Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Est. 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 Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455B
AUM Growth
+$40.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,882
New
Increased
Reduced
Closed

Top Buys

1
+$3.98B
2
+$1.02B
3
+$675M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$299M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$279M

Top Sells

1
+$1.76B
2
+$649M
3
+$525M
4
TGT icon
Target
TGT
+$412M
5
NVDA icon
NVIDIA
NVDA
+$395M

Sector Composition

1 Technology 17.59%
2 Financials 8.98%
3 Industrials 6.13%
4 Healthcare 5.81%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RAIL icon
5676
FreightCar America
RAIL
$190M
$692 ﹤0.01%
+80
IMMX icon
5677
Immix Biopharma
IMMX
$89.2M
$683 ﹤0.01%
330
STTK icon
5678
Shattuck Labs
STTK
$86.2M
$674 ﹤0.01%
851
-19,416
DLTH icon
5679
Duluth Holdings
DLTH
$116M
$673 ﹤0.01%
321
RDZN icon
5680
Roadzen
RDZN
$97.3M
$672 ﹤0.01%
686
-23,542
IMA
5681
ImageneBio Inc
IMA
$84.9M
$670 ﹤0.01%
+42
XFOR icon
5682
X4 Pharmaceuticals
XFOR
$66.7M
$661 ﹤0.01%
348
-2,370
BNKK
5683
Bonk, Inc. Common Stock
BNKK
$45.7M
$660 ﹤0.01%
+2,000
PXE icon
5684
Invesco Energy Exploration & Production ETF
PXE
$67.4M
$651 ﹤0.01%
23
+22
MGNX icon
5685
MacroGenics
MGNX
$107M
$627 ﹤0.01%
518
-29,993
MREO
5686
Mereo BioPharma
MREO
$318M
$622 ﹤0.01%
230
-1,000
LITP icon
5687
Sprott Lithium Miners ETF
LITP
$27.5M
$620 ﹤0.01%
+108
PRPH icon
5688
ProPhase Labs
PRPH
$20.2M
$599 ﹤0.01%
1,530
CASI icon
5689
CASI Pharmaceuticals
CASI
$26.3M
$596 ﹤0.01%
505
MJ icon
5690
Amplify Alternative Harvest ETF
MJ
$201M
$593 ﹤0.01%
+33
IGMS
5691
DELISTED
IGM Biosciences
IGMS
$587 ﹤0.01%
524
-7,084
SPRO icon
5692
Spero Therapeutics
SPRO
$132M
$580 ﹤0.01%
200
DJTWW
5693
Trump Media & Technology Group Warrants
DJTWW
$1.54B
$571 ﹤0.01%
50
AIFF
5694
Firefly Neuroscience
AIFF
$35.4M
$566 ﹤0.01%
200
PRPO icon
5695
Precipio
PRPO
$30.2M
$552 ﹤0.01%
50
SUPP icon
5696
TCW Transform Supply Chain ETF
SUPP
$10.6M
$540 ﹤0.01%
+8
TPIC
5697
DELISTED
TPI Composites
TPIC
$531 ﹤0.01%
619
-27,692
TLYS icon
5698
Tilly's
TLYS
$48.8M
$526 ﹤0.01%
381
-8,512
PROK icon
5699
ProKidney
PROK
$410M
$523 ﹤0.01%
883
-55,234
LOT icon
5700
Lotus Technology
LOT
$1.38B
$517 ﹤0.01%
+235
226 227
228
229 230