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
1826
$985K ﹤0.01%
16,771
+1,071
1827
$985K ﹤0.01%
16,762
+6,958
1828
$985K ﹤0.01%
34,267
-11,481
1829
$981K ﹤0.01%
100,161
-32,897
1830
$980K ﹤0.01%
62,544
-36,699
1831
$977K ﹤0.01%
13,957
-25,903
1832
$977K ﹤0.01%
22,668
-4,901
1833
$975K ﹤0.01%
43,502
+6,226
1834
$975K ﹤0.01%
37,807
-17,228
1835
$962K ﹤0.01%
11,784
1836
$953K ﹤0.01%
12,838
+1,550
1837
$953K ﹤0.01%
13,115
-28,652
1838
$949K ﹤0.01%
19,715
+5,291
1839
$948K ﹤0.01%
17,465
+11,224
1840
$947K ﹤0.01%
7,551
-30,078
1841
$946K ﹤0.01%
39,751
+32,161
1842
$945K ﹤0.01%
106,766
+101,959
1843
$943K ﹤0.01%
114,037
+51,284
1844
$942K ﹤0.01%
65,226
-24,257
1845
$940K ﹤0.01%
15,652
+2,140
1846
$936K ﹤0.01%
50,333
+8,654
1847
$935K ﹤0.01%
20,326
+6,581
1848
$934K ﹤0.01%
39,089
+13,826
1849
$934K ﹤0.01%
23,798
+1,609
1850
$931K ﹤0.01%
2,816
+26