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
| 1 |
iShares Russell 2000 ETF
IWM
|
$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$351M |
| 4 |
Microsoft
MSFT
|
$302M |
| 5 |
Bank of New York Mellon
BK
|
$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
T Rowe Price
TROW
$23.8B
| $283M | 0.07% |
1,866,351
+245,692
| +15% | +$37.2M |
|
277
United Rentals
URI
$62.7B
| $281M | 0.07% |
1,213,614
-354,691
| -23% | -$82.3M |
|
278
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $280M | 0.07% |
5,081,666
+90,386
| +2% | +$4.99M |
|
279
Northrop Grumman
NOC
$83.2B
| $280M | 0.07% |
919,532
+118,441
| +15% | +$36.1M |
|
280
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $277M | 0.07% |
1,306,451
+56,945
| +5% | +$12.1M |
|
281
Chemed
CHE
$6.79B
| $277M | 0.07% |
520,092
+131,819
| +34% | +$70.2M |
|
|
PSTH
282
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
| $277M | 0.07% |
9,985,813
+184,218
| +2% | +$5.11M |
|
283
General Mills
GIS
$27B
| $276M | 0.07% |
4,701,634
+369,143
| +9% | +$21.7M |
|
284
Yum China
YUMC
$16.5B
| $276M | 0.07% |
4,829,859
+752,509
| +18% | +$43M |
|
285
Invitation Homes
INVH
$18.5B
| $273M | 0.07% |
9,198,332
-74,619
| -0.8% | -$2.22M |
|
286
MSCI
MSCI
$42.9B
| $270M | 0.06% |
604,577
+74,326
| +14% | +$33.2M |
|
287
HDFC Bank
HDB
$361B
| $269M | 0.06% |
3,719,919
+60,815
| +2% | +$4.39M |
|
288
Regions Financial
RF
$24.1B
| $268M | 0.06% |
16,634,883
-1,624,559
| -9% | -$26.2M |
|
289
Waste Connections
WCN
$46.1B
| $268M | 0.06% |
2,613,143
-1,350,336
| -34% | -$139M |
|
290
Monolithic Power Systems
MPWR
$41.5B
| $268M | 0.06% |
731,167
+4,226
| +0.6% | +$1.55M |
|
291
Newmont
NEM
$83.7B
| $265M | 0.06% |
4,420,289
+146,156
| +3% | +$8.75M |
|
292
StoneCo
STNE
$4.63B
| $263M | 0.06% |
3,137,603
+367,317
| +13% | +$30.8M |
|
293
Shopify
SHOP
$191B
| $263M | 0.06% |
2,323,960
+358,870
| +18% | +$40.6M |
|
294
Exact Sciences
EXAS
$10.2B
| $263M | 0.06% |
1,984,589
-284,843
| -13% | -$37.7M |
|
295
Equinix
EQIX
$75.7B
| $263M | 0.06% |
367,719
+23,852
| +7% | +$17M |
|
296
CME Group
CME
$94.4B
| $261M | 0.06% |
1,434,000
-408,827
| -22% | -$74.4M |
|
297
Amphenol
APH
$135B
| $261M | 0.06% |
7,984,052
+841,272
| +12% | +$27.5M |
|
298
CrowdStrike
CRWD
$105B
| $261M | 0.06% |
1,229,980
+123,628
| +11% | +$26.2M |
|
|
ZEN
299
DELISTED
ZENDESK INC
ZEN
| $260M | 0.06% |
1,813,991
-60,075
| -3% | -$8.6M |
|
300
Atlassian
TEAM
$45.2B
| $259M | 0.06% |
1,106,792
+70,772
| +7% | +$16.6M |
|