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
2201
$512K ﹤0.01%
6,933
+1,695
2202
$511K ﹤0.01%
10,490
-7,107
2203
$511K ﹤0.01%
23,234
+12,347
2204
$511K ﹤0.01%
8,023
-117
2205
$509K ﹤0.01%
24,140
-82,544
2206
$509K ﹤0.01%
14,187
-25,552
2207
$509K ﹤0.01%
12,358
-131,229
2208
$507K ﹤0.01%
28,620
+21,376
2209
$507K ﹤0.01%
19,221
-10,823
2210
$506K ﹤0.01%
108,079
-179,737
2211
$505K ﹤0.01%
24,683
+3,874
2212
$505K ﹤0.01%
40,496
+33,633
2213
$504K ﹤0.01%
22,281
+12,465
2214
$503K ﹤0.01%
21,954
-3,532
2215
$502K ﹤0.01%
8,697
+1,039
2216
$502K ﹤0.01%
25,702
+11,598
2217
$502K ﹤0.01%
19,645
-4,862
2218
$500K ﹤0.01%
27,227
+8,702
2219
$499K ﹤0.01%
2,143
-1,957
2220
$497K ﹤0.01%
32,416
-159,852
2221
$496K ﹤0.01%
1,629
-122
2222
$495K ﹤0.01%
12,319
-2,152
2223
$493K ﹤0.01%
3,100
2224
$490K ﹤0.01%
12,790
-3,411
2225
$489K ﹤0.01%
13,780
-42