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
1426
$1.92M ﹤0.01%
69,751
-293,086
1427
$1.92M ﹤0.01%
56,825
+17,278
1428
$1.92M ﹤0.01%
117,218
+49,577
1429
$1.92M ﹤0.01%
54,432
-6,109
1430
$1.92M ﹤0.01%
97,320
+76,347
1431
$1.91M ﹤0.01%
267,696
-192,480
1432
$1.91M ﹤0.01%
45,934
-61,405
1433
$1.91M ﹤0.01%
55,256
-48,255
1434
$1.9M ﹤0.01%
30,108
+17,535
1435
$1.89M ﹤0.01%
44,487
+16,533
1436
$1.89M ﹤0.01%
131,690
+24,670
1437
$1.88M ﹤0.01%
99,289
+24,063
1438
$1.88M ﹤0.01%
37,061
-22,185
1439
$1.88M ﹤0.01%
53,033
+32,081
1440
$1.86M ﹤0.01%
171,100
-102,056
1441
$1.86M ﹤0.01%
9,796
+4,338
1442
$1.86M ﹤0.01%
12,260
-2,866
1443
$1.86M ﹤0.01%
33,365
-61,644
1444
$1.85M ﹤0.01%
83,729
+43,623
1445
$1.85M ﹤0.01%
36,766
+24,510
1446
$1.85M ﹤0.01%
60,242
+21,553
1447
$1.84M ﹤0.01%
207
+134
1448
$1.84M ﹤0.01%
276,387
-12,396
1449
$1.82M ﹤0.01%
60,154
+48,438
1450
$1.82M ﹤0.01%
44,604
+22,879