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
1651
$1.26M ﹤0.01%
65,880
-9,995
1652
$1.26M ﹤0.01%
18,473
-7,091
1653
$1.26M ﹤0.01%
35,025
-4,515
1654
$1.26M ﹤0.01%
28,157
-10,882
1655
$1.25M ﹤0.01%
27,854
+13,191
1656
$1.25M ﹤0.01%
117,088
+13,709
1657
$1.25M ﹤0.01%
35,647
+8,211
1658
$1.25M ﹤0.01%
34,895
-39,315
1659
$1.25M ﹤0.01%
11,597
-6,916
1660
$1.25M ﹤0.01%
72,821
+58,737
1661
$1.25M ﹤0.01%
23,223
-569
1662
$1.24M ﹤0.01%
21,759
-2,864
1663
$1.24M ﹤0.01%
19,038
-16,453
1664
$1.24M ﹤0.01%
168,918
+101,535
1665
$1.24M ﹤0.01%
23,097
+2,800
1666
$1.24M ﹤0.01%
35,585
+29,626
1667
$1.24M ﹤0.01%
96,830
-165,470
1668
$1.23M ﹤0.01%
21,226
+7,283
1669
$1.23M ﹤0.01%
12,254
-11,790
1670
$1.23M ﹤0.01%
4,269
-1,216
1671
$1.23M ﹤0.01%
40,982
-7,977
1672
$1.23M ﹤0.01%
27,946
+8,181
1673
$1.23M ﹤0.01%
43,182
-21,964
1674
$1.23M ﹤0.01%
57,759
+10,796
1675
$1.23M ﹤0.01%
14,373
+8,818