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
3651
$15K ﹤0.01%
599
-948
3652
$15K ﹤0.01%
420
-782
3653
$15K ﹤0.01%
732
-1,358
3654
$15K ﹤0.01%
+501
3655
$15K ﹤0.01%
745
-1,719
3656
$15K ﹤0.01%
792
3657
$15K ﹤0.01%
620
-3,452
3658
$15K ﹤0.01%
485
-855
3659
0
3660
$15K ﹤0.01%
1,470
-2,800
3661
$15K ﹤0.01%
664
-2,085
3662
$15K ﹤0.01%
2,586
-5,378
3663
$15K ﹤0.01%
391
-743
3664
$14K ﹤0.01%
543
-1,002
3665
$14K ﹤0.01%
656
-1,110
3666
$14K ﹤0.01%
277
-541
3667
$14K ﹤0.01%
1,572
-3,034
3668
$14K ﹤0.01%
564
-999
3669
$14K ﹤0.01%
1,165
-2,286
3670
$14K ﹤0.01%
194
-1,381
3671
$14K ﹤0.01%
492
-910
3672
$14K ﹤0.01%
+4,505
3673
$14K ﹤0.01%
3,278
-10,522
3674
0
3675
$14K ﹤0.01%
90
-357