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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.45B |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.09B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$599M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$381M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$327M |
Sector Composition
| 1 | Technology | 10.3% |
| 2 | Healthcare | 9.49% |
| 3 | Financials | 9.13% |
| 4 | Industrials | 8.78% |
| 5 | Consumer Discretionary | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
3M
MMM
$81.6B
| $1.57B | 0.5% |
7,544,651
-19,145
| -0.3% | -$3.99M |
|
27
PepsiCo
PEP
$210B
| $1.54B | 0.49% |
13,344,023
-719,596
| -5% | -$83.1M |
|
28
McDonald's
MCD
$225B
| $1.52B | 0.49% |
9,934,682
-821,486
| -8% | -$126M |
|
29
Merck
MRK
$212B
| $1.48B | 0.47% |
23,081,643
-1,316,220
| -5% | -$84.4M |
|
30
SPDR Dow Jones International Real Estate ETF
RWX
$300M
| $1.46B | 0.47% |
38,401,981
+1,038,963
| +3% | +$39.6M |
|
31
Chevron
CVX
$325B
| $1.42B | 0.45% |
13,583,657
-146,978
| -1% | -$15.3M |
|
32
Vanguard Total Bond Market
BND
$133B
| $1.39B | 0.45% |
17,038,444
+339,650
| +2% | +$27.8M |
|
33
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.03B
| $1.37B | 0.44% |
6,952,170
+191,334
| +3% | +$37.6M |
|
34
iShares Russell Mid-Cap ETF
IWR
$44.1B
| $1.37B | 0.44% |
7,112,632
+27,325
| +0.4% | +$5.25M |
|
35
Verizon
VZ
$187B
| $1.33B | 0.43% |
29,809,982
-780,624
| -3% | -$34.9M |
|
36
Visa
V
$679B
| $1.32B | 0.43% |
14,119,602
-747,274
| -5% | -$70.1M |
|
37
Pfizer
PFE
$142B
| $1.31B | 0.42% |
39,062,561
+1,960,526
| +5% | +$65.9M |
|
38
Illinois Tool Works
ITW
$76.4B
| $1.29B | 0.42% |
9,031,928
+126,926
| +1% | +$18.2M |
|
39
Comcast
CMCSA
$126B
| $1.24B | 0.4% |
31,903,302
-1,878,644
| -6% | -$73.1M |
|
40
General Dynamics
GD
$87.2B
| $1.22B | 0.39% |
6,171,615
-427,759
| -6% | -$84.7M |
|
41
NextEra Energy, Inc.
NEE
$148B
| $1.21B | 0.39% |
8,643,388
-321,501
| -4% | -$45.1M |
|
42
RTX Corp
RTX
$211B
| $1.2B | 0.38% |
9,812,867
-346,263
| -3% | -$42.3M |
|
43
US Bancorp
USB
$75.4B
| $1.2B | 0.38% |
23,067,409
-1,129,666
| -5% | -$58.7M |
|
44
Amgen
AMGN
$155B
| $1.16B | 0.37% |
6,740,146
+219,294
| +3% | +$37.8M |
|
45
Intel
INTC
$105B
| $1.16B | 0.37% |
34,266,321
-964,580
| -3% | -$32.5M |
|
46
Vanguard Intermediate-Term Bond ETF
BIV
$23.9B
| $1.14B | 0.37% |
13,457,070
+1,848,774
| +16% | +$156M |
|
47
IBM
IBM
$224B
| $1.13B | 0.36% |
7,353,744
-236,470
| -3% | -$36.4M |
|
48
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8B
| $1.13B | 0.36% |
7,602,944
-76,583
| -1% | -$11.4M |
|
49
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.12B | 0.36% |
6,593,014
-216,770
| -3% | -$36.7M |
|
50
Walmart
WMT
$774B
| $1.09B | 0.35% |
14,462,113
+230,070
| +2% | +$17.4M |
|