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
$61.3B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,169
New
Increased
Reduced
Closed

Top Buys

1 +$996M
2 +$397M
3 +$362M
4
CMCSA icon
Comcast
CMCSA
+$312M
5
DD icon
DuPont de Nemours
DD
+$262M

Sector Composition

1 Technology 20.46%
2 Financials 10.38%
3 Consumer Discretionary 9.4%
4 Healthcare 9.13%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$456K ﹤0.01%
24,896
+4,050
2327
$456K ﹤0.01%
55,500
+44,700
2328
$455K ﹤0.01%
13,071
-1,375
2329
$454K ﹤0.01%
11,314
+4,570
2330
$454K ﹤0.01%
6,958
-54,077
2331
$453K ﹤0.01%
130,287
+8,045
2332
$452K ﹤0.01%
14,114
+2,796
2333
$452K ﹤0.01%
31,031
+7,409
2334
$451K ﹤0.01%
14,035
+8,095
2335
$450K ﹤0.01%
22,830
+449
2336
$449K ﹤0.01%
8,077
-1,463
2337
$447K ﹤0.01%
32,498
+3,557
2338
$447K ﹤0.01%
43,782
-30,465
2339
$447K ﹤0.01%
73,553
+30,361
2340
$445K ﹤0.01%
81,387
+53,757
2341
$445K ﹤0.01%
222,802
-83,972
2342
$443K ﹤0.01%
15,767
-109,723
2343
$443K ﹤0.01%
12,444
+5,694
2344
$443K ﹤0.01%
27,919
+2,502
2345
$442K ﹤0.01%
+34,558
2346
$442K ﹤0.01%
39,551
+22,184
2347
$441K ﹤0.01%
88,103
+195
2348
$441K ﹤0.01%
33,548
+7,332
2349
$439K ﹤0.01%
15,355
-44,075
2350
$437K ﹤0.01%
47,263
+25,075