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
$29.7B
AUM Growth
-$3.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,081
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$319M
3 +$293M
4
GILD icon
Gilead Sciences
GILD
+$242M
5
V icon
Visa
V
+$240M

Top Sells

1 +$421M
2 +$363M
3 +$295M
4
BABA icon
Alibaba
BABA
+$263M
5
IBM icon
IBM
IBM
+$237M

Sector Composition

1 Technology 12.26%
2 Healthcare 11.67%
3 Financials 9.34%
4 Communication Services 7.79%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$90K ﹤0.01%
30,000
2252
$90K ﹤0.01%
32,248
+170
2253
$90K ﹤0.01%
+8,440
2254
$89K ﹤0.01%
5,236
-8,282
2255
$89K ﹤0.01%
1,685
-3,769
2256
$88K ﹤0.01%
7,970
+7,027
2257
$88K ﹤0.01%
3,160
2258
$88K ﹤0.01%
4,400
2259
$88K ﹤0.01%
2,438
+2,401
2260
$88K ﹤0.01%
9,820
-8,799
2261
$88K ﹤0.01%
12,600
+2,700
2262
$87K ﹤0.01%
2,574
+1,874
2263
$87K ﹤0.01%
2,100
+2,077
2264
$87K ﹤0.01%
1,887
+1,815
2265
$87K ﹤0.01%
14,566
-417,716
2266
$87K ﹤0.01%
6,705
-6,700
2267
$85K ﹤0.01%
+7,050
2268
$85K ﹤0.01%
7,767
-479
2269
$85K ﹤0.01%
17,091
-16,109
2270
$85K ﹤0.01%
2,849
-12,466
2271
$85K ﹤0.01%
2,349
+1,594
2272
$84K ﹤0.01%
+1,800
2273
$84K ﹤0.01%
3,121
-2,206
2274
$84K ﹤0.01%
4,000
2275
$84K ﹤0.01%
+2,282