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
2126
$572K ﹤0.01%
22,474
-417,470
2127
$572K ﹤0.01%
19,937
+1,391
2128
$568K ﹤0.01%
13,984
+5,583
2129
$568K ﹤0.01%
36,677
+2,960
2130
$568K ﹤0.01%
99,967
+92,376
2131
$566K ﹤0.01%
9,605
-299
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$565K ﹤0.01%
13,763
+5,809
2133
$564K ﹤0.01%
24,672
-6,614
2134
$564K ﹤0.01%
146,360
+1,981
2135
$562K ﹤0.01%
5,837
-2,030
2136
$561K ﹤0.01%
9,666
-7,815
2137
$559K ﹤0.01%
36,721
-6,862
2138
$557K ﹤0.01%
23,928
-2,351
2139
$556K ﹤0.01%
13,355
-51,490
2140
$556K ﹤0.01%
21,181
-124,536
2141
$556K ﹤0.01%
12,658
-47,844
2142
$555K ﹤0.01%
69,617
-21,350
2143
$555K ﹤0.01%
+1,273
2144
$555K ﹤0.01%
7,260
-8,108
2145
$555K ﹤0.01%
6,350
2146
$555K ﹤0.01%
13,610
-30,113
2147
$553K ﹤0.01%
37,950
-701,930
2148
$553K ﹤0.01%
5,559
-24,957
2149
$553K ﹤0.01%
33,147
+2,529
2150
$553K ﹤0.01%
27,228
+359