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
$90.4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,075
New
Increased
Reduced
Closed

Top Buys

1 +$1.27B
2 +$490M
3 +$373M
4
JNJ icon
Johnson & Johnson
JNJ
+$337M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$317M

Top Sells

1 +$773M
2 +$727M
3 +$543M
4
CL icon
Colgate-Palmolive
CL
+$540M
5
IYR icon
iShares US Real Estate ETF
IYR
+$348M

Sector Composition

1 Technology 23.7%
2 Financials 13.94%
3 Healthcare 12.61%
4 Consumer Discretionary 11.04%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$45K ﹤0.01%
1,085
-200
3502
$45K ﹤0.01%
650
-20
3503
$45K ﹤0.01%
3,006
-292
3504
$45K ﹤0.01%
15,163
-11,069
3505
$45K ﹤0.01%
6,966
-158,634
3506
$45K ﹤0.01%
1,246
-144
3507
$44K ﹤0.01%
+1,667
3508
$44K ﹤0.01%
1,916
-628
3509
$44K ﹤0.01%
1,951
-7,256
3510
$44K ﹤0.01%
16,471
-39
3511
$44K ﹤0.01%
360
3512
$44K ﹤0.01%
39,000
+15,000
3513
$43K ﹤0.01%
25,768
-3,247
3514
$43K ﹤0.01%
4,416
-20,071
3515
$43K ﹤0.01%
3,560
+1,093
3516
$43K ﹤0.01%
2,302
-102
3517
$43K ﹤0.01%
5,808
-1,068
3518
$43K ﹤0.01%
300
3519
$43K ﹤0.01%
466
3520
$43K ﹤0.01%
2,946
-116
3521
$42K ﹤0.01%
4,539
+1,526
3522
$42K ﹤0.01%
6,742
-320
3523
$42K ﹤0.01%
14,919
-59,752
3524
$42K ﹤0.01%
325,000
3525
$42K ﹤0.01%
233,333