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 |
iShares Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Trip.com Group
TCOM
$47.3B
| $147M | 0.04% |
4,362,256
-32,944
| -0.7% | -$1.11M |
|
477
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
| $147M | 0.04% |
1,805,906
+204,520
| +13% | +$16.6M |
|
478
Berkshire Hathaway Class A
BRK.A
$1.06T
| $147M | 0.04% |
422
+12
| +3% | +$4.17M |
|
479
Biogen
BIIB
$21.1B
| $147M | 0.04% |
598,679
-153,694
| -20% | -$37.6M |
|
|
ANSS
480
DELISTED
Ansys
ANSS
| $147M | 0.04% |
402,785
+19,058
| +5% | +$6.93M |
|
481
Travelers Companies
TRV
$61.6B
| $146M | 0.04% |
1,042,273
+47,345
| +5% | +$6.65M |
|
|
ABMD
482
DELISTED
Abiomed Inc
ABMD
| $146M | 0.04% |
450,735
+73,601
| +20% | +$23.9M |
|
483
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.5B
| $146M | 0.04% |
2,644,413
+236,264
| +10% | +$13M |
|
484
Agilent Technologies
A
$35.8B
| $146M | 0.04% |
1,230,781
+68,655
| +6% | +$8.14M |
|
|
JNPR
485
DELISTED
Juniper Networks
JNPR
| $145M | 0.04% |
6,460,399
+414,746
| +7% | +$9.34M |
|
486
Trane Technologies
TT
$91.1B
| $144M | 0.03% |
995,003
+31,014
| +3% | +$4.5M |
|
487
Haemonetics
HAE
$2.61B
| $144M | 0.03% |
1,216,040
+180,109
| +17% | +$21.4M |
|
488
Atmos Energy
ATO
$26.3B
| $144M | 0.03% |
1,511,368
+491,174
| +48% | +$46.9M |
|
489
Mueller Industries
MLI
$10.6B
| $144M | 0.03% |
8,197,928
+104,020
| +1% | +$1.83M |
|
490
HubSpot
HUBS
$26.5B
| $144M | 0.03% |
362,842
+4,971
| +1% | +$1.97M |
|
491
UMB Financial
UMBF
$9.29B
| $144M | 0.03% |
2,080,433
-16,205
| -0.8% | -$1.12M |
|
492
iShares US Medical Devices ETF
IHI
$4.35B
| $143M | 0.03% |
2,628,504
+94,590
| +4% | +$5.16M |
|
493
Tradeweb Markets
TW
$25.5B
| $143M | 0.03% |
2,290,988
+349,529
| +18% | +$21.8M |
|
494
Pinduoduo
PDD
$179B
| $142M | 0.03% |
800,250
+57,459
| +8% | +$10.2M |
|
495
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $142M | 0.03% |
2,910,749
+199,933
| +7% | +$9.74M |
|
496
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $141M | 0.03% |
511,758
+22,687
| +5% | +$6.24M |
|
497
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $139M | 0.03% |
1,897,494
+51,597
| +3% | +$3.79M |
|
498
Hain Celestial
HAIN
$172M
| $139M | 0.03% |
3,468,081
-513,641
| -13% | -$20.6M |
|
499
Helen of Troy
HELE
$550M
| $139M | 0.03% |
626,346
+155,220
| +33% | +$34.5M |
|
500
Elastic
ESTC
$9.69B
| $139M | 0.03% |
951,007
+82,013
| +9% | +$12M |
|