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
2151
$552K ﹤0.01%
29,840
+7,730
2152
$552K ﹤0.01%
12,762
+73
2153
$552K ﹤0.01%
9,789
+1,847
2154
$551K ﹤0.01%
3,083
+2,393
2155
$550K ﹤0.01%
24,000
2156
$550K ﹤0.01%
18,614
-605
2157
$550K ﹤0.01%
30,773
-33,119
2158
$549K ﹤0.01%
41,203
+2,029
2159
$546K ﹤0.01%
29,348
-1,355
2160
$544K ﹤0.01%
34,475
-1,477
2161
$542K ﹤0.01%
17,179
+3,623
2162
$541K ﹤0.01%
49,935
-222,134
2163
$540K ﹤0.01%
10,946
-2,497
2164
$540K ﹤0.01%
18,631
-50,365
2165
$539K ﹤0.01%
10,283
+7,349
2166
$539K ﹤0.01%
32,539
-11,150
2167
$538K ﹤0.01%
15,012
-24,675
2168
$538K ﹤0.01%
110,714
+64,409
2169
$538K ﹤0.01%
33,818
+22,514
2170
$537K ﹤0.01%
6,522
2171
$537K ﹤0.01%
17,878
-9,628
2172
$537K ﹤0.01%
9,055
-1,723
2173
$536K ﹤0.01%
2,421
+1,203
2174
$535K ﹤0.01%
11,833
-43,353
2175
$535K ﹤0.01%
3,303
+3,042