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
HXM
5251
DELISTED
DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP)
HXM
$1K ﹤0.01%
503
SOQ
5252
DELISTED
SONDE RESOURCES CORP COM NEW (CAD)
SOQ
$1K ﹤0.01%
810
TWGP
5253
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
$1K ﹤0.01%
308
-35,549
-99% -$115K
ARC
5254
DELISTED
ARC Document Solutions, Inc.
ARC
$1K ﹤0.01%
150
SPCHA
5255
DELISTED
SPORT CHALET INC CL A
SPCHA
$1K ﹤0.01%
525
NBG
5256
DELISTED
NATIONAL BANK OF GREECE SA ADR REPSTG 1 SHARE (NEW)
NBG
$1K ﹤0.01%
204
CRMB
5257
DELISTED
CRUMBS BAKE SHOP INC
CRMB
$1K ﹤0.01%
1,000
DTSI
5258
DELISTED
DTS, Inc.
DTSI
$1K ﹤0.01%
+59
New +$1K
NTP
5259
DELISTED
Nam Tai Property Inc.
NTP
$1K ﹤0.01%
209
-1,492
-88% -$7.14K
TAT
5260
DELISTED
TransAtlantic Petroleum LTD.
TAT
$1K ﹤0.01%
120
+100
+500% +$833
CSBK
5261
DELISTED
Clifton Bancorp Inc.
CSBK
$1K ﹤0.01%
99
YZC
5262
DELISTED
Yanzhou Coal Mining
YZC
$1K ﹤0.01%
58
-551
-90% -$9.5K
RPTP
5263
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
$1K ﹤0.01%
100
-470,757
-100% -$4.71M
CHGS
5264
DELISTED
CHINA GENGSHENG MINERALS, INC. COMMON STOCK (NV)
CHGS
$1K ﹤0.01%
3,000
IMH
5265
DELISTED
Impac Mortgage Holdings Inc.
IMH
$1K ﹤0.01%
243
+90
+59% +$370
AND
5266
DELISTED
Global X FTSE Andean 40 ETF
AND
$1K ﹤0.01%
77
GNVC
5267
DELISTED
GenVec, Inc.
GNVC
$1K ﹤0.01%
50
-13
-21% -$260
TRIT
5268
DELISTED
TRI-TECH HLDG INC ORD SHS (KY)
TRIT
$1K ﹤0.01%
400
UNTK
5269
DELISTED
UNITEK GLOBAL SERVICES, INC. COMMON STOCK
UNTK
$1K ﹤0.01%
535
AMSC icon
5270
American Superconductor
AMSC
$2.36B
$1K ﹤0.01%
70
ARWR icon
5271
Arrowhead Research
ARWR
$3.92B
$1K ﹤0.01%
100
IFT
5272
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
$1K ﹤0.01%
100
AOI
5273
DELISTED
Alliance One International, Inc.
AOI
$1K ﹤0.01%
31
SVBL
5274
DELISTED
SILVER BULL RESOURCES, INC
SVBL
$1K ﹤0.01%
4,000
IMRS
5275
DELISTED
IMRIS INC COMMON SHARES (CANADA)
IMRS
$1K ﹤0.01%
500