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
1176
$3.02M ﹤0.01%
90,085
-32,308
1177
$3.02M ﹤0.01%
42,061
+22,012
1178
$3.02M ﹤0.01%
49,281
+28,780
1179
$3.02M ﹤0.01%
41,166
+1,266
1180
$3.01M ﹤0.01%
47,524
-6,875
1181
$3.01M ﹤0.01%
113,369
+102,928
1182
$2.99M ﹤0.01%
329,619
+47,479
1183
$2.99M ﹤0.01%
243,134
-10,500
1184
$2.99M ﹤0.01%
219,859
-73,214
1185
$2.98M ﹤0.01%
180,257
-36,180
1186
$2.98M ﹤0.01%
66,346
+47,820
1187
$2.98M ﹤0.01%
39,562
-10,457
1188
$2.98M ﹤0.01%
46,163
+16,371
1189
$2.96M ﹤0.01%
146,863
-170,919
1190
$2.95M ﹤0.01%
19,465
+12,453
1191
$2.94M ﹤0.01%
27,294
+8,124
1192
$2.93M ﹤0.01%
61,400
-11,467
1193
$2.93M ﹤0.01%
81,942
-66,197
1194
$2.93M ﹤0.01%
325,463
-820
1195
$2.92M ﹤0.01%
47,731
-11,146
1196
$2.92M ﹤0.01%
461,788
-88,782
1197
$2.92M ﹤0.01%
105,308
-113,145
1198
$2.92M ﹤0.01%
35,076
+16,873
1199
$2.92M ﹤0.01%
164,290
+78,626
1200
$2.9M ﹤0.01%
125,680
+19,502