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
1851
$931K ﹤0.01%
212,119
+122,549
1852
$928K ﹤0.01%
23,364
+9,489
1853
$927K ﹤0.01%
119,728
+12,877
1854
$927K ﹤0.01%
39,956
-103,431
1855
$926K ﹤0.01%
6,071
+1,050
1856
$925K ﹤0.01%
8,016
-2,427
1857
$922K ﹤0.01%
36,152
+23,716
1858
$922K ﹤0.01%
21,413
+4,862
1859
$921K ﹤0.01%
69,300
-50,137
1860
$920K ﹤0.01%
9,245
-8,671
1861
$919K ﹤0.01%
49,440
-8,898
1862
$918K ﹤0.01%
11,713
-7,926
1863
$917K ﹤0.01%
12,106
-9,658
1864
$915K ﹤0.01%
56,152
-9,352
1865
$912K ﹤0.01%
12,207
-771
1866
$912K ﹤0.01%
20,247
+4,963
1867
$909K ﹤0.01%
41,700
+27,498
1868
$907K ﹤0.01%
65,726
+36,013
1869
$907K ﹤0.01%
71,798
+3,012
1870
$902K ﹤0.01%
39,261
-27,422
1871
$901K ﹤0.01%
13,625
+7,094
1872
$901K ﹤0.01%
57,185
-8,242
1873
$899K ﹤0.01%
11,269
-21,386
1874
$895K ﹤0.01%
23,184
-500
1875
$895K ﹤0.01%
6,467
+432