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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$16K ﹤0.01%
1,309
-8,620
3352
$16K ﹤0.01%
1,001
+614
3353
$16K ﹤0.01%
3,795
-1,983
3354
$16K ﹤0.01%
971
-3,933
3355
$16K ﹤0.01%
974
+275
3356
$16K ﹤0.01%
1,391
-298,340
3357
$16K ﹤0.01%
2,000
-100
3358
$16K ﹤0.01%
879
-912
3359
$16K ﹤0.01%
31
+15
3360
$16K ﹤0.01%
125
+111
3361
$16K ﹤0.01%
605
-535
3362
$16K ﹤0.01%
498
+222
3363
$16K ﹤0.01%
1,058
-113
3364
$16K ﹤0.01%
1,029
+664
3365
$16K ﹤0.01%
1,541
-6,552
3366
$16K ﹤0.01%
615
+307
3367
$16K ﹤0.01%
+293
3368
$16K ﹤0.01%
+1,017
3369
$16K ﹤0.01%
818
+513
3370
$16K ﹤0.01%
353
+94
3371
$16K ﹤0.01%
8,179
+1,413
3372
$16K ﹤0.01%
118
+18
3373
$16K ﹤0.01%
908
+298
3374
$16K ﹤0.01%
817
+322
3375
$16K ﹤0.01%
450
+195