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
1626
$1.31M ﹤0.01%
12,438
-28,988
1627
$1.3M ﹤0.01%
170,350
+87,876
1628
$1.3M ﹤0.01%
27,512
-12,879
1629
$1.3M ﹤0.01%
9,316
-12,033
1630
$1.3M ﹤0.01%
18,441
+2,229
1631
$1.3M ﹤0.01%
25,317
+1,127
1632
$1.3M ﹤0.01%
20,248
+3,051
1633
$1.28M ﹤0.01%
32,033
-8,266
1634
$1.28M ﹤0.01%
48,428
+32,067
1635
$1.28M ﹤0.01%
17,878
-2,637
1636
$1.28M ﹤0.01%
22,123
-87,947
1637
$1.28M ﹤0.01%
59,862
-100,376
1638
$1.28M ﹤0.01%
67,090
-149,350
1639
$1.28M ﹤0.01%
20,295
-9,002
1640
$1.28M ﹤0.01%
61,348
+32,593
1641
$1.28M ﹤0.01%
26,945
+10,014
1642
$1.27M ﹤0.01%
57,774
+10,674
1643
$1.27M ﹤0.01%
20,003
+7,946
1644
$1.27M ﹤0.01%
16,163
+3,113
1645
$1.26M ﹤0.01%
28,394
-35,979
1646
$1.26M ﹤0.01%
6,187
+5,060
1647
$1.26M ﹤0.01%
25,651
-14,549
1648
$1.26M ﹤0.01%
70,329
-237,330
1649
$1.26M ﹤0.01%
19,546
+10,110
1650
$1.26M ﹤0.01%
16,439
+382