Barclays

Barclays Portfolio holdings

AUM $252B
1-Year Est. Return 13.82%
 

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
+13.82%
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
1
$795M 0.88%
3,673,593
-2,741,569
2
$716M 0.79%
7,976,117
+5,638,310
3
$670M 0.74%
23,711,860
-2,306,780
4
$545M 0.6%
14,550,725
+2,303,143
5
$497M 0.55%
6,214,987
+3,657,091
6
$414M 0.46%
7,182,179
-3,741,947
7
$403M 0.45%
3,244,987
+434,848
8
$390M 0.43%
3,299,460
+787,406
9
$388M 0.43%
3,665,543
+610,009
10
$365M 0.41%
3,166,958
-723,867
11
$337M 0.37%
10,538,729
-459,472
12
$332M 0.37%
10,481,240
+5,037,293
13
$329M 0.37%
2,169,365
+787,380
14
$313M 0.35%
2,299,599
+962,841
15
$274M 0.3%
3,468,319
+2,014,666
16
$268M 0.3%
3,069,062
-218,221
17
$266M 0.3%
8,277,476
-19,463
18
$243M 0.27%
15,537,882
-11,024,407
19
$241M 0.27%
3,612,613
+579,221
20
$239M 0.27%
7,791,715
-261,437
21
$233M 0.26%
2,920,530
-932,683
22
$223M 0.25%
1,164,635
+831,384
23
$211M 0.23%
2,555,307
+411,668
24
$203M 0.22%
4,701,449
+1,496,321
25
$200M 0.22%
1,408,901
+141,887
1
2 3 4 5