Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Est. Return 16.23%
 

Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.

This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337B
AUM Growth
-$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,287
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$238M
3
+$184M
4
CMCSA icon
Comcast
CMCSA
+$165M
5
SPB icon
Spectrum Brands
SPB
+$164M

Top Sells

1
+$988M
2
+$421M
3
+$348M
4
AAPL icon
Apple
AAPL
+$275M
5
GWW icon
W.W. Grainger
GWW
+$260M

Sector Composition

1 Technology 11.39%
2 Financials 9.74%
3 Industrials 8.9%
4 Healthcare 8.83%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$276M 0.08%
16,633,186
+895,978
252
$276M 0.08%
9,684,045
+1,140,897
253
$276M 0.08%
2,670,871
+215,351
254
$275M 0.08%
5,526,667
+133,196
255
$273M 0.08%
5,585,893
-139,083
256
$270M 0.08%
5,773,671
-54,135
257
$270M 0.08%
2,479,820
+84,008
258
$269M 0.08%
6,287,836
+337,440
259
$269M 0.08%
2,899,257
-31,214
260
$268M 0.08%
2,547,494
-120,876
261
$264M 0.08%
1,544,179
+228,221
262
$264M 0.08%
7,640,591
-60,198
263
$264M 0.08%
2,310,212
-34,795
264
$263M 0.08%
737,688
-170,086
265
$263M 0.08%
2,088,200
+253,821
266
$262M 0.08%
3,890,289
+274,093
267
$262M 0.08%
1,859,883
+218,530
268
$262M 0.08%
1,503,271
-89,676
269
$260M 0.08%
2,461,060
-25,517
270
$260M 0.08%
1,755,992
-390,370
271
$259M 0.08%
3,319,217
-250,513
272
$257M 0.08%
2,978,097
-301,591
273
$256M 0.08%
2,971,323
+190,117
274
$254M 0.08%
1,692,093
-207,511
275
$254M 0.08%
4,484,747
+62,846
9 10
11
12 13