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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1.16M ﹤0.01%
38,986
+5,596
1802
$1.16M ﹤0.01%
34,715
+5,182
1803
$1.16M ﹤0.01%
17,852
+1,670
1804
$1.15M ﹤0.01%
36,988
-28,591
1805
$1.15M ﹤0.01%
55,754
+11,539
1806
$1.15M ﹤0.01%
47,951
-12,595
1807
$1.15M ﹤0.01%
21,464
+383
1808
$1.15M ﹤0.01%
38,176
+11,494
1809
$1.15M ﹤0.01%
104,194
+29,559
1810
$1.14M ﹤0.01%
74,891
-6,504
1811
$1.14M ﹤0.01%
39,189
+3,723
1812
$1.14M ﹤0.01%
27,394
+2,233
1813
$1.14M ﹤0.01%
49,122
+16,794
1814
$1.14M ﹤0.01%
114,231
-22,823
1815
$1.14M ﹤0.01%
23,469
+21,540
1816
$1.14M ﹤0.01%
162,692
+13,924
1817
$1.13M ﹤0.01%
51,187
+3,770
1818
$1.13M ﹤0.01%
32,163
-59,374
1819
$1.13M ﹤0.01%
70,279
+5,425
1820
$1.13M ﹤0.01%
27,561
+11,141
1821
$1.13M ﹤0.01%
103,782
-19,934
1822
$1.13M ﹤0.01%
18,388
+1,347
1823
$1.12M ﹤0.01%
18,808
-3,647
1824
$1.12M ﹤0.01%
5,182
+369
1825
$1.12M ﹤0.01%
16,286
-71,484