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
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.05B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$386M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$310M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$301M |
| 5 |
Invesco QQQ Trust
QQQ
|
$269M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Healthcare | 10.19% |
| 3 | Financials | 8.16% |
| 4 | Industrials | 7.41% |
| 5 | Consumer Discretionary | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Illumina
ILMN
$15.8B
| $84.2M | 0.03% | 308,420 -70,525 | -19% | -$19.3M |
|
527
LyondellBasell Industries
LYB
$18.1B
| $84.1M | 0.03% | 1,694,423 -208,911 | -11% | -$10.4M |
|
528
Toro Company
TTC
$8B
| $83.9M | 0.03% | 1,288,344 -98,605 | -7% | -$6.42M |
|
529
Azenta
AZTA
$1.4B
| $83.6M | 0.03% | 2,739,586 +525,602 | +24% | +$16M |
|
530
Labcorp
LH
$23.1B
| $83.5M | 0.03% | 660,700 +68,010 | +11% | +$8.6M |
|
531
WEX
WEX
$5.87B
| $83.4M | 0.03% | 797,410 -624,438 | -44% | -$65.3M |
|
532
Autohome
ATHM
$3.42B
| $82.8M | 0.03% | 1,165,251 -39,363 | -3% | -$2.8M |
|
533
BCE
BCE
$23.3B
| $82.5M | 0.03% | 2,018,202 -27,367 | -1% | -$1.12M |
|
|
CSW
534
CSW Industrials, Inc.
CSW
$4.6B
| $82.5M | 0.03% | 1,271,495 -31,431 | -2% | -$2.04M |
|
|
ZEPP
535
Zepp Health
ZEPP
$647M
| $81.7M | 0.03% | 6,229,768 +40,762 | +0.7% | +$535K |
|
|
DISCA
536
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $81.7M | 0.03% | 4,201,841 +619,815 | +17% | +$12M |
|
537
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $81.6M | 0.03% | 3,175,216 -1,459,872 | -31% | -$37.5M |
|
|
JOBS
538
DELISTED
51job, Inc.
JOBS
| $81.5M | 0.03% | 1,327,299 -5,900 | -0.4% | -$362K |
|
539
Take-Two Interactive
TTWO
$43B
| $81.5M | 0.03% | 686,900 -373,293 | -35% | -$44.3M |
|
540
Simpson Manufacturing
SSD
$7.95B
| $80.9M | 0.03% | 1,304,465 +495,688 | +61% | +$30.7M |
|
541
Exelon
EXC
$44.1B
| $80.5M | 0.03% | 2,187,144 -590,877 | -21% | -$21.8M |
|
542
Advance Auto Parts
AAP
$3.66B
| $80.4M | 0.03% | 861,346 +51,711 | +6% | +$4.83M |
|
543
Kellanova
K
$27.6B
| $80.2M | 0.03% | 1,337,378 -42,161 | -3% | -$2.53M |
|
544
Mueller Industries
MLI
$10.6B
| $79.9M | 0.03% | 3,338,771 +99,963 | +3% | +$2.39M |
|
545
Wells Fargo
WFC
$263B
| $79.8M | 0.03% | 2,782,055 +73,631 | +3% | +$2.11M |
|
546
Idacorp
IDA
$6.76B
| $79.5M | 0.03% | 905,923 +70,937 | +8% | +$6.23M |
|
547
Invesco Dorsey Wright Momentum ETF
PDP
$1.28B
| $79.5M | 0.03% | 1,473,018 -28,801 | -2% | -$1.55M |
|
548
Leidos
LDOS
$23.2B
| $79.3M | 0.03% | 864,877 +58,638 | +7% | +$5.37M |
|
549
NovoCure
NVCR
$1.38B
| $78.7M | 0.03% | 1,168,724 +208,143 | +22% | +$14M |
|
550
Avient
AVNT
$3.42B
| $78.6M | 0.03% | 4,142,169 +1,719,196 | +71% | +$32.6M |
|