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
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Wolfspeed
WOLF
$196M
| $74.9M | 0.02% |
724,356
+10,321
| +1% | +$1.07M |
|
477
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $74.6M | 0.02% |
317,205
-35,920
| -10% | -$8.44M |
|
478
Newmont
NEM
$83.7B
| $74.3M | 0.02% |
1,768,149
+567,239
| +47% | +$23.8M |
|
479
HCA Healthcare
HCA
$98.5B
| $74.2M | 0.02% |
403,811
-21,296
| -5% | -$3.91M |
|
480
SiteOne Landscape Supply
SITE
$6.82B
| $74.1M | 0.02% |
711,555
-17,198
| -2% | -$1.79M |
|
481
Coterra Energy
CTRA
$18.3B
| $73.9M | 0.02% |
2,830,365
-415,098
| -13% | -$10.8M |
|
482
Vulcan Materials
VMC
$39B
| $73.5M | 0.02% |
465,759
-10,233
| -2% | -$1.61M |
|
483
NNN REIT
NNN
$8.18B
| $73.1M | 0.02% |
1,833,140
+852
| +0% | +$34K |
|
484
SBA Communications
SBAC
$21.2B
| $73.1M | 0.02% |
256,676
-6,136
| -2% | -$1.75M |
|
485
Alcon
ALC
$39B
| $72.9M | 0.02% |
1,237,766
+33,765
| +3% | +$1.99M |
|
486
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$506M
| $72.7M | 0.02% |
819,389
+539,816
| +193% | +$47.9M |
|
487
First Trust Technology AlphaDEX Fund
FXL
$1.37B
| $72.5M | 0.02% |
836,069
-83,502
| -9% | -$7.24M |
|
488
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $72.5M | 0.02% |
705,840
+81,177
| +13% | +$8.33M |
|
489
iShares International Select Dividend ETF
IDV
$5.74B
| $72.3M | 0.02% |
3,210,437
+593,840
| +23% | +$13.4M |
|
490
Monster Beverage
MNST
$61B
| $72.3M | 0.02% |
1,662,868
-257,856
| -13% | -$11.2M |
|
491
First Trust Materials AlphaDEX Fund
FXZ
$229M
| $72M | 0.02% |
1,388,516
-326,252
| -19% | -$16.9M |
|
492
Keysight
KEYS
$28.9B
| $71.7M | 0.02% |
455,943
+16,869
| +4% | +$2.65M |
|
493
Lennar Class A
LEN
$36.7B
| $71.6M | 0.02% |
992,580
-11,245
| -1% | -$812K |
|
494
SAP
SAP
$313B
| $71.5M | 0.02% |
880,115
-33,486
| -4% | -$2.72M |
|
495
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.58B
| $71.4M | 0.02% |
1,242,547
-127,877
| -9% | -$7.35M |
|
496
Hershey
HSY
$37.6B
| $71.3M | 0.02% |
323,293
-166,232
| -34% | -$36.6M |
|
497
Synopsys
SNPS
$111B
| $71.2M | 0.02% |
232,956
-12,792
| -5% | -$3.91M |
|
498
FTI Consulting
FCN
$5.46B
| $71.1M | 0.02% |
429,028
-12,942
| -3% | -$2.14M |
|
499
Fortinet
FTNT
$60.4B
| $70.7M | 0.02% |
1,439,510
-465,018
| -24% | -$22.8M |
|
500
Fastenal
FAST
$55.1B
| $70.6M | 0.02% |
3,067,104
-287,200
| -9% | -$6.61M |
|