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
$50.3B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,721
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$526M
3 +$449M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$284M
5
CMCSA icon
Comcast
CMCSA
+$222M

Top Sells

1 +$302M
2 +$248M
3 +$199M
4
AAPL icon
Apple
AAPL
+$194M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$177M

Sector Composition

1 Healthcare 9.19%
2 Energy 8.78%
3 Technology 7.86%
4 Communication Services 7.01%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$155K ﹤0.01%
7,060
-2,982
2402
$155K ﹤0.01%
2,150
-2,967
2403
$155K ﹤0.01%
5,154
-22,168
2404
$154K ﹤0.01%
642
-314
2405
$154K ﹤0.01%
3,750
+2,598
2406
$154K ﹤0.01%
9,046
-240,883
2407
$154K ﹤0.01%
5,314
-11,798
2408
$153K ﹤0.01%
5,088
+558
2409
$152K ﹤0.01%
5,274
+3,141
2410
$152K ﹤0.01%
1,846
2411
$152K ﹤0.01%
3,807
-2,035
2412
$152K ﹤0.01%
10,128
-8,124
2413
$152K ﹤0.01%
2,150
+1,510
2414
$152K ﹤0.01%
18,935
-68,292
2415
$152K ﹤0.01%
5,862
+1,989
2416
$151K ﹤0.01%
1,367
+36
2417
$151K ﹤0.01%
7,209
+4,695
2418
$151K ﹤0.01%
373
+22
2419
$151K ﹤0.01%
3,537
-8,910
2420
$150K ﹤0.01%
6,242
+3,516
2421
$150K ﹤0.01%
9,383
2422
$150K ﹤0.01%
15,000
2423
$150K ﹤0.01%
+11,572
2424
$150K ﹤0.01%
8,795
-11,992
2425
$149K ﹤0.01%
1,715
+1,300