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
3451
$24K ﹤0.01%
615
-1,111
3452
$24K ﹤0.01%
1,101
+1,087
3453
$24K ﹤0.01%
729
-496
3454
$24K ﹤0.01%
+157
3455
$24K ﹤0.01%
2,678
-2,678
3456
$24K ﹤0.01%
2,143
-3,698
3457
$24K ﹤0.01%
1,882
+67
3458
$24K ﹤0.01%
2,364
-3,543
3459
$24K ﹤0.01%
+585
3460
$23K ﹤0.01%
3,709
-6,760
3461
$23K ﹤0.01%
937
-1,278
3462
$23K ﹤0.01%
3,586
3463
$23K ﹤0.01%
1,047
-10,887
3464
$23K ﹤0.01%
735
+454
3465
$23K ﹤0.01%
1,126
-933
3466
$23K ﹤0.01%
1,906
-3,702
3467
$23K ﹤0.01%
667
-5,226
3468
$23K ﹤0.01%
2,078
-882
3469
$23K ﹤0.01%
1,459
-1,438
3470
$23K ﹤0.01%
5,102
-9,476
3471
$23K ﹤0.01%
500
3472
$23K ﹤0.01%
1,710
-124
3473
$23K ﹤0.01%
1,099
-4,986
3474
$23K ﹤0.01%
406
-767
3475
$23K ﹤0.01%
2,866
-5,310