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
1001
$4.54M ﹤0.01%
71,782
+51,068
1002
$4.51M ﹤0.01%
26,180
+11,857
1003
$4.5M ﹤0.01%
116,037
+23,353
1004
$4.49M ﹤0.01%
218,990
+15,837
1005
$4.49M ﹤0.01%
115,850
+78,575
1006
$4.47M ﹤0.01%
122,895
+88,765
1007
$4.47M ﹤0.01%
99,978
-5,462
1008
$4.46M ﹤0.01%
191,855
+31,352
1009
$4.46M ﹤0.01%
247,455
-22,108
1010
$4.45M ﹤0.01%
108,643
-300,413
1011
$4.43M ﹤0.01%
43,261
+20,831
1012
$4.43M ﹤0.01%
59,357
-687
1013
$4.41M ﹤0.01%
140,485
-14,161
1014
$4.41M ﹤0.01%
126,667
+108,988
1015
$4.38M ﹤0.01%
197,057
-70,313
1016
$4.38M ﹤0.01%
203,663
+104,988
1017
$4.36M ﹤0.01%
112,934
+38,318
1018
$4.33M ﹤0.01%
94,535
-70,186
1019
$4.33M ﹤0.01%
72,082
+7,028
1020
$4.32M ﹤0.01%
66,485
+42,615
1021
$4.32M ﹤0.01%
157,670
+139,492
1022
$4.3M ﹤0.01%
158,033
+93,614
1023
$4.29M ﹤0.01%
117,999
+15,877
1024
$4.29M ﹤0.01%
106,709
-62,069
1025
$4.27M ﹤0.01%
134,981
+48,888