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
1926
$817K ﹤0.01%
13,593
+4,732
1927
$817K ﹤0.01%
72,645
+2,558
1928
$817K ﹤0.01%
10,788
+6,242
1929
$815K ﹤0.01%
102
+5
1930
$815K ﹤0.01%
28,574
-9,945
1931
$814K ﹤0.01%
27,431
-11,435
1932
$814K ﹤0.01%
14,630
+1,469
1933
$811K ﹤0.01%
58,536
-25,868
1934
$810K ﹤0.01%
78,876
-16,611
1935
$807K ﹤0.01%
53,807
+52,995
1936
$807K ﹤0.01%
14,679
-7,712
1937
$804K ﹤0.01%
27,943
-8,687
1938
$802K ﹤0.01%
21,942
+4,058
1939
$802K ﹤0.01%
55,343
+4,227
1940
$801K ﹤0.01%
17,493
+1,569
1941
$801K ﹤0.01%
13,402
-4,718
1942
$799K ﹤0.01%
29,290
+12,290
1943
$798K ﹤0.01%
41,243
+8,264
1944
$793K ﹤0.01%
12,547
+5,695
1945
$792K ﹤0.01%
5,114
+319
1946
$791K ﹤0.01%
39,422
+16,971
1947
$789K ﹤0.01%
14,796
+3,430
1948
$789K ﹤0.01%
10,061
+1,089
1949
$789K ﹤0.01%
11,538
-2,926
1950
$787K ﹤0.01%
8,865
+4,932