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
$42.4B
AUM Growth
+$8.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Sells

1 +$386M
2 +$235M
3 +$210M
4
LLTC
Linear Technology Corp
LLTC
+$175M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$144M

Sector Composition

1 Technology 12.48%
2 Healthcare 11.39%
3 Financials 9.24%
4 Communication Services 8.45%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$243K ﹤0.01%
3,514
+1,098
2302
$243K ﹤0.01%
6,304
+2,251
2303
$242K ﹤0.01%
28,101
+26,901
2304
$241K ﹤0.01%
5,588
-72
2305
$241K ﹤0.01%
22,716
+8,199
2306
$241K ﹤0.01%
6,501
-3,623
2307
$240K ﹤0.01%
+16,588
2308
$240K ﹤0.01%
14,405
-5,809
2309
$240K ﹤0.01%
+15,635
2310
$240K ﹤0.01%
16,207
-5,929
2311
$239K ﹤0.01%
8,084
-2,180
2312
$239K ﹤0.01%
2,253
+704
2313
$238K ﹤0.01%
17,545
-16,167
2314
$238K ﹤0.01%
24,764
+2,596
2315
$238K ﹤0.01%
21,682
-55,503
2316
$237K ﹤0.01%
+72,800
2317
$237K ﹤0.01%
14,785
-36,321
2318
$237K ﹤0.01%
3,185
-4,700
2319
$237K ﹤0.01%
25,676
-25,671
2320
$236K ﹤0.01%
35,516
-4,376
2321
$234K ﹤0.01%
13,575
+12,441
2322
$233K ﹤0.01%
9,875
-2,350
2323
$233K ﹤0.01%
8,586
+5,214
2324
$233K ﹤0.01%
5,654
+4,572
2325
$232K ﹤0.01%
5,224
-17,571