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
$43.2B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,482
New
Increased
Reduced
Closed

Top Buys

1 +$2.85B
2 +$277M
3 +$217M
4
JNJ icon
Johnson & Johnson
JNJ
+$203M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$191M

Top Sells

1 +$1.2B
2 +$484M
3 +$342M
4
T icon
AT&T
T
+$286M
5
LO
LORILLARD INC COM STK
LO
+$255M

Sector Composition

1 Healthcare 13.66%
2 Technology 10.19%
3 Financials 7.75%
4 Energy 6.56%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$340K ﹤0.01%
946
-4,220
1802
$338K ﹤0.01%
13,006
-83,612
1803
$337K ﹤0.01%
19,793
-60,791
1804
$336K ﹤0.01%
8,393
-2,364
1805
$334K ﹤0.01%
20,901
+17,263
1806
$333K ﹤0.01%
18,495
+17,774
1807
$327K ﹤0.01%
13,629
-400
1808
$327K ﹤0.01%
4,791
-12,436
1809
$327K ﹤0.01%
54,667
-8,947
1810
$326K ﹤0.01%
3,619
1811
$325K ﹤0.01%
24,973
1812
$325K ﹤0.01%
2,905
+399
1813
$325K ﹤0.01%
14,142
-23,954
1814
$325K ﹤0.01%
12,986
1815
$325K ﹤0.01%
23,127
-247
1816
$323K ﹤0.01%
17,070
-35,488
1817
$323K ﹤0.01%
11,518
+7,021
1818
$323K ﹤0.01%
4,406
-1,563
1819
$321K ﹤0.01%
8,246
+3,820
1820
$321K ﹤0.01%
321,253
+43,385
1821
$320K ﹤0.01%
12,296
-34,749
1822
$318K ﹤0.01%
15,228
+12,816
1823
$318K ﹤0.01%
+10,265
1824
$316K ﹤0.01%
10,537
-18,805
1825
$315K ﹤0.01%
+39,335