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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17.4M 0.02%
630,454
-336,030
327
$17.1M 0.02%
471,224
+266,107
328
$17M 0.02%
142,108
+31,145
329
$16.7M 0.02%
351,740
+7,592
330
$16.6M 0.02%
307,006
+90,974
331
$16.6M 0.02%
127,209
-65,653
332
$16.5M 0.02%
372,325
+54,936
333
$16.4M 0.02%
1,611,651
-473,040
334
$16.3M 0.02%
139,413
+37,746
335
$16.2M 0.02%
212,240
-449
336
$16.1M 0.02%
402,982
+99,478
337
$16.1M 0.02%
663,412
+246,419
338
$16.1M 0.02%
416,452
+11,090
339
$15.8M 0.02%
1,985,830
-17,425
340
$15.7M 0.02%
73,304
+4,939
341
$15.6M 0.02%
314,464
+132,240
342
$15.5M 0.02%
337,838
+218,145
343
$15.4M 0.02%
+481,173
344
$15.2M 0.02%
504,751
+101,288
345
$15.2M 0.02%
912,556
-431,441
346
$15.2M 0.02%
510,206
+441,431
347
$15.1M 0.02%
619,739
-393,469
348
$15M 0.02%
138,342
-31,988
349
$14.9M 0.02%
773,797
+130,258
350
$14.9M 0.02%
249,247
+13,033