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
1601
$1.36M ﹤0.01%
67,539
-15,177
1602
$1.35M ﹤0.01%
132,334
+51,516
1603
$1.35M ﹤0.01%
46,777
+30,027
1604
$1.35M ﹤0.01%
148,932
+18,901
1605
$1.35M ﹤0.01%
46,233
+7,891
1606
$1.35M ﹤0.01%
44,030
-59,684
1607
$1.35M ﹤0.01%
36,181
-45,427
1608
$1.35M ﹤0.01%
290,883
+270,594
1609
$1.35M ﹤0.01%
9,699
+5,284
1610
$1.34M ﹤0.01%
59,593
-28,481
1611
$1.34M ﹤0.01%
31,791
+16,933
1612
$1.34M ﹤0.01%
32,788
-5,367
1613
$1.34M ﹤0.01%
29,952
-213
1614
$1.33M ﹤0.01%
37,114
+1,727
1615
$1.33M ﹤0.01%
35,004
+11,897
1616
$1.33M ﹤0.01%
43,373
-4,056
1617
$1.33M ﹤0.01%
+45,420
1618
$1.33M ﹤0.01%
21,798
-8,864
1619
$1.33M ﹤0.01%
34,175
+14,668
1620
$1.33M ﹤0.01%
15,689
-4,903
1621
$1.33M ﹤0.01%
22,503
-31,347
1622
$1.32M ﹤0.01%
26,200
-11,605
1623
$1.31M ﹤0.01%
45,052
+17,927
1624
$1.31M ﹤0.01%
11,616
+1,535
1625
$1.31M ﹤0.01%
68,762
-18,689