Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
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
801
$10.8M 0.01%
70,268
-3,643
802
$10.8M 0.01%
312,741
+47,811
803
$10.8M 0.01%
150,125
+125
804
$10.8M 0.01%
216,759
-26,065
805
$10.8M 0.01%
324,577
-7,829
806
$10.8M 0.01%
803,483
-760,270
807
$10.8M 0.01%
231,867
+94,172
808
$10.7M 0.01%
200,027
+132,690
809
$10.7M 0.01%
636,463
-38,788
810
$10.7M 0.01%
118,688
+77,549
811
$10.6M 0.01%
74,368
+60,831
812
$10.6M 0.01%
148,952
+14,486
813
$10.6M 0.01%
165,150
+111,563
814
$10.6M 0.01%
91,210
+8,496
815
$10.5M 0.01%
122,000
+102,273
816
$10.5M 0.01%
286,051
+32,606
817
$10.5M 0.01%
503,935
+259,337
818
$10.4M 0.01%
261,814
-26,690
819
$10.4M 0.01%
222,674
+220,362
820
$10.4M 0.01%
455,100
+32,750
821
$10.3M 0.01%
1,081,437
+583,734
822
$10.3M 0.01%
422,599
-168,341
823
$10.2M 0.01%
182,075
-299,866
824
$10.2M 0.01%
65,282
-10,375
825
$10.2M 0.01%
313,750
+190,572
31 32
33
34 35