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
$56.3B
AUM Growth
-$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,722
New
Increased
Reduced
Closed

Top Buys

1 +$236M
2 +$140M
3 +$137M
4
VMW
VMware, Inc
VMW
+$109M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$104M

Sector Composition

1 Technology 15.35%
2 Healthcare 12.16%
3 Financials 11.41%
4 Consumer Discretionary 9.92%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$31K ﹤0.01%
1,116
-3,749
3377
$31K ﹤0.01%
15,652
-31,928
3378
$31K ﹤0.01%
9,034
-6,456
3379
$31K ﹤0.01%
780
-828
3380
$31K ﹤0.01%
841
-819
3381
$31K ﹤0.01%
1,288
-412
3382
$31K ﹤0.01%
1,558
-3,878
3383
$31K ﹤0.01%
1,036
-2,190
3384
$30K ﹤0.01%
+554
3385
$30K ﹤0.01%
+1,946
3386
$30K ﹤0.01%
+299
3387
$30K ﹤0.01%
+917
3388
$30K ﹤0.01%
1,174
-1,512
3389
$30K ﹤0.01%
106
-431
3390
$30K ﹤0.01%
513
+37
3391
$30K ﹤0.01%
943
-1,727
3392
$30K ﹤0.01%
3,002
-3,881
3393
$30K ﹤0.01%
459
-884
3394
$29K ﹤0.01%
2,300
3395
$29K ﹤0.01%
976
-10,068
3396
$29K ﹤0.01%
548
+480
3397
$29K ﹤0.01%
3,140
+3,080
3398
$29K ﹤0.01%
3,141
-3,325
3399
$29K ﹤0.01%
1,593
-959
3400
$28K ﹤0.01%
896
-1,185