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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$195M 0.22%
3,658,772
+1,470,521
27
$190M 0.21%
2,203,737
-281,133
28
$189M 0.21%
3,170,043
+427,283
29
$188M 0.21%
4,496,140
-1,698,080
30
$188M 0.21%
1,424,985
-42,701
31
$186M 0.21%
3,587,602
+25,735
32
$177M 0.2%
4,682,497
-2,128
33
$172M 0.19%
637,660
+285,233
34
$167M 0.19%
4,165,600
-976,660
35
$166M 0.18%
3,742,304
+472,806
36
$158M 0.18%
1,538,116
+520,689
37
$154M 0.17%
1,919,206
+1,881,137
38
$151M 0.17%
1,626,184
-137,920
39
$151M 0.17%
1,197,952
+140,874
40
$148M 0.16%
1,699,796
-2,097,773
41
$148M 0.16%
2,056,728
+1,197,312
42
$145M 0.16%
6,031,050
+150,750
43
$141M 0.16%
2,370,973
+2,058,552
44
$140M 0.15%
1,241,560
+309,477
45
$139M 0.15%
4,342,832
-2,796,772
46
$137M 0.15%
1,069,919
-193,316
47
$132M 0.15%
1,114,597
-133,667
48
$132M 0.15%
3,392,320
-182,600
49
$131M 0.15%
2,620,397
+2,300,264
50
$130M 0.14%
1,846,147
+31,684