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
3426
$27K ﹤0.01%
572
-888
3427
$26K ﹤0.01%
+1,200
3428
$26K ﹤0.01%
1,324
-2,287
3429
$26K ﹤0.01%
450
3430
$26K ﹤0.01%
2,200
-892
3431
$26K ﹤0.01%
+134
3432
$25K ﹤0.01%
3,454
-4,272
3433
$25K ﹤0.01%
390
3434
$25K ﹤0.01%
13,551
-70,956
3435
$25K ﹤0.01%
2,131
-16,513
3436
$25K ﹤0.01%
1,604
-6,223
3437
$25K ﹤0.01%
5,000
-56,000
3438
$25K ﹤0.01%
1,920
-1,579
3439
$25K ﹤0.01%
7,453
-13,993
3440
$25K ﹤0.01%
+6,431
3441
$25K ﹤0.01%
+6,519
3442
$24K ﹤0.01%
5,637
-7,637
3443
$24K ﹤0.01%
+3,696
3444
$24K ﹤0.01%
2,439
-20,692
3445
$24K ﹤0.01%
716
-1,126
3446
$24K ﹤0.01%
10,486
-27,116
3447
$24K ﹤0.01%
604
-1,125
3448
$24K ﹤0.01%
+771
3449
$24K ﹤0.01%
+47
3450
$24K ﹤0.01%
2,672
-15,858