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
2076
$629K ﹤0.01%
18,320
-10,823
2077
$627K ﹤0.01%
17,600
-5,440
2078
$627K ﹤0.01%
11,345
-3,549
2079
$625K ﹤0.01%
24,410
+5,414
2080
$625K ﹤0.01%
7,701
-3,980
2081
$625K ﹤0.01%
9,861
+3,012
2082
$625K ﹤0.01%
21,215
-16,794
2083
$624K ﹤0.01%
4,868
+3,852
2084
$623K ﹤0.01%
9,224
+840
2085
$622K ﹤0.01%
10,060
-23,658
2086
$621K ﹤0.01%
10,314
-2,934
2087
$620K ﹤0.01%
26,578
+3,431
2088
$620K ﹤0.01%
25,953
-21,575
2089
$619K ﹤0.01%
22,489
+2,133
2090
$619K ﹤0.01%
264,688
-772,244
2091
$618K ﹤0.01%
10,828
+4,308
2092
$616K ﹤0.01%
10,424
-3,667
2093
$616K ﹤0.01%
11,741
-1,280
2094
$611K ﹤0.01%
16,291
+5,822
2095
$610K ﹤0.01%
26,006
-8,137
2096
$606K ﹤0.01%
+17,572
2097
$606K ﹤0.01%
13,309
-105,223
2098
$606K ﹤0.01%
105,433
+64,029
2099
$604K ﹤0.01%
23,292
-34,461
2100
$602K ﹤0.01%
38,316
+9,695