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
1601
$1.6M ﹤0.01%
85,532
-37,570
1602
$1.59M ﹤0.01%
168,940
-303,285
1603
$1.59M ﹤0.01%
41,150
-13,988
1604
$1.59M ﹤0.01%
76,543
+17,278
1605
$1.59M ﹤0.01%
122,471
-9,022
1606
$1.59M ﹤0.01%
35,670
-34,791
1607
$1.58M ﹤0.01%
61,185
+11,816
1608
$1.58M ﹤0.01%
100,000
1609
$1.58M ﹤0.01%
53,186
+19,511
1610
$1.58M ﹤0.01%
18,730
-700
1611
$1.57M ﹤0.01%
+26,076
1612
$1.57M ﹤0.01%
134,368
+25,922
1613
$1.57M ﹤0.01%
37,063
+3,337
1614
$1.57M ﹤0.01%
24,384
+10,201
1615
$1.57M ﹤0.01%
14,357
-785
1616
$1.56M ﹤0.01%
82,939
+44,214
1617
$1.56M ﹤0.01%
20,010
-4,596
1618
$1.56M ﹤0.01%
127,747
+62,108
1619
$1.56M ﹤0.01%
25,984
+10,415
1620
$1.55M ﹤0.01%
94,363
-29,654
1621
$1.55M ﹤0.01%
4,250
+1,033
1622
$1.54M ﹤0.01%
933,004
+234,200
1623
$1.54M ﹤0.01%
100,138
+37,448
1624
$1.53M ﹤0.01%
54,538
+4,817
1625
$1.53M ﹤0.01%
31,098
+6,507