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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares MSCI United Kingdom ETF
EWU
$2.86B
| $132M | 0.07% |
+7,485,788
| New | +$132M |
|
|
RDS.A
327
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $131M | 0.07% |
+2,057,926
| New | +$131M |
|
328
iShares Russell 1000 ETF
IWB
$42.9B
| $130M | 0.07% |
+1,448,334
| New | +$130M |
|
329
Aptiv
APTV
$17.1B
| $128M | 0.07% |
+2,527,143
| New | +$128M |
|
330
Viatris
VTRS
$12.3B
| $127M | 0.07% |
+4,105,293
| New | +$127M |
|
331
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| $127M | 0.07% |
+1,531,306
| New | +$127M |
|
332
Church & Dwight Co
CHD
$22.7B
| $127M | 0.07% |
+2,056,339
| New | +$127M |
|
333
Graco
GGG
$14B
| $126M | 0.07% |
+1,994,983
| New | +$126M |
|
|
PCL
334
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $126M | 0.07% |
+2,700,239
| New | +$126M |
|
335
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
| $126M | 0.07% |
+4,038,122
| New | +$126M |
|
336
Delta Air Lines
DAL
$39.9B
| $125M | 0.06% |
+6,698,812
| New | +$125M |
|
|
HOT
337
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $125M | 0.06% |
+1,978,248
| New | +$125M |
|
|
TIF
338
DELISTED
Tiffany & Co.
TIF
| $124M | 0.06% |
+1,701,223
| New | +$124M |
|
339
WEC Energy
WEC
$34.1B
| $123M | 0.06% |
+3,010,248
| New | +$123M |
|
|
MXIM
340
DELISTED
Maxim Integrated Products
MXIM
| $123M | 0.06% |
+4,433,400
| New | +$123M |
|
341
Ross Stores
ROST
$49.5B
| $123M | 0.06% |
+1,894,955
| New | +$123M |
|
342
MarketAxess Holdings
MKTX
$6.73B
| $123M | 0.06% |
+2,624,647
| New | +$123M |
|
343
Trip.com Group
TCOM
$46.8B
| $123M | 0.06% |
+3,757,955
| New | +$123M |
|
344
iShares MSCI Germany ETF
EWG
$2.49B
| $122M | 0.06% |
+4,929,610
| New | +$122M |
|
345
Cummins
CMI
$54.5B
| $122M | 0.06% |
+1,121,307
| New | +$122M |
|
346
iShares 3-7 Year Treasury Bond ETF
IEI
$16.7B
| $122M | 0.06% |
+1,007,155
| New | +$122M |
|
347
IPG Photonics
IPGP
$3.38B
| $121M | 0.06% |
+1,989,387
| New | +$121M |
|
348
New Oriental
EDU
$8.03B
| $120M | 0.06% |
+5,408,124
| New | +$120M |
|
349
Cardinal Health
CAH
$35.7B
| $119M | 0.06% |
+2,527,119
| New | +$119M |
|
350
Lockheed Martin
LMT
$106B
| $118M | 0.06% |
+1,091,824
| New | +$118M |
|