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
2326
$401K ﹤0.01%
9,102
+910
2327
$400K ﹤0.01%
8,280
+797
2328
$399K ﹤0.01%
6,986
-31,348
2329
$398K ﹤0.01%
10,737
+2,692
2330
$398K ﹤0.01%
7,457
-24,376
2331
$398K ﹤0.01%
22,239
+14,809
2332
$398K ﹤0.01%
8,967
+2,344
2333
$396K ﹤0.01%
11,403
+7,372
2334
$395K ﹤0.01%
110,943
+24,343
2335
$395K ﹤0.01%
60,191
-118,001
2336
$394K ﹤0.01%
24,457
2337
$394K ﹤0.01%
28,910
-35,118
2338
$394K ﹤0.01%
2,170
-830
2339
$393K ﹤0.01%
5,489
-10,919
2340
$392K ﹤0.01%
15,328
+3,848
2341
$392K ﹤0.01%
16,023
-12,138
2342
$391K ﹤0.01%
16,899
-1,794
2343
$390K ﹤0.01%
9,158
-22,198
2344
$388K ﹤0.01%
16,426
-2,611
2345
$387K ﹤0.01%
3,125
+893
2346
$387K ﹤0.01%
50,488
-23,295
2347
$386K ﹤0.01%
4,581
-2,500
2348
$386K ﹤0.01%
12,179
+6,954
2349
$385K ﹤0.01%
8,373
+2,314
2350
$384K ﹤0.01%
6,060