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
1551
$655K ﹤0.01%
43,443
-12,469
1552
$654K ﹤0.01%
27,387
-55,831
1553
$653K ﹤0.01%
27,309
-2,111
1554
$648K ﹤0.01%
9,771
-1,224
1555
$647K ﹤0.01%
31,059
+10,989
1556
$646K ﹤0.01%
42,424
+4,320
1557
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8,748
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1558
$645K ﹤0.01%
12,174
+11,039
1559
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14,021
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52,733
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1561
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20,239
-27,460
1562
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4,835
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6,423
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55,632
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49,966
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49,298
-662
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11,238
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$631K ﹤0.01%
21,263
-121,464
1569
$630K ﹤0.01%
1,891
-5,337
1570
$630K ﹤0.01%
17,473
-6,705
1571
$628K ﹤0.01%
30,796
-4,232
1572
$622K ﹤0.01%
31,046
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1573
$621K ﹤0.01%
338,575
-6,786
1574
$621K ﹤0.01%
53,916
+5,053
1575
$618K ﹤0.01%
19,749
+913