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
276
$254M 0.08%
3,479,818
-143,741
277
$253M 0.07%
3,077,243
+25,245
278
$253M 0.07%
2,707,869
-34,469
279
$252M 0.07%
2,657,882
-224,990
280
$252M 0.07%
2,381,816
+276,110
281
$248M 0.07%
3,010,528
+44,725
282
$248M 0.07%
2,258,102
+122,654
283
$246M 0.07%
2,857,667
-15,081
284
$246M 0.07%
1,131,960
-49,649
285
$245M 0.07%
1,281,850
-329,298
286
$245M 0.07%
4,801,620
+1,726,909
287
$242M 0.07%
13,029,734
+608,283
288
$242M 0.07%
992,488
-102,853
289
$242M 0.07%
2,317,675
-3,249
290
$241M 0.07%
12,950,129
-591,919
291
$233M 0.07%
3,094,004
+34,800
292
$232M 0.07%
2,038,649
-545,634
293
$231M 0.07%
3,549,966
+61,698
294
$227M 0.07%
6,256,555
-1,278,651
295
$226M 0.07%
1,537,592
-475,760
296
$225M 0.07%
4,551,708
-263,349
297
$225M 0.07%
3,708,786
+50,370
298
$223M 0.07%
1,980,704
-348,001
299
$223M 0.07%
2,158,254
+52,169
300
$222M 0.07%
1,595,502
-211,712
10 11
12
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