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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$3.42M ﹤0.01%
108,006
-31,037
1127
$3.4M ﹤0.01%
70,874
+2,549
1128
$3.4M ﹤0.01%
85,000
1129
$3.38M ﹤0.01%
93,143
+68,861
1130
$3.37M ﹤0.01%
33,290
+24,705
1131
$3.37M ﹤0.01%
309,306
+56,313
1132
$3.36M ﹤0.01%
102,889
+75,023
1133
$3.35M ﹤0.01%
34,358
-177,779
1134
$3.35M ﹤0.01%
87,257
-40,851
1135
$3.35M ﹤0.01%
191,271
-94,205
1136
$3.34M ﹤0.01%
199,613
+67,085
1137
$3.34M ﹤0.01%
114,496
+13,112
1138
$3.33M ﹤0.01%
75,350
-16,552
1139
$3.33M ﹤0.01%
43,057
+3,122
1140
$3.33M ﹤0.01%
21,981
-8,253
1141
$3.33M ﹤0.01%
140,093
+46,651
1142
$3.33M ﹤0.01%
80,000
1143
$3.32M ﹤0.01%
102,055
-55,040
1144
$3.31M ﹤0.01%
327,887
-172,289
1145
$3.3M ﹤0.01%
71,313
+52,739
1146
$3.3M ﹤0.01%
70,273
+17,722
1147
$3.3M ﹤0.01%
39,046
+2,195
1148
$3.29M ﹤0.01%
41,990
-9,500
1149
$3.29M ﹤0.01%
80,018
+37,608
1150
$3.28M ﹤0.01%
102,221
-34,374