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
2051
$657K ﹤0.01%
3,366
+214
2052
$656K ﹤0.01%
20,848
+3,627
2053
$654K ﹤0.01%
16,958
-965
2054
$646K ﹤0.01%
+12,210
2055
$643K ﹤0.01%
8,318
-2,139
2056
$643K ﹤0.01%
16,465
+2,409
2057
$642K ﹤0.01%
24,094
+18,208
2058
$640K ﹤0.01%
56,230
+47,479
2059
$638K ﹤0.01%
19,708
+6,145
2060
$638K ﹤0.01%
13,971
-7,188
2061
$638K ﹤0.01%
6,909
-15,286
2062
$638K ﹤0.01%
18,166
+5,043
2063
$638K ﹤0.01%
57,188
+1,046
2064
$637K ﹤0.01%
43,166
+1,094
2065
$636K ﹤0.01%
29,122
+10,553
2066
$636K ﹤0.01%
13,666
-4,463
2067
$634K ﹤0.01%
22,728
+11,890
2068
$634K ﹤0.01%
44,303
+12,756
2069
$634K ﹤0.01%
19,475
+4,523
2070
$633K ﹤0.01%
52,718
-90
2071
$633K ﹤0.01%
12,701
-1,955
2072
$633K ﹤0.01%
+15,797
2073
$632K ﹤0.01%
5,455
-2,642
2074
$630K ﹤0.01%
46,604
-3,598
2075
$629K ﹤0.01%
26,286
-94,273