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
$88.3B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,705
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$818M
3 +$658M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$415M
5
MSFT icon
Microsoft
MSFT
+$400M

Top Sells

1 +$349M
2 +$158M
3 +$151M
4
VT icon
Vanguard Total World Stock ETF
VT
+$148M
5
CVX icon
Chevron
CVX
+$131M

Sector Composition

1 Technology 15.79%
2 Financials 10.59%
3 Healthcare 10.41%
4 Communication Services 8.58%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$96K ﹤0.01%
32,326
+17,437
3502
$96K ﹤0.01%
7,219
+3,954
3503
$96K ﹤0.01%
4,700
3504
$96K ﹤0.01%
6,293
+3,380
3505
$96K ﹤0.01%
7,248
+4,182
3506
$96K ﹤0.01%
+1,410
3507
$96K ﹤0.01%
8,543
-1,743
3508
$95K ﹤0.01%
+1,010
3509
$95K ﹤0.01%
3,794
+2,152
3510
$95K ﹤0.01%
+16
3511
$95K ﹤0.01%
+7,818
3512
$95K ﹤0.01%
9,694
-4,930
3513
$95K ﹤0.01%
31,949
+21,073
3514
$94K ﹤0.01%
4,792
+2,699
3515
$94K ﹤0.01%
8,634
+4,767
3516
$94K ﹤0.01%
2,537
+1,434
3517
$94K ﹤0.01%
18,196
-288
3518
$93K ﹤0.01%
27,672
-89,828
3519
$93K ﹤0.01%
13,727
+3,469
3520
$93K ﹤0.01%
+24,700
3521
$92K ﹤0.01%
6,482
+2,795
3522
$92K ﹤0.01%
2,458
-2,600
3523
$92K ﹤0.01%
+856
3524
$92K ﹤0.01%
36,473
+20,589
3525
$92K ﹤0.01%
1,641
+718