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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$729K ﹤0.01%
65,067
+61,367
2077
$727K ﹤0.01%
21,805
+9,912
2078
$726K ﹤0.01%
75,580
+75,575
2079
$726K ﹤0.01%
14,126
+6,044
2080
$724K ﹤0.01%
18,716
-13,150
2081
$723K ﹤0.01%
33,633
+3,635
2082
$721K ﹤0.01%
20,800
+900
2083
$720K ﹤0.01%
22,113
+1,769
2084
$720K ﹤0.01%
247,924
+27,203
2085
$719K ﹤0.01%
13,322
+5,268
2086
$719K ﹤0.01%
32,327
+12,897
2087
$718K ﹤0.01%
29,572
-28,798
2088
$716K ﹤0.01%
17,648
+16,548
2089
$716K ﹤0.01%
29,342
+11,747
2090
$714K ﹤0.01%
16,154
+3,143
2091
$714K ﹤0.01%
80,333
+35,987
2092
$714K ﹤0.01%
41,341
+1,505
2093
$713K ﹤0.01%
70,767
+6,144
2094
$713K ﹤0.01%
23,750
+2,931
2095
$711K ﹤0.01%
44,733
+3,656
2096
$709K ﹤0.01%
62,722
-526,841
2097
$705K ﹤0.01%
31,423
+5,997
2098
$705K ﹤0.01%
32,701
-18,202
2099
$704K ﹤0.01%
33,592
-9,824
2100
$703K ﹤0.01%
20,239
-5,277