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 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$724M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$599M |
| 4 |
Microsoft
MSFT
|
$561M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$366M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$411M |
| 2 |
Tesla
TSLA
|
$360M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$231M |
| 4 |
iShares MBS ETF
MBB
|
$204M |
| 5 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$173M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Healthcare | 8.82% |
| 3 | Financials | 7.87% |
| 4 | Industrials | 6.94% |
| 5 | Consumer Discretionary | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Verisk Analytics
VRSK
$37.8B
| $94.9M | 0.02% |
441,987
+71,256
| +19% | +$15.3M |
|
502
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $94.5M | 0.02% |
1,427,110
+53,788
| +4% | +$3.56M |
|
|
MRO
503
DELISTED
Marathon Oil Corporation
MRO
| $93M | 0.02% |
3,703,228
+969,736
| +35% | +$24.4M |
|
504
iShares Biotechnology ETF
IBB
$5.8B
| $92.9M | 0.02% |
713,125
+1,227
| +0.2% | +$160K |
|
505
Charter Communications
CHTR
$35.7B
| $92.8M | 0.02% |
170,086
+4,913
| +3% | +$2.68M |
|
506
Biogen
BIIB
$20.6B
| $92.6M | 0.02% |
439,730
+38,751
| +10% | +$8.16M |
|
507
Mercado Libre
MELI
$123B
| $92M | 0.02% |
77,355
+21,603
| +39% | +$25.7M |
|
508
BHP
BHP
$138B
| $91.6M | 0.02% |
1,329,386
+517,918
| +64% | +$35.7M |
|
509
BP
BP
$87.4B
| $91.6M | 0.02% |
3,115,691
-259,944
| -8% | -$7.64M |
|
510
Cadence Design Systems
CDNS
$95.6B
| $91.6M | 0.02% |
556,878
+8,245
| +2% | +$1.36M |
|
511
The Mosaic Company
MOS
$10.3B
| $91.1M | 0.02% |
1,370,199
+279,792
| +26% | +$18.6M |
|
512
iShares MSCI Switzerland ETF
EWL
$1.34B
| $90.7M | 0.02% |
1,846,902
+111,283
| +6% | +$5.46M |
|
513
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $90.6M | 0.02% |
1,629,853
+155,453
| +11% | +$8.64M |
|
514
Idexx Laboratories
IDXX
$51.4B
| $90.4M | 0.02% |
165,321
+6,669
| +4% | +$3.65M |
|
|
TWTR
515
DELISTED
Twitter, Inc.
TWTR
| $90M | 0.02% |
2,324,927
-414,920
| -15% | -$16.1M |
|
516
Vanguard FTSE Europe ETF
VGK
$26.9B
| $89.9M | 0.02% |
1,442,957
-209,510
| -13% | -$13M |
|
517
AutoZone
AZO
$70.6B
| $89.5M | 0.02% |
43,797
+5,880
| +16% | +$12M |
|
518
Vodafone
VOD
$28.5B
| $89.5M | 0.02% |
5,382,872
+1,792,860
| +50% | +$29.8M |
|
519
Twilio
TWLO
$16.7B
| $89.4M | 0.02% |
542,620
+186,963
| +53% | +$30.8M |
|
520
Monster Beverage
MNST
$61B
| $88.9M | 0.02% |
2,225,642
+79,154
| +4% | +$3.16M |
|
521
iShares MSCI Australia ETF
EWA
$1.53B
| $88.6M | 0.02% |
3,352,177
+3,179,865
| +1,845% | +$84M |
|
522
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.84B
| $88.3M | 0.02% |
867,375
-191,155
| -18% | -$19.5M |
|
523
LyondellBasell Industries
LYB
$17.7B
| $87.5M | 0.02% |
851,119
+67,725
| +9% | +$6.96M |
|
524
Expedia Group
EXPE
$26.6B
| $87.3M | 0.02% |
446,070
-54,972
| -11% | -$10.8M |
|
525
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $87.2M | 0.02% |
1,749,950
-298,713
| -15% | -$14.9M |
|