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
2451
$365K ﹤0.01%
26,627
+1,470
2452
$364K ﹤0.01%
8,126
+3,271
2453
$363K ﹤0.01%
30,980
+4,864
2454
$363K ﹤0.01%
+6,263
2455
$363K ﹤0.01%
44,776
+11,742
2456
$362K ﹤0.01%
1,733
+699
2457
$362K ﹤0.01%
10,046
+4,977
2458
$361K ﹤0.01%
23,538
+1,368
2459
$359K ﹤0.01%
56,991
-699
2460
$359K ﹤0.01%
4,355
+1,514
2461
$359K ﹤0.01%
49,791
+19,404
2462
$359K ﹤0.01%
11,636
+5,836
2463
$358K ﹤0.01%
13,190
-38,302
2464
$358K ﹤0.01%
49,956
+4,810
2465
$357K ﹤0.01%
13,855
-13,679
2466
$357K ﹤0.01%
7,141
-2,395
2467
$356K ﹤0.01%
22,011
+12,853
2468
$356K ﹤0.01%
25,086
+10,995
2469
$353K ﹤0.01%
+2,643
2470
$351K ﹤0.01%
3,430
2471
$350K ﹤0.01%
39,122
+26,215
2472
$349K ﹤0.01%
135,213
+44,465
2473
$347K ﹤0.01%
13,856
-27,696
2474
$346K ﹤0.01%
23,502
-1,718
2475
$346K ﹤0.01%
73,037
+14,884