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
1026
$5.75M ﹤0.01%
333,208
-236,223
1027
$5.72M ﹤0.01%
71,648
+4,553
1028
$5.71M ﹤0.01%
224,888
+187,695
1029
$5.7M ﹤0.01%
54,510
+34,413
1030
$5.69M ﹤0.01%
289,002
+89,787
1031
$5.67M ﹤0.01%
46,416
+17,249
1032
$5.65M ﹤0.01%
97,481
+57,970
1033
$5.63M ﹤0.01%
158,286
+64,950
1034
$5.62M ﹤0.01%
34,339
+24,458
1035
$5.6M ﹤0.01%
92,215
+74,519
1036
$5.6M ﹤0.01%
1,064,142
-137,006
1037
$5.59M ﹤0.01%
127,256
-54,355
1038
$5.58M ﹤0.01%
61,217
+40,251
1039
$5.58M ﹤0.01%
192,694
+51,113
1040
$5.58M ﹤0.01%
107,210
-29,345
1041
$5.57M ﹤0.01%
91,759
+32,536
1042
$5.55M ﹤0.01%
20,271
+18,191
1043
$5.55M ﹤0.01%
202,612
+51,804
1044
$5.54M ﹤0.01%
243,429
-9,474
1045
$5.52M ﹤0.01%
133,700
-30,739
1046
$5.51M ﹤0.01%
121,000
+18,000
1047
$5.51M ﹤0.01%
67,830
+43,602
1048
$5.5M ﹤0.01%
97,705
+13,825
1049
$5.48M ﹤0.01%
147,857
-263,439
1050
$5.46M ﹤0.01%
207,186
-39,353