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
1326
$2.32M ﹤0.01%
+178,800
1327
$2.32M ﹤0.01%
35,004
-23,041
1328
$2.31M ﹤0.01%
117,911
+41,315
1329
$2.31M ﹤0.01%
195,584
-7,218
1330
$2.3M ﹤0.01%
66,362
+53,974
1331
$2.28M ﹤0.01%
15,614
-1,315
1332
$2.28M ﹤0.01%
313,507
+181,924
1333
$2.27M ﹤0.01%
43,752
+11,365
1334
$2.27M ﹤0.01%
238,953
+224,280
1335
$2.27M ﹤0.01%
58,355
-37,628
1336
$2.27M ﹤0.01%
2,498
-350
1337
$2.26M ﹤0.01%
29,919
+12,296
1338
$2.26M ﹤0.01%
107,346
-7,420
1339
$2.26M ﹤0.01%
111,370
+19,722
1340
$2.26M ﹤0.01%
162,256
+155,248
1341
$2.25M ﹤0.01%
62,710
+34,754
1342
$2.25M ﹤0.01%
57,071
+9,563
1343
$2.25M ﹤0.01%
80,733
+13,989
1344
$2.25M ﹤0.01%
43,112
+7,613
1345
$2.25M ﹤0.01%
41,104
+39,777
1346
$2.25M ﹤0.01%
178,465
-11,835
1347
$2.25M ﹤0.01%
64,768
+12,829
1348
$2.25M ﹤0.01%
27,038
+79
1349
$2.24M ﹤0.01%
11,199
-3,795
1350
$2.23M ﹤0.01%
86,415
+74,723