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 | |
|---|---|---|---|---|---|---|
551
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.34B
| $78.3M | 0.03% |
1,486,112
+855,898
| +136% | +$45.1M |
|
552
Sanofi
SNY
$121B
| $78.3M | 0.03% |
1,791,647
+73,973
| +4% | +$3.23M |
|
553
Cadence Design Systems
CDNS
$95.5B
| $78.1M | 0.03% |
1,183,374
+391,434
| +49% | +$25.8M |
|
554
Helen of Troy
HELE
$564M
| $78M | 0.03% |
541,804
+26,173
| +5% | +$3.77M |
|
555
Spire
SR
$4.52B
| $77.8M | 0.03% |
1,044,369
-16,995
| -2% | -$1.27M |
|
556
Haemonetics
HAE
$2.63B
| $77.6M | 0.03% |
778,143
+69,730
| +10% | +$6.95M |
|
557
Corpay
CPAY
$23B
| $77.4M | 0.03% |
414,794
-95,897
| -19% | -$17.9M |
|
558
VICI Properties
VICI
$36B
| $77.3M | 0.03% |
4,645,056
-1,232,133
| -21% | -$20.5M |
|
559
Vistra
VST
$64.1B
| $77.3M | 0.03% |
4,842,423
+1,078,932
| +29% | +$17.2M |
|
560
Levi Strauss
LEVI
$8.85B
| $77M | 0.03% |
6,194,335
+119,814
| +2% | +$1.49M |
|
561
ScottsMiracle-Gro
SMG
$3.53B
| $77M | 0.03% |
751,771
+12,398
| +2% | +$1.27M |
|
562
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.7B
| $77M | 0.03% |
1,374,058
-199,562
| -13% | -$11.2M |
|
563
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $76.7M | 0.03% |
2,254,970
-81,356
| -3% | -$2.77M |
|
564
UMB Financial
UMBF
$9.26B
| $76.6M | 0.03% |
1,650,724
+125,547
| +8% | +$5.82M |
|
565
McKesson
MCK
$85.4B
| $76.5M | 0.03% |
565,334
-83,222
| -13% | -$11.3M |
|
566
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
| $76.3M | 0.03% |
3,310,460
+1,169,180
| +55% | +$27M |
|
567
HealthEquity
HQY
$7.72B
| $76.2M | 0.03% |
1,506,433
-155,185
| -9% | -$7.85M |
|
568
iShares US Technology ETF
IYW
$22.9B
| $75.9M | 0.03% |
371,542
-26,140
| -7% | -$5.34M |
|
569
ICU Medical
ICUI
$3.15B
| $75.9M | 0.03% |
376,321
-6,092
| -2% | -$1.23M |
|
570
iShares Core High Dividend ETF
HDV
$11.7B
| $75.6M | 0.03% |
1,056,149
-208,283
| -16% | -$14.9M |
|
571
Vanguard Financials ETF
VFH
$13B
| $75.5M | 0.03% |
1,488,676
+92,175
| +7% | +$4.68M |
|
572
Keysight
KEYS
$28.1B
| $75.3M | 0.03% |
899,374
+208,137
| +30% | +$17.4M |
|
573
Royal Gold
RGLD
$11.8B
| $75.1M | 0.03% |
855,678
-106,675
| -11% | -$9.36M |
|
574
Entergy
ETR
$39.3B
| $75M | 0.03% |
797,590
+42,465
| +6% | +$3.99M |
|
|
SINA
575
DELISTED
Sina Corp
SINA
| $74.8M | 0.03% |
2,348,686
-1,598
| -0.1% | -$50.9K |
|