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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$1.72M ﹤0.01%
70,756
+56,030
1552
$1.72M ﹤0.01%
34,263
+13,115
1553
$1.72M ﹤0.01%
18,595
-12,087
1554
$1.72M ﹤0.01%
49,347
-28,851
1555
$1.72M ﹤0.01%
15,485
+5,313
1556
$1.72M ﹤0.01%
59,900
+22,605
1557
$1.71M ﹤0.01%
115,483
+57,676
1558
$1.7M ﹤0.01%
35,661
-2,512
1559
$1.7M ﹤0.01%
15,186
+2,677
1560
$1.7M ﹤0.01%
73,487
+15,682
1561
$1.7M ﹤0.01%
28,794
-857
1562
$1.7M ﹤0.01%
140,461
+100,236
1563
$1.69M ﹤0.01%
43,140
+810
1564
$1.69M ﹤0.01%
122,606
-95,702
1565
$1.69M ﹤0.01%
36,213
+5,305
1566
$1.68M ﹤0.01%
68,981
+4,206
1567
$1.68M ﹤0.01%
27,567
+11,459
1568
$1.68M ﹤0.01%
43,517
-20,031
1569
$1.68M ﹤0.01%
32,478
-4,800
1570
$1.68M ﹤0.01%
3,195
+2,898
1571
$1.67M ﹤0.01%
77,960
+11,799
1572
$1.67M ﹤0.01%
20,636
-109
1573
$1.67M ﹤0.01%
23,208
+3,368
1574
$1.67M ﹤0.01%
136,308
-15,662
1575
$1.67M ﹤0.01%
36,528
+19,839