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
$53B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,682
New
Increased
Reduced
Closed

Top Buys

1 +$657M
2 +$243M
3 +$208M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$206M
5
SHPG
Shire pic
SHPG
+$199M

Top Sells

1 +$429M
2 +$208M
3 +$194M
4
TWTR
Twitter, Inc.
TWTR
+$154M
5
WY icon
Weyerhaeuser
WY
+$129M

Sector Composition

1 Healthcare 10.64%
2 Energy 9.26%
3 Technology 8.71%
4 Financials 6.68%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$1.59M ﹤0.01%
24,454
-8,093
1402
$1.58M ﹤0.01%
112,932
+1,812
1403
$1.58M ﹤0.01%
30,891
+22,152
1404
$1.57M ﹤0.01%
30,216
+16,673
1405
$1.57M ﹤0.01%
27,493
-93,884
1406
$1.56M ﹤0.01%
38,097
-9,603
1407
$1.56M ﹤0.01%
6,095
-287
1408
$1.56M ﹤0.01%
33,148
-9,504
1409
$1.55M ﹤0.01%
190,050
-27,610
1410
$1.55M ﹤0.01%
47,000
-25,543
1411
$1.55M ﹤0.01%
32,904
-1,347
1412
$1.54M ﹤0.01%
171,455
+28,808
1413
$1.54M ﹤0.01%
85,554
+218
1414
$1.54M ﹤0.01%
39,406
+26,415
1415
$1.53M ﹤0.01%
63,494
-156,631
1416
$1.53M ﹤0.01%
33,944
+209
1417
$1.52M ﹤0.01%
20,015
-2,436
1418
$1.52M ﹤0.01%
138,105
-206,905
1419
$1.51M ﹤0.01%
8,212
-627
1420
$1.5M ﹤0.01%
38,348
-30,540
1421
$1.49M ﹤0.01%
26,138
-3,959
1422
$1.49M ﹤0.01%
42,546
-298,371
1423
$1.49M ﹤0.01%
41,357
-26,871
1424
$1.47M ﹤0.01%
9,810
+1,280
1425
$1.47M ﹤0.01%
35,876
-46,661