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
1951
$786K ﹤0.01%
31,903
-32,836
1952
$786K ﹤0.01%
17,018
-12,203
1953
$783K ﹤0.01%
13,465
+2,118
1954
$782K ﹤0.01%
32,300
-180,223
1955
$782K ﹤0.01%
10,015
-5,387
1956
$781K ﹤0.01%
7,977
+2,300
1957
$778K ﹤0.01%
13,959
-1,840
1958
$776K ﹤0.01%
107,281
+46,394
1959
$775K ﹤0.01%
17,831
-868
1960
$771K ﹤0.01%
22,007
-1,911
1961
$768K ﹤0.01%
14,164
+6,075
1962
$765K ﹤0.01%
16,310
+2,742
1963
$762K ﹤0.01%
18,051
-2,545
1964
$759K ﹤0.01%
2,397
+1,167
1965
$757K ﹤0.01%
19,852
+2,110
1966
$756K ﹤0.01%
21,329
+13,524
1967
$756K ﹤0.01%
54,018
-13,512
1968
$756K ﹤0.01%
121,332
+79,193
1969
$751K ﹤0.01%
60,085
+27,898
1970
$748K ﹤0.01%
11,348
-40
1971
$747K ﹤0.01%
27,448
+14,766
1972
$747K ﹤0.01%
45,779
+44,336
1973
$745K ﹤0.01%
19,732
-27,507
1974
$745K ﹤0.01%
35,716
-1,302
1975
$744K ﹤0.01%
14,185
-1,390