Wells Fargo Portfolio holdings
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.
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Healthcare | 9.32% |
| 3 | Financials | 9.24% |
| 4 | Industrials | 9.03% |
| 5 | Consumer Discretionary | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Loews
L
$20.1B
| $283M | 0.08% |
5,635,278
+84,254
| +2% | +$4.23M |
|
252
Sealed Air
SEE
$4.78B
| $283M | 0.08% |
7,038,909
+606,062
| +9% | +$24.3M |
|
253
Dover
DOV
$24.5B
| $282M | 0.08% |
3,181,380
-84,966
| -3% | -$7.52M |
|
254
Cigna
CI
$80.3B
| $279M | 0.08% |
1,338,110
-204,176
| -13% | -$42.5M |
|
255
Dollar Tree
DLTR
$22.8B
| $277M | 0.08% |
3,394,410
+821,413
| +32% | +$67M |
|
256
Rockwell Automation
ROK
$38.6B
| $275M | 0.08% |
1,466,948
+101,289
| +7% | +$19M |
|
257
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $275M | 0.08% |
7,400,377
+324,821
| +5% | +$12.1M |
|
258
Zimmer Biomet
ZBH
$21B
| $274M | 0.08% |
2,082,290
-94,315
| -4% | -$12.4M |
|
259
MetLife
MET
$54.1B
| $272M | 0.08% |
5,821,987
+129,758
| +2% | +$6.06M |
|
260
Occidental Petroleum
OXY
$46.9B
| $272M | 0.08% |
3,305,868
-175,316
| -5% | -$14.4M |
|
|
FDC
261
DELISTED
First Data Corporation
FDC
| $272M | 0.08% |
11,098,872
-860,836
| -7% | -$21.1M |
|
262
FedEx
FDX
$54.5B
| $271M | 0.08% |
1,125,284
-171,824
| -13% | -$41.4M |
|
263
Zebra Technologies
ZBRA
$16.1B
| $270M | 0.08% |
1,526,432
+601,225
| +65% | +$106M |
|
264
Veeva Systems
VEEV
$44B
| $268M | 0.08% |
2,460,031
-462,459
| -16% | -$50.3M |
|
265
Darden Restaurants
DRI
$24.1B
| $267M | 0.08% |
2,402,331
-844,451
| -26% | -$93.9M |
|
266
GSK
GSK
$79.9B
| $266M | 0.08% |
6,621,684
-184,810
| -3% | -$7.42M |
|
267
Vanguard FTSE Europe ETF
VGK
$26.8B
| $265M | 0.08% |
4,721,682
-182,213
| -4% | -$10.2M |
|
268
M&T Bank
MTB
$31.5B
| $265M | 0.08% |
1,613,092
+33,767
| +2% | +$5.56M |
|
269
Northern Trust
NTRS
$25B
| $265M | 0.08% |
2,596,225
+207,745
| +9% | +$21.2M |
|
270
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
| $263M | 0.07% |
1,573,127
+80,866
| +5% | +$13.5M |
|
271
Vulcan Materials
VMC
$38.5B
| $262M | 0.07% |
2,359,404
+86,964
| +4% | +$9.67M |
|
272
Deere & Co
DE
$129B
| $261M | 0.07% |
1,739,017
+37,809
| +2% | +$5.68M |
|
273
Kohl's
KSS
$1.69B
| $258M | 0.07% |
3,466,306
+58,730
| +2% | +$4.38M |
|
|
EV
274
DELISTED
Eaton Vance Corp.
EV
| $258M | 0.07% |
4,912,122
-342,550
| -7% | -$18M |
|
275
Broadridge
BR
$29.9B
| $257M | 0.07% |
1,950,097
+472,524
| +32% | +$62.3M |
|