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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$623K ﹤0.01%
5,320
-17,554
2177
$622K ﹤0.01%
109,852
2178
$621K ﹤0.01%
16,736
-10,226
2179
$618K ﹤0.01%
+1,142
2180
$614K ﹤0.01%
60,801
+24,937
2181
$613K ﹤0.01%
12,026
-13,742
2182
$613K ﹤0.01%
53,402
+5,735
2183
$610K ﹤0.01%
45,631
+4,205
2184
$610K ﹤0.01%
10,644
+1,349
2185
$609K ﹤0.01%
61,612
-523,602
2186
$605K ﹤0.01%
74,403
+23,238
2187
$604K ﹤0.01%
42,960
-23,928
2188
$601K ﹤0.01%
27,762
+10,170
2189
$600K ﹤0.01%
16,897
+4,406
2190
$600K ﹤0.01%
40,876
-193,779
2191
$598K ﹤0.01%
26,839
+4,247
2192
$597K ﹤0.01%
8,184
+683
2193
$596K ﹤0.01%
176,196
+71,912
2194
$595K ﹤0.01%
58,565
+6,927
2195
$594K ﹤0.01%
26,570
-11,997
2196
$593K ﹤0.01%
36,600
-21,880
2197
$592K ﹤0.01%
2,150
+636
2198
$591K ﹤0.01%
59,339
-13,036
2199
$591K ﹤0.01%
4,395
+1,429
2200
$591K ﹤0.01%
39,746
-11,266