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
2401
$343K ﹤0.01%
16,439
-13,410
2402
$342K ﹤0.01%
219
-773
2403
$342K ﹤0.01%
42,920
+1,851
2404
$342K ﹤0.01%
26,934
+12,620
2405
$342K ﹤0.01%
12,442
-103,061
2406
$341K ﹤0.01%
12,410
-13,540
2407
$340K ﹤0.01%
14,365
+3,053
2408
$339K ﹤0.01%
12,497
+3,365
2409
$339K ﹤0.01%
12,037
-696
2410
$338K ﹤0.01%
23,612
+10,522
2411
$338K ﹤0.01%
44,170
+22,709
2412
$337K ﹤0.01%
20,036
-34,889
2413
$335K ﹤0.01%
14,881
-1,309
2414
$335K ﹤0.01%
55,771
+34,662
2415
$334K ﹤0.01%
20,212
-18,051
2416
$333K ﹤0.01%
16,760
+5,921
2417
$333K ﹤0.01%
13,345
-8,956
2418
$333K ﹤0.01%
1,117
+179
2419
$333K ﹤0.01%
11,764
-3,361
2420
$332K ﹤0.01%
18,345
+9,692
2421
$332K ﹤0.01%
4,915
-10,139
2422
$332K ﹤0.01%
51,000
-8,204
2423
$330K ﹤0.01%
8,072
-941
2424
$330K ﹤0.01%
4,495
2425
$330K ﹤0.01%
16,869
-15,708