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
3751
$45K ﹤0.01%
+1,486
3752
$44K ﹤0.01%
531
+503
3753
$44K ﹤0.01%
+148
3754
$44K ﹤0.01%
10,639
+8,449
3755
$43K ﹤0.01%
+243
3756
$43K ﹤0.01%
12,500
3757
$43K ﹤0.01%
765
3758
$43K ﹤0.01%
+1,746
3759
0
3760
$41K ﹤0.01%
26,400
3761
$41K ﹤0.01%
10,240
+6,963
3762
$41K ﹤0.01%
19,140
+6,923
3763
$40K ﹤0.01%
+2,127
3764
$40K ﹤0.01%
1,819
3765
$40K ﹤0.01%
+3,086
3766
$39K ﹤0.01%
1,320
-791
3767
$38K ﹤0.01%
113
-359
3768
$38K ﹤0.01%
7,391
+5,182
3769
$38K ﹤0.01%
3,112
-5,523
3770
$38K ﹤0.01%
3,075
-2
3771
$38K ﹤0.01%
305
+164
3772
$38K ﹤0.01%
3,252
-595
3773
$37K ﹤0.01%
1,786
3774
$37K ﹤0.01%
1,629
+465
3775
$37K ﹤0.01%
3
+2