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
$91B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,625
New
Increased
Reduced
Closed

Top Buys

1 +$652M
2 +$518M
3 +$406M
4
PG icon
Procter & Gamble
PG
+$373M
5
MSFT icon
Microsoft
MSFT
+$351M

Top Sells

1 +$642M
2 +$570M
3 +$490M
4
CELG
Celgene Corp
CELG
+$411M
5
BPL
Buckeye Partners, L.P.
BPL
+$380M

Sector Composition

1 Technology 17.54%
2 Healthcare 11.42%
3 Financials 10.41%
4 Consumer Discretionary 9.33%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$1.01M ﹤0.01%
10,513
+1,227
2252
$1.01M ﹤0.01%
140,267
-47,728
2253
$1.01M ﹤0.01%
141,326
-126,123
2254
$1.01M ﹤0.01%
73,698
+15,762
2255
$1M ﹤0.01%
23,660
+9,410
2256
$995K ﹤0.01%
18,489
+15,595
2257
$993K ﹤0.01%
47,527
+16,322
2258
$989K ﹤0.01%
100,037
+48,216
2259
$987K ﹤0.01%
33,627
-2,899
2260
$987K ﹤0.01%
27,259
-143,389
2261
$986K ﹤0.01%
9,551
+1,951
2262
$985K ﹤0.01%
56,265
+19,379
2263
$982K ﹤0.01%
16,936
+4,700
2264
$980K ﹤0.01%
122,085
+30,669
2265
$980K ﹤0.01%
322,496
-170,528
2266
$978K ﹤0.01%
99,096
+13,289
2267
$977K ﹤0.01%
24,551
+7,561
2268
$977K ﹤0.01%
84,171
-315,217
2269
$976K ﹤0.01%
11,667
-233,283
2270
$967K ﹤0.01%
19,923
+1,984
2271
$959K ﹤0.01%
11,990
+770
2272
$957K ﹤0.01%
59,995
+4,285
2273
$956K ﹤0.01%
50,009
+1,242
2274
$953K ﹤0.01%
43,611
+38,861
2275
$952K ﹤0.01%
76,128
+38,606