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
2301
$915K ﹤0.01%
39,207
-4,141
2302
$915K ﹤0.01%
53,161
-2,089
2303
$911K ﹤0.01%
55,249
+49,346
2304
$910K ﹤0.01%
40,758
+10,780
2305
$909K ﹤0.01%
62,694
-27,944
2306
$909K ﹤0.01%
50,024
-5,482
2307
$907K ﹤0.01%
45,184
+37,483
2308
$904K ﹤0.01%
30,663
+14,527
2309
$903K ﹤0.01%
37,673
+9,887
2310
$901K ﹤0.01%
38,531
+17,260
2311
$899K ﹤0.01%
25,236
+11,079
2312
$898K ﹤0.01%
1,269
+101
2313
$897K ﹤0.01%
190,986
+90,830
2314
$896K ﹤0.01%
52,300
+50,600
2315
$896K ﹤0.01%
55,227
+18,944
2316
$892K ﹤0.01%
24,616
-82,093
2317
$891K ﹤0.01%
30,125
-128,566
2318
$891K ﹤0.01%
25,197
-49,477
2319
$891K ﹤0.01%
103,693
+36,260
2320
$888K ﹤0.01%
21,991
+16,124
2321
$887K ﹤0.01%
53,155
+18,104
2322
$885K ﹤0.01%
28,653
+7,557
2323
$885K ﹤0.01%
10,241
+3,110
2324
$884K ﹤0.01%
24,606
+5,953
2325
$883K ﹤0.01%
28,451
+13,560