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 | |
|---|---|---|---|---|---|---|
401
PPL Corp
PPL
$27B
| $97.4M | 0.05% |
+3,219,549
| New | +$97.4M |
|
|
AZPN
402
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $97.4M | 0.05% |
+3,382,661
| New | +$97.4M |
|
|
CBI
403
DELISTED
Chicago Bridge & Iron Nv
CBI
| $96.5M | 0.05% |
+1,617,317
| New | +$96.5M |
|
404
Truist Financial
TFC
$60.4B
| $96.5M | 0.05% |
+2,847,435
| New | +$96.5M |
|
405
DuPont de Nemours
DD
$32.2B
| $96M | 0.05% |
+2,982,749
| New | +$96M |
|
406
iShares Agency Bond ETF
AGZ
$614M
| $95.5M | 0.05% |
+862,812
| New | +$95.5M |
|
407
ACI Worldwide
ACIW
$5.09B
| $95.4M | 0.05% |
+2,052,386
| New | +$95.4M |
|
408
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.13B
| $95.2M | 0.05% |
+2,097,647
| New | +$95.2M |
|
409
Infosys
INFY
$69.7B
| $93.7M | 0.05% |
+2,275,902
| New | +$93.7M |
|
410
Republic Services
RSG
$73B
| $93.6M | 0.05% |
+2,757,119
| New | +$93.6M |
|
411
Macy's
M
$3.66B
| $93.4M | 0.05% |
+1,945,663
| New | +$93.4M |
|
412
TransDigm Group
TDG
$78.8B
| $93.3M | 0.05% |
+595,174
| New | +$93.3M |
|
413
Stratasys
SSYS
$906M
| $93.3M | 0.05% |
+1,113,753
| New | +$93.3M |
|
|
RTN
414
DELISTED
Raytheon Company
RTN
| $93.1M | 0.05% |
+1,408,753
| New | +$93.1M |
|
415
Nucor
NUE
$34.1B
| $93M | 0.05% |
+2,147,516
| New | +$93M |
|
416
iShares MSCI Pacific ex Japan ETF
EPP
$1.83B
| $92.9M | 0.05% |
+2,159,665
| New | +$92.9M |
|
417
Simon Property Group
SPG
$59B
| $92.9M | 0.05% |
+588,245
| New | +$92.9M |
|
418
Eastman Chemical
EMN
$8.08B
| $92.6M | 0.05% |
+1,322,398
| New | +$92.6M |
|
|
DTV
419
DELISTED
DIRECTV COM STK (DE)
DTV
| $92.5M | 0.05% |
+1,501,370
| New | +$92.5M |
|
420
Silicon Laboratories
SLAB
$4.41B
| $92.4M | 0.05% |
+2,232,099
| New | +$92.4M |
|
421
Vulcan Materials
VMC
$38.5B
| $92.1M | 0.05% |
+1,902,583
| New | +$92.1M |
|
|
FLTX
422
DELISTED
Fleetmatics Group PLC
FLTX
| $92M | 0.05% |
+2,769,374
| New | +$92M |
|
|
GPOR
423
DELISTED
Gulfport Energy Corp.
GPOR
| $91.1M | 0.05% |
+1,933,680
| New | +$91.1M |
|
|
KMP
424
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $91M | 0.05% |
+1,065,774
| New | +$91M |
|
425
Public Service Enterprise Group
PEG
$41.1B
| $90.4M | 0.05% |
+2,769,356
| New | +$90.4M |
|