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
2151
$160K ﹤0.01%
14,018
-4,693
2152
$159K ﹤0.01%
4,974
-14,812
2153
$158K ﹤0.01%
28,068
-90,083
2154
$157K ﹤0.01%
3,026
-20,928
2155
$157K ﹤0.01%
13,683
+7,958
2156
$156K ﹤0.01%
6,682
-1,672
2157
$156K ﹤0.01%
1,906
-16,018
2158
$156K ﹤0.01%
37,563
-262
2159
$155K ﹤0.01%
3,931
+2,456
2160
$155K ﹤0.01%
5,570
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2161
$154K ﹤0.01%
+1,949
2162
$154K ﹤0.01%
10,858
+1,595
2163
$154K ﹤0.01%
14,577
-38,423
2164
$153K ﹤0.01%
3,161
-16,892
2165
$153K ﹤0.01%
6,812
+6,727
2166
$152K ﹤0.01%
+1,453
2167
$152K ﹤0.01%
2,407
+949
2168
$151K ﹤0.01%
6,704
-5,299
2169
$151K ﹤0.01%
4,187
-1,563
2170
$151K ﹤0.01%
17,712
+8,278
2171
$151K ﹤0.01%
5,046
-20,301
2172
$150K ﹤0.01%
+64,350
2173
$150K ﹤0.01%
2,080
-26,067
2174
$150K ﹤0.01%
7,892
+6,213
2175
$149K ﹤0.01%
11,400
-600