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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$55.2M 0.06%
482,145
+322,938
127
$54.1M 0.06%
1,422,489
-3,010,479
128
$53.4M 0.06%
1,701,580
+392,310
129
$53.1M 0.06%
244,196
-11,767
130
$52.9M 0.06%
936,091
-497,739
131
$51.9M 0.06%
1,011,627
+20,526
132
$51.8M 0.06%
1,685,276
+832,829
133
$50.9M 0.06%
305,445
+101,692
134
$50.6M 0.06%
1,059,099
+995,751
135
$50.5M 0.06%
854,310
-878,841
136
$50.2M 0.06%
1,237,739
+214,145
137
$50.1M 0.06%
621,261
-1,040,172
138
$49.3M 0.05%
511,311
+86,730
139
$49.1M 0.05%
2,124,221
+630,539
140
$48.8M 0.05%
1,023,417
+1,549
141
$48.4M 0.05%
1,128,002
+149,083
142
$48.3M 0.05%
995,941
+995,346
143
$48M 0.05%
1,123,289
+412,070
144
$47.3M 0.05%
151,253
-30,197
145
$46.5M 0.05%
1,377,256
-51,922
146
$45.8M 0.05%
511,572
-46,153
147
$45.7M 0.05%
657,808
-193,946
148
$45.6M 0.05%
436,047
-24,316
149
$45.3M 0.05%
640,500
+54,985
150
$45.3M 0.05%
4,595,790
-3,335,430