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 | |
|---|---|---|---|---|---|---|
426
Helmerich & Payne
HP
$2.07B
| $90.2M | 0.05% |
+1,444,248
| New | +$90.2M |
|
427
Fifth Third Bancorp
FITB
$30.6B
| $90M | 0.05% |
+4,987,933
| New | +$90M |
|
428
Akamai
AKAM
$11.1B
| $89.4M | 0.05% |
+2,099,999
| New | +$89.4M |
|
429
Chart Industries
GTLS
$8.96B
| $89M | 0.05% |
+945,410
| New | +$89M |
|
430
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.11B
| $88.8M | 0.05% |
+1,837,863
| New | +$88.8M |
|
431
Royal Gold
RGLD
$11.9B
| $88.8M | 0.05% |
+2,110,363
| New | +$88.8M |
|
432
Seagate
STX
$39.1B
| $88.7M | 0.05% |
+1,979,561
| New | +$88.7M |
|
433
FedEx
FDX
$53.2B
| $88.7M | 0.05% |
+899,433
| New | +$88.7M |
|
434
Vanguard Dividend Appreciation ETF
VIG
$95.7B
| $88.3M | 0.05% |
+1,333,729
| New | +$88.3M |
|
435
Regeneron Pharmaceuticals
REGN
$60.1B
| $88.1M | 0.05% |
+391,909
| New | +$88.1M |
|
436
iShares MSCI Japan ETF
EWJ
$15.4B
| $88.1M | 0.05% |
+1,963,340
| New | +$88.1M |
|
437
Yum! Brands
YUM
$39.9B
| $87.3M | 0.05% |
+1,751,258
| New | +$87.3M |
|
438
Guidewire Software
GWRE
$18.3B
| $87M | 0.05% |
+2,070,078
| New | +$87M |
|
|
MDVN
439
DELISTED
MEDIVATION, INC.
MDVN
| $86.1M | 0.04% |
+3,498,038
| New | +$86.1M |
|
440
SPX Corp
SPXC
$9.22B
| $85.7M | 0.04% |
+4,728,468
| New | +$85.7M |
|
|
TW
441
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $85.4M | 0.04% |
+1,041,937
| New | +$85.4M |
|
|
BRCM
442
DELISTED
BROADCOM CORP CL-A
BRCM
| $85.2M | 0.04% |
+2,521,194
| New | +$85.2M |
|
|
CSE
443
DELISTED
CAPITALSOURCE INC
CSE
| $84.7M | 0.04% |
+9,029,445
| New | +$84.7M |
|
444
Baidu
BIDU
$33.8B
| $84.6M | 0.04% |
+894,078
| New | +$84.6M |
|
445
Fastenal
FAST
$57.7B
| $84.4M | 0.04% |
+7,371,716
| New | +$84.4M |
|
446
Rio Tinto
RIO
$101B
| $84.3M | 0.04% |
+2,053,159
| New | +$84.3M |
|
447
Trane Technologies
TT
$91.9B
| $83.9M | 0.04% |
+1,891,974
| New | +$83.9M |
|
|
GG
448
DELISTED
Goldcorp Inc
GG
| $83.9M | 0.04% |
+3,392,485
| New | +$83.9M |
|
449
Conagra Brands
CAG
$9.07B
| $83.6M | 0.04% |
+3,074,238
| New | +$83.6M |
|
|
RDS.B
450
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $83.1M | 0.04% |
+1,253,648
| New | +$83.1M |
|