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
3701
$54K ﹤0.01%
5,820
+3,210
3702
$53K ﹤0.01%
26,540
3703
$52K ﹤0.01%
6,312
+2,764
3704
$52K ﹤0.01%
2,009
+1,769
3705
$52K ﹤0.01%
1,501
-125,677
3706
$52K ﹤0.01%
6,791
-4,038
3707
$52K ﹤0.01%
9,765
-2,121
3708
$52K ﹤0.01%
11,155
-701
3709
$51K ﹤0.01%
7,758
+5,627
3710
$51K ﹤0.01%
2,496
3711
$51K ﹤0.01%
13,632
+9,637
3712
$51K ﹤0.01%
1,597
+861
3713
$51K ﹤0.01%
2,702
-706
3714
$51K ﹤0.01%
3,940
+2,141
3715
$50K ﹤0.01%
23,015
+12,532
3716
$50K ﹤0.01%
+8,400
3717
$50K ﹤0.01%
750
-200
3718
$50K ﹤0.01%
393
+253
3719
$50K ﹤0.01%
900
3720
$50K ﹤0.01%
382
+306
3721
$50K ﹤0.01%
33,633
+18,215
3722
$49K ﹤0.01%
6,898
-59,754
3723
$49K ﹤0.01%
3,114
-2,787
3724
$49K ﹤0.01%
+5
3725
$49K ﹤0.01%
18,381
-604