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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$175K ﹤0.01%
4,948
-1,309
2102
$174K ﹤0.01%
6,861
-2,294
2103
$174K ﹤0.01%
+3,083
2104
$174K ﹤0.01%
+10,852
2105
$174K ﹤0.01%
10,133
+4,333
2106
$173K ﹤0.01%
+7,802
2107
$173K ﹤0.01%
93,600
2108
$172K ﹤0.01%
7,158
+952
2109
$172K ﹤0.01%
23,232
+5,994
2110
$172K ﹤0.01%
9,222
+4,842
2111
$172K ﹤0.01%
3,254
+19
2112
$171K ﹤0.01%
+1,146
2113
$171K ﹤0.01%
6,720
+4,722
2114
$171K ﹤0.01%
4,635
+3,494
2115
$170K ﹤0.01%
13,300
2116
$170K ﹤0.01%
+4,535
2117
$169K ﹤0.01%
26,384
+16,704
2118
$169K ﹤0.01%
4,836
-1,220
2119
$169K ﹤0.01%
3,870
+1,511
2120
$168K ﹤0.01%
3,727
+3,341
2121
$168K ﹤0.01%
26,718
-34,249
2122
$168K ﹤0.01%
15,378
-36,232
2123
$168K ﹤0.01%
15,001
+14,873
2124
$168K ﹤0.01%
3,359
+2,409
2125
$167K ﹤0.01%
12,614
-32,658