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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$668K ﹤0.01%
22,125
-5,576
1752
$666K ﹤0.01%
35,216
+22,148
1753
$665K ﹤0.01%
18,989
+17,978
1754
$662K ﹤0.01%
24,249
+20,096
1755
$661K ﹤0.01%
561
+181
1756
$660K ﹤0.01%
26,100
+23,100
1757
$660K ﹤0.01%
31,510
+6
1758
$659K ﹤0.01%
9,793
+5,107
1759
$657K ﹤0.01%
9,793
+1,168
1760
$657K ﹤0.01%
38,919
+22,611
1761
$657K ﹤0.01%
32,702
+31,753
1762
$653K ﹤0.01%
23,309
-39,366
1763
$653K ﹤0.01%
21,222
-186,937
1764
$652K ﹤0.01%
99,460
+91,216
1765
$651K ﹤0.01%
71,093
+55,834
1766
$650K ﹤0.01%
53,610
-203,571
1767
$650K ﹤0.01%
3,162
+166
1768
$650K ﹤0.01%
30,312
+28,053
1769
$649K ﹤0.01%
25,710
+24,929
1770
$648K ﹤0.01%
43,525
-12,446
1771
$648K ﹤0.01%
30,350
+26,608
1772
$646K ﹤0.01%
11,201
-20,632
1773
$645K ﹤0.01%
15,420
-32,394
1774
$645K ﹤0.01%
27,909
-18,289
1775
$645K ﹤0.01%
32,884
+12,440