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
1551
$1.49M ﹤0.01%
25,210
-4,677
1552
$1.49M ﹤0.01%
24,862
+543
1553
$1.49M ﹤0.01%
296,033
-368,589
1554
$1.48M ﹤0.01%
17,241
+2,234
1555
$1.48M ﹤0.01%
19,821
-6,842
1556
$1.48M ﹤0.01%
43,862
-200,337
1557
$1.48M ﹤0.01%
329,464
-46,816
1558
$1.48M ﹤0.01%
68,349
+28,810
1559
$1.47M ﹤0.01%
46,918
+21,094
1560
$1.47M ﹤0.01%
15,356
-33,980
1561
$1.47M ﹤0.01%
89,206
+51,649
1562
$1.46M ﹤0.01%
68,184
+10,790
1563
$1.46M ﹤0.01%
18,664
-22,347
1564
$1.46M ﹤0.01%
48,738
+3,463
1565
$1.46M ﹤0.01%
8,508
+233
1566
$1.46M ﹤0.01%
14,907
-6,796
1567
$1.46M ﹤0.01%
18,822
-12,372
1568
$1.45M ﹤0.01%
43,411
-15,708
1569
$1.45M ﹤0.01%
333,025
+12,568
1570
$1.44M ﹤0.01%
7,274
+2,851
1571
$1.44M ﹤0.01%
27,174
+8,157
1572
$1.44M ﹤0.01%
17,791
+3,966
1573
$1.44M ﹤0.01%
52,358
-298
1574
$1.43M ﹤0.01%
21,582
-12,093
1575
$1.43M ﹤0.01%
49,303
+4,369