 +$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$135K ﹤0.01%
145,243
-7,294
3327
$134K ﹤0.01%
16,104
+8,674
3328
$134K ﹤0.01%
3,841
+2,081
3329
$134K ﹤0.01%
8,088
+4,754
3330
$134K ﹤0.01%
54,183
+40,328
3331
$134K ﹤0.01%
3,940
+2,027
3332
$134K ﹤0.01%
4,445
+2,431
3333
$133K ﹤0.01%
8,783
+4,985
3334
$132K ﹤0.01%
+6,932
3335
$132K ﹤0.01%
14,162
+8,029
3336
$131K ﹤0.01%
5,565
+2,978
3337
$131K ﹤0.01%
12,509
-7,498
3338
$131K ﹤0.01%
7,260
3339
$131K ﹤0.01%
20,409
-19,616
3340
$131K ﹤0.01%
5,000
3341
$130K ﹤0.01%
19,740
-1,265
3342
$130K ﹤0.01%
11,051
+5,754
3343
$130K ﹤0.01%
8,595
+4,732
3344
$130K ﹤0.01%
19,233
+11,190
3345
$129K ﹤0.01%
13,722
+4,665
3346
$129K ﹤0.01%
9,281
+4,285
3347
$129K ﹤0.01%
+21,057
3348
$129K ﹤0.01%
15,862
-3,067
3349
$129K ﹤0.01%
13,804
-87,215
3350
$129K ﹤0.01%
7,799
+4,445