Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year 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 Return
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SKYX icon
4426
SKYX Platforms
SKYX
$145M
$38.5K ﹤0.01%
15,282
+14
+0.1% +$35
XCOR icon
4427
FundX ETF
XCOR
$170M
$38.5K ﹤0.01%
+787
New +$38.5K
PDS
4428
Precision Drilling
PDS
$751M
$38.4K ﹤0.01%
+501
New +$38.4K
FFNW
4429
DELISTED
First Financial Northwest, Inc
FFNW
$38.3K ﹤0.01%
2,560
+2
+0.1% +$30
PARAA
4430
DELISTED
Paramount Global Class A
PARAA
$38.2K ﹤0.01%
1,949
+101
+5% +$1.98K
CMU
4431
MFS High Yield Municipal Trust
CMU
$88M
$38.1K ﹤0.01%
12,177
-4,666
-28% -$14.6K
SPDV icon
4432
AAM S&P 500 High Dividend Value ETF
SPDV
$74.5M
$38.1K ﹤0.01%
1,307
+8
+0.6% +$233
SLS icon
4433
SELLAS Life Sciences
SLS
$172M
$38.1K ﹤0.01%
16,140
+5,004
+45% +$11.8K
ENTA icon
4434
Enanta Pharmaceuticals
ENTA
$163M
$38K ﹤0.01%
816
-1,045
-56% -$48.6K
KEMQ icon
4435
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$34.5M
$37.9K ﹤0.01%
2,592
+1,129
+77% +$16.5K
BZUN
4436
Baozun
BZUN
$241M
$37.9K ﹤0.01%
7,149
CRBP icon
4437
Corbus Pharmaceuticals
CRBP
$141M
$37.8K ﹤0.01%
11,403
-160
-1% -$530
GHYB icon
4438
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$96.3M
$37.8K ﹤0.01%
901
MRC icon
4439
MRC Global
MRC
$1.21B
$37.7K ﹤0.01%
3,258
-1,514
-32% -$17.5K
FUTU icon
4440
Futu Holdings
FUTU
$24.8B
$37.5K ﹤0.01%
923
+467
+102% +$19K
HLF icon
4441
Herbalife
HLF
$941M
$37.4K ﹤0.01%
2,512
-3,134
-56% -$46.6K
NATR icon
4442
Nature's Sunshine
NATR
$285M
$37.3K ﹤0.01%
4,485
-33
-0.7% -$275
EDAP
4443
EDAP TMS
EDAP
$93.5M
$37.3K ﹤0.01%
3,500
UBFO icon
4444
United Security Bancshares
UBFO
$172M
$37.2K ﹤0.01%
5,093
+2
+0% +$15
ANIP icon
4445
ANI Pharmaceuticals
ANIP
$2.1B
$37K ﹤0.01%
920
-380
-29% -$15.3K
MTLS
4446
Materialise
MTLS
$312M
$36.6K ﹤0.01%
4,157
-437
-10% -$3.85K
VGZ icon
4447
Vista Gold
VGZ
$282M
$36.4K ﹤0.01%
72,427
-8,001
-10% -$4.02K
VECT
4448
DELISTED
VectivBio Holding AG Ordinary Shares
VECT
$36.3K ﹤0.01%
+4,190
New +$36.3K
AKTS
4449
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
$36.1K ﹤0.01%
12,808
-7,079
-36% -$20K
POSH
4450
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
$36.1K ﹤0.01%
2,017
-84,551
-98% -$1.51M