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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.61B |
| 2 |
Apple
AAPL
|
+$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.98B |
| 5 |
Exxon Mobil
XOM
|
+$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.81% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Dover
DOV
$24.4B
| $66.9M | 0.03% |
+1,284,710
| New | +$66.9M |
|
|
COHR
527
DELISTED
Coherent Inc
COHR
| $66.9M | 0.03% |
+1,213,938
| New | +$66.9M |
|
528
Newmont
NEM
$83.4B
| $66.5M | 0.03% |
+2,220,565
| New | +$66.5M |
|
529
Kohl's
KSS
$1.86B
| $66.3M | 0.03% |
+1,312,906
| New | +$66.3M |
|
530
ON Semiconductor
ON
$19.9B
| $66.2M | 0.03% |
+8,192,959
| New | +$66.2M |
|
531
Valero Energy
VLO
$48.9B
| $66.2M | 0.03% |
+1,903,900
| New | +$66.2M |
|
532
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| $66.2M | 0.03% |
+599,325
| New | +$66.2M |
|
|
SHPG
533
DELISTED
Shire pic
SHPG
| $66.1M | 0.03% |
+694,653
| New | +$66.1M |
|
|
CPHD
534
DELISTED
Cepheid Inc
CPHD
| $65.8M | 0.03% |
+1,911,062
| New | +$65.8M |
|
|
CAM
535
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $65.7M | 0.03% |
+1,074,382
| New | +$65.7M |
|
536
Archer Daniels Midland
ADM
$29.9B
| $65.5M | 0.03% |
+1,931,799
| New | +$65.5M |
|
|
SPLS
537
DELISTED
Staples Inc
SPLS
| $65.3M | 0.03% |
+4,116,054
| New | +$65.3M |
|
538
Kinder Morgan
KMI
$58.8B
| $65.1M | 0.03% |
+1,705,549
| New | +$65.1M |
|
539
American Electric Power
AEP
$57.5B
| $64.6M | 0.03% |
+1,443,574
| New | +$64.6M |
|
540
TE Connectivity
TEL
$61.4B
| $64.6M | 0.03% |
+1,418,904
| New | +$64.6M |
|
541
Lumen
LUMN
$5.78B
| $64.6M | 0.03% |
+1,827,647
| New | +$64.6M |
|
542
Synchronoss Technologies
SNCR
$65.2M
| $64.3M | 0.03% |
+231,495
| New | +$64.3M |
|
543
Vanguard FTSE Europe ETF
VGK
$27B
| $64M | 0.03% |
+1,330,287
| New | +$64M |
|
|
RAX
544
DELISTED
Rackspace Hosting Inc
RAX
| $63.5M | 0.03% |
+1,675,665
| New | +$63.5M |
|
545
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.08B
| $63.5M | 0.03% |
+1,091,075
| New | +$63.5M |
|
546
AvalonBay Communities
AVB
$27.8B
| $63.3M | 0.03% |
+469,547
| New | +$63.3M |
|
|
ACG
547
DELISTED
ALLIANCEBERNSTEIN INCOME FUND INC.
ACG
| $62.9M | 0.03% |
+8,426,388
| New | +$62.9M |
|
548
Brown & Brown
BRO
$30.8B
| $62.8M | 0.03% |
+3,896,026
| New | +$62.8M |
|
|
NFX
549
DELISTED
Newfield Exploration
NFX
| $62.4M | 0.03% |
+2,611,294
| New | +$62.4M |
|
|
BSFT
550
DELISTED
BroadSoft, Inc.
BSFT
| $62.4M | 0.03% |
+2,259,286
| New | +$62.4M |
|