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
$30.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$293M
3 +$160M
4
GILD icon
Gilead Sciences
GILD
+$159M
5
LNKD
LinkedIn Corporation
LNKD
+$159M

Top Sells

1 +$593M
2 +$265M
3 +$236M
4
EMC
EMC CORPORATION
EMC
+$225M
5
MSFT icon
Microsoft
MSFT
+$216M

Sector Composition

1 Technology 13.34%
2 Healthcare 11.3%
3 Financials 9.88%
4 Consumer Discretionary 8.72%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$76K ﹤0.01%
+5,545
2452
$76K ﹤0.01%
75
2453
$76K ﹤0.01%
1,970
+1,442
2454
$76K ﹤0.01%
6,596
+42
2455
$76K ﹤0.01%
2,894
+230
2456
$76K ﹤0.01%
2,655
-42,824
2457
$76K ﹤0.01%
14,724
-13,604
2458
$76K ﹤0.01%
1,625
-213
2459
$76K ﹤0.01%
4,885
+3,899
2460
$75K ﹤0.01%
10,865
-10,050
2461
$75K ﹤0.01%
+1,271
2462
$75K ﹤0.01%
3,543
+3,321
2463
$75K ﹤0.01%
6,920
+3,406
2464
$75K ﹤0.01%
1,323
-47,477
2465
$75K ﹤0.01%
4,806
+4,426
2466
$74K ﹤0.01%
2,528
+1,854
2467
$74K ﹤0.01%
12,316
-123,018
2468
$74K ﹤0.01%
977
+946
2469
$74K ﹤0.01%
2,900
2470
$74K ﹤0.01%
6,056
+2,053
2471
$74K ﹤0.01%
1,508
+1,502
2472
$73K ﹤0.01%
5,041
+1,257
2473
$73K ﹤0.01%
707
-123
2474
$73K ﹤0.01%
7,167
-7,667
2475
$72K ﹤0.01%
1,234
-857