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
2351
$223K ﹤0.01%
3,748
+769
2352
$223K ﹤0.01%
20,574
+2,377
2353
$222K ﹤0.01%
52,036
+28,390
2354
$221K ﹤0.01%
12,820
+12,591
2355
$221K ﹤0.01%
7,682
+7,499
2356
$221K ﹤0.01%
11,531
-1,413
2357
$221K ﹤0.01%
+6,921
2358
$221K ﹤0.01%
8,880
-37,429
2359
$221K ﹤0.01%
7,098
+6,395
2360
$220K ﹤0.01%
45,297
+7,492
2361
$220K ﹤0.01%
21,027
+6,784
2362
$219K ﹤0.01%
13,538
+13,138
2363
$219K ﹤0.01%
12,809
-273
2364
$219K ﹤0.01%
8,149
-43,401
2365
$218K ﹤0.01%
8,284
-67,869
2366
$218K ﹤0.01%
56,377
+38,789
2367
$218K ﹤0.01%
1,267
+326
2368
$218K ﹤0.01%
18,611
+17,907
2369
$217K ﹤0.01%
3,950
-2,720
2370
$217K ﹤0.01%
10,426
+8,003
2371
$217K ﹤0.01%
14,855
+10,624
2372
$217K ﹤0.01%
12,860
-5,990
2373
$216K ﹤0.01%
28,892
+25,930
2374
$216K ﹤0.01%
6,602
-2,373
2375
$216K ﹤0.01%
8,844
+4,952