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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$652M
2 +$518M
3 +$406M
4
PG icon
Procter & Gamble
PG
+$373M
5
MSFT icon
Microsoft
MSFT
+$351M

Top Sells

1 +$642M
2 +$570M
3 +$490M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$6.96M ﹤0.01%
128,245
+56,740
1027
$6.96M ﹤0.01%
163,869
+131,636
1028
$6.95M ﹤0.01%
81,040
-17,961
1029
$6.94M ﹤0.01%
233,823
-256,325
1030
$6.93M ﹤0.01%
157,946
-45,234
1031
$6.88M ﹤0.01%
33,333
1032
$6.87M ﹤0.01%
6,157
-803
1033
$6.86M ﹤0.01%
186,924
-188,872
1034
$6.83M ﹤0.01%
238,751
+3,589
1035
$6.83M ﹤0.01%
59,410
+23,880
1036
$6.82M ﹤0.01%
211,755
+147,757
1037
$6.82M ﹤0.01%
84,083
+20,762
1038
$6.81M ﹤0.01%
169,653
+135,071
1039
$6.79M ﹤0.01%
130,598
+63,756
1040
$6.79M ﹤0.01%
262,351
+15,112
1041
$6.77M ﹤0.01%
361,548
-135,184
1042
$6.77M ﹤0.01%
133,187
-23,830
1043
$6.76M ﹤0.01%
65,438
+55,438
1044
$6.75M ﹤0.01%
120,987
+40,710
1045
$6.75M ﹤0.01%
374,733
+327,033
1046
$6.75M ﹤0.01%
200,294
+38,791
1047
$6.74M ﹤0.01%
233,010
+170,860
1048
$6.7M ﹤0.01%
155,832
+37,039
1049
$6.7M ﹤0.01%
604,344
-221,936
1050
$6.69M ﹤0.01%
495,231
+203,625