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
$272B
AUM Growth
+$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,805
New
Increased
Reduced
Closed

Top Buys

1 +$718M
2 +$658M
3 +$616M
4
PLTR icon
Palantir
PLTR
+$605M
5
WMT icon
Walmart
WMT
+$563M

Top Sells

1 +$2.51B
2 +$1.86B
3 +$1.71B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.06B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$947M

Sector Composition

1 Technology 34.73%
2 Financials 12.31%
3 Consumer Discretionary 11.56%
4 Communication Services 8.58%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WM icon
101
Waste Management
WM
$87.1B
$482M 0.1%
2,184,642
-116,140
BX icon
102
Blackstone
BX
$111B
$476M 0.1%
2,784,782
+448,202
PFE icon
103
Pfizer
PFE
$146B
$473M 0.1%
18,545,558
+2,970,470
BR icon
104
Broadridge
BR
$26.6B
$470M 0.1%
1,972,799
+14,631
SCHW icon
105
Charles Schwab
SCHW
$161B
$468M 0.1%
4,906,915
+880,058
CDNS icon
106
Cadence Design Systems
CDNS
$82.7B
$467M 0.1%
1,328,492
-4,594
MELI icon
107
Mercado Libre
MELI
$104B
$464M 0.1%
198,521
-3,960
CMCSA icon
108
Comcast
CMCSA
$97.2B
$457M 0.1%
14,544,669
-349,608
NWSA icon
109
News Corp Class A
NWSA
$14.2B
$457M 0.1%
14,875,615
+4,214,562
MCO icon
110
Moody's
MCO
$86.6B
$456M 0.1%
956,603
+418,913
FISV
111
Fiserv Inc
FISV
$32.7B
$455M 0.1%
3,528,906
+1,895,349
MRVL icon
112
Marvell Technology
MRVL
$71.9B
$453M 0.1%
5,389,925
-307,522
BA icon
113
Boeing
BA
$139B
$446M 0.1%
2,068,629
-255,262
CRWD icon
114
CrowdStrike
CRWD
$129B
$446M 0.1%
909,588
-234,280
MMC icon
115
Marsh & McLennan
MMC
$89.2B
$444M 0.1%
2,202,372
+647,987
BSX icon
116
Boston Scientific
BSX
$150B
$441M 0.1%
4,519,951
+152,500
SJM icon
117
J.M. Smucker
SJM
$10.7B
$430M 0.09%
3,959,057
+3,145,925
DHR icon
118
Danaher
DHR
$163B
$429M 0.09%
2,165,494
-919,605
JCI icon
119
Johnson Controls International
JCI
$70.1B
$425M 0.09%
3,867,498
+2,144,283
ASML icon
120
ASML
ASML
$389B
$414M 0.09%
427,780
+51,071
MO icon
121
Altria Group
MO
$97.9B
$414M 0.09%
6,264,224
+1,249,525
SBUX icon
122
Starbucks
SBUX
$97.7B
$412M 0.09%
4,875,464
-209,565
BMY icon
123
Bristol-Myers Squibb
BMY
$99.9B
$412M 0.09%
9,137,080
-184,510
CME icon
124
CME Group
CME
$99.9B
$411M 0.09%
1,522,945
+491,481
ACN icon
125
Accenture
ACN
$155B
$411M 0.09%
1,667,735
-76,262