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
+8.72%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$230B
AUM Growth
+$20B
Cap. Flow
+$2.76B
Cap. Flow %
1.2%
Top 10 Hldgs %
9.63%
Holding
6,184
New
246
Increased
2,470
Reduced
2,330
Closed
221

Sector Composition

1 Technology 10.42%
2 Industrials 10.19%
3 Financials 9.99%
4 Healthcare 9.66%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PQUE
5051
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
$5K ﹤0.01%
1,119
-249,234
-100% -$1.11M
SVA
5052
DELISTED
Sinovac Biotech, Ltd
SVA
$5K ﹤0.01%
750
PLM
5053
DELISTED
PolyMet Mining Corp.
PLM
$5K ﹤0.01%
600
ATE
5054
DELISTED
ADVANTEST CORPORATION NEW ADS (REPTSG 1 COM)
ATE
$5K ﹤0.01%
421
-1
-0.2% -$12
ZU
5055
DELISTED
ZULILY INC CLASS A COMMON STOCK
ZU
$5K ﹤0.01%
+120
New +$5K
CHCI icon
5056
Comstock Holding Companies
CHCI
$186M
$4K ﹤0.01%
286
DHT icon
5057
DHT Holdings
DHT
$1.94B
$4K ﹤0.01%
515
-146
-22% -$1.13K
EPV icon
5058
ProShares UltraShort FTSE Europe
EPV
$16.1M
$4K ﹤0.01%
+12
New +$4K
ESEA icon
5059
Euroseas
ESEA
$434M
$4K ﹤0.01%
48
+5
+12% +$417
FARM icon
5060
Farmer Brothers
FARM
$42.2M
$4K ﹤0.01%
+151
New +$4K
MARPS icon
5061
Marine Petroleum Trust
MARPS
$9.12M
$4K ﹤0.01%
283
+282
+28,200% +$3.99K
MGIC
5062
Magic Software Enterprises
MGIC
$1.01B
$4K ﹤0.01%
501
+500
+50,000% +$3.99K
NEGG icon
5063
Newegg Commerce
NEGG
$735M
$4K ﹤0.01%
+6
New +$4K
PACB icon
5064
Pacific Biosciences
PACB
$366M
$4K ﹤0.01%
+750
New +$4K
PTN
5065
DELISTED
Palatin Technologies
PTN
$4K ﹤0.01%
240
-12
-5% -$200
PZG icon
5066
Paramount Gold Nevada
PZG
$73.6M
$4K ﹤0.01%
4,600
-1,000
-18% -$870
SILC icon
5067
Silicom
SILC
$101M
$4K ﹤0.01%
+86
New +$4K
TRX icon
5068
TRX Gold Corp
TRX
$127M
$4K ﹤0.01%
2,150
+150
+8% +$279
LBAI
5069
DELISTED
Lakeland Bancorp Inc
LBAI
$4K ﹤0.01%
310
MTEM
5070
DELISTED
Molecular Templates, Inc.
MTEM
$4K ﹤0.01%
6
-3
-33% -$2K
INDT
5071
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$4K ﹤0.01%
107
+1
+0.9% +$37
LD
5072
DELISTED
iPath Bloomberg Lead Subindex Total Return ETN due June 24, 2038
LD
$4K ﹤0.01%
+74
New +$4K
USAK
5073
DELISTED
USA Truck Inc
USAK
$4K ﹤0.01%
269
+200
+290% +$2.97K
EPZM
5074
DELISTED
Epizyme, Inc
EPZM
$4K ﹤0.01%
200
+194
+3,233% +$3.88K
MBII
5075
DELISTED
Marrone Bio Innovations, Inc.
MBII
$4K ﹤0.01%
+200
New +$4K