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
2176
$534K ﹤0.01%
34,169
+2,884
2177
$530K ﹤0.01%
5,968
-5,989
2178
$528K ﹤0.01%
32,512
+10,982
2179
$526K ﹤0.01%
6,654
-4,981
2180
$523K ﹤0.01%
42,222
+10,980
2181
$523K ﹤0.01%
51,788
+29,812
2182
$522K ﹤0.01%
11,636
-11,242
2183
$521K ﹤0.01%
15,475
+8,965
2184
$521K ﹤0.01%
23,496
+3,336
2185
$521K ﹤0.01%
13,300
2186
$520K ﹤0.01%
13,795
-4,952
2187
$520K ﹤0.01%
32,300
-15,466
2188
$520K ﹤0.01%
58,765
+58,600
2189
$520K ﹤0.01%
20,816
-2,528
2190
$520K ﹤0.01%
81,267
+36,317
2191
$519K ﹤0.01%
10,988
2192
$518K ﹤0.01%
10,267
-20,126
2193
$518K ﹤0.01%
46,042
+33,970
2194
$515K ﹤0.01%
59,873
-15,819
2195
$515K ﹤0.01%
2,482
-2,872
2196
$515K ﹤0.01%
218,010
-27,630
2197
$515K ﹤0.01%
25,568
+22,121
2198
$513K ﹤0.01%
15,524
-33,879
2199
$513K ﹤0.01%
21,140
-101,665
2200
$512K ﹤0.01%
10,325
+3,815