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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.86%
4 Communication Services 7.01%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$298K ﹤0.01%
14,185
-4,117
2127
$298K ﹤0.01%
8,498
+1,400
2128
$297K ﹤0.01%
12,919
-11,846
2129
$297K ﹤0.01%
+12,371
2130
$296K ﹤0.01%
+24,652
2131
$295K ﹤0.01%
8,400
2132
$295K ﹤0.01%
7,385
-4,156
2133
$295K ﹤0.01%
6,865
-6,909
2134
$294K ﹤0.01%
26,736
-40,084
2135
$293K ﹤0.01%
45,287
-24,167
2136
$293K ﹤0.01%
12,685
-2,447
2137
$289K ﹤0.01%
229
-182
2138
$287K ﹤0.01%
17,940
+17,919
2139
$285K ﹤0.01%
1,196
+1,164
2140
$284K ﹤0.01%
14,237
-15,096
2141
$284K ﹤0.01%
5,462
+3,133
2142
$283K ﹤0.01%
5,561
+3,992
2143
$282K ﹤0.01%
2,215
-5,277
2144
$282K ﹤0.01%
18,804
-1,562
2145
$281K ﹤0.01%
21,600
2146
$281K ﹤0.01%
5,739
+2,142
2147
$281K ﹤0.01%
12,198
-15,198
2148
$280K ﹤0.01%
25,482
-46,156
2149
$279K ﹤0.01%
6,822
+942
2150
$278K ﹤0.01%
+173