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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$652M
2 +$518M
3 +$406M
4
PG icon
Procter & Gamble
PG
+$373M
5
MSFT icon
Microsoft
MSFT
+$351M

Top Sells

1 +$642M
2 +$570M
3 +$490M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$2.54M ﹤0.01%
209,871
+102,558
1702
$2.53M ﹤0.01%
100,000
1703
$2.53M ﹤0.01%
152,218
+27,192
1704
$2.52M ﹤0.01%
37,630
1705
$2.52M ﹤0.01%
21,969
+10,058
1706
$2.51M ﹤0.01%
316,207
+111,721
1707
$2.5M ﹤0.01%
65,554
-518,703
1708
$2.5M ﹤0.01%
49,077
-59,366
1709
$2.5M ﹤0.01%
49,759
+37,984
1710
$2.5M ﹤0.01%
100,249
+20,779
1711
$2.5M ﹤0.01%
54,372
+12,021
1712
$2.48M ﹤0.01%
220,566
+102,965
1713
$2.47M ﹤0.01%
66,775
+14,696
1714
$2.47M ﹤0.01%
71,528
+30,644
1715
$2.46M ﹤0.01%
33,251
-118,084
1716
$2.46M ﹤0.01%
22,131
+6,528
1717
$2.46M ﹤0.01%
38,144
-8,316
1718
$2.45M ﹤0.01%
1,126,278
-442,039
1719
$2.45M ﹤0.01%
86,220
+30,870
1720
$2.45M ﹤0.01%
564,004
+151,067
1721
$2.44M ﹤0.01%
71,098
+37,768
1722
$2.44M ﹤0.01%
42,300
+8,733
1723
$2.44M ﹤0.01%
49,011
+16,543
1724
$2.43M ﹤0.01%
72,167
+35,979
1725
$2.42M ﹤0.01%
250,284
-80,225