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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$323K ﹤0.01%
15,985
-3,115
2152
$322K ﹤0.01%
3,231
+2,484
2153
$322K ﹤0.01%
19,239
-122,731
2154
$320K ﹤0.01%
9,182
-3,406
2155
$319K ﹤0.01%
5,549
+5,107
2156
$319K ﹤0.01%
18,611
-7,646
2157
$318K ﹤0.01%
14,911
+10,835
2158
$318K ﹤0.01%
12,072
+2,650
2159
$318K ﹤0.01%
26,966
+19,634
2160
$315K ﹤0.01%
47,277
-19,694
2161
$313K ﹤0.01%
65,879
+61,793
2162
$313K ﹤0.01%
1,333
+1,300
2163
$313K ﹤0.01%
+57,576
2164
$313K ﹤0.01%
8,378
-204,887
2165
$312K ﹤0.01%
72,591
+52,641
2166
$311K ﹤0.01%
16,307
+945
2167
$311K ﹤0.01%
4,276
+1,777
2168
$311K ﹤0.01%
38,776
+36,136
2169
$310K ﹤0.01%
27,181
+25,021
2170
$310K ﹤0.01%
+57,900
2171
$310K ﹤0.01%
24,267
+21,214
2172
$310K ﹤0.01%
16,500
+13,791
2173
$309K ﹤0.01%
21,821
-17,957
2174
$309K ﹤0.01%
6,950
-12,451
2175
$309K ﹤0.01%
136,115
+42,535