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
1376
$2.11M ﹤0.01%
115,174
-21,604
1377
$2.11M ﹤0.01%
81,521
+11,669
1378
$2.11M ﹤0.01%
21,370
-7,234
1379
$2.11M ﹤0.01%
38,765
+14,000
1380
$2.1M ﹤0.01%
20,158
-14,650
1381
$2.1M ﹤0.01%
27,935
+18,194
1382
$2.1M ﹤0.01%
+1,000,000
1383
$2.1M ﹤0.01%
24,521
+9,996
1384
$2.09M ﹤0.01%
84,083
+75,653
1385
$2.09M ﹤0.01%
94,458
+74,421
1386
$2.09M ﹤0.01%
35,630
+26,746
1387
$2.09M ﹤0.01%
42,846
+8,443
1388
$2.09M ﹤0.01%
33,839
-17,199
1389
$2.09M ﹤0.01%
155,526
+42,149
1390
$2.08M ﹤0.01%
27,348
-1,243
1391
$2.08M ﹤0.01%
65,573
+40,676
1392
$2.08M ﹤0.01%
93,898
-27,630
1393
$2.07M ﹤0.01%
18,476
+10,305
1394
$2.07M ﹤0.01%
196,619
+115,092
1395
$2.06M ﹤0.01%
151,043
+20,506
1396
$2.06M ﹤0.01%
35,342
-7,709
1397
$2.06M ﹤0.01%
24,650
+2,609
1398
$2.05M ﹤0.01%
232,246
+232,138
1399
$2.05M ﹤0.01%
82,396
-5,666
1400
$2.05M ﹤0.01%
80,223
+3,243