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 | |
|---|---|---|---|---|---|---|
|
SIRO
576
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $57.9M | 0.03% |
+879,592
| New | +$57.9M |
|
577
Zimmer Biomet
ZBH
$20.3B
| $57.1M | 0.03% |
+785,200
| New | +$57.1M |
|
578
MRC Global
MRC
$1.24B
| $57M | 0.03% |
+2,063,868
| New | +$57M |
|
579
Vanguard High Dividend Yield ETF
VYM
$64.7B
| $56.8M | 0.03% |
+1,007,235
| New | +$56.8M |
|
580
C.H. Robinson
CHRW
$15.1B
| $56.7M | 0.03% |
+1,007,223
| New | +$56.7M |
|
581
Netflix
NFLX
$530B
| $56.5M | 0.03% |
+1,873,361
| New | +$56.5M |
|
|
BEAV
582
DELISTED
B/E Aerospace Inc
BEAV
| $56.5M | 0.03% |
+1,236,007
| New | +$56.5M |
|
583
Cavco Industries
CVCO
$4.28B
| $56.3M | 0.03% |
+1,115,390
| New | +$56.3M |
|
584
Exelon
EXC
$43.8B
| $56.2M | 0.03% |
+2,551,452
| New | +$56.2M |
|
|
IO
585
DELISTED
ION Geophysical Corporation
IO
| $55.9M | 0.03% |
+618,827
| New | +$55.9M |
|
|
AET
586
DELISTED
Aetna Inc
AET
| $55.8M | 0.03% |
+878,895
| New | +$55.8M |
|
587
iShares MSCI Sweden ETF
EWD
$325M
| $55.8M | 0.03% |
+1,870,463
| New | +$55.8M |
|
588
Columbia Emerging Markets Consumer ETF
ECON
$225M
| $55.5M | 0.03% |
+2,151,012
| New | +$55.5M |
|
589
Corning
GLW
$64.2B
| $55.4M | 0.03% |
+3,892,916
| New | +$55.4M |
|
590
Carnival Corp
CCL
$42.5B
| $55.1M | 0.03% |
+1,608,300
| New | +$55.1M |
|
|
CHK
591
DELISTED
Chesapeake Energy Corporation
CHK
| $54.6M | 0.03% |
+14,170
| New | +$54.6M |
|
592
Applied Materials
AMAT
$130B
| $54.4M | 0.03% |
+3,648,924
| New | +$54.4M |
|
593
Allegiant Air
ALGT
$1.16B
| $54.3M | 0.03% |
+512,526
| New | +$54.3M |
|
594
Expedia Group
EXPE
$26.7B
| $54.3M | 0.03% |
+902,232
| New | +$54.3M |
|
|
LL
595
DELISTED
LL Flooring Holdings, Inc.
LL
| $54.2M | 0.03% |
+695,403
| New | +$54.2M |
|
|
XLYS
596
DELISTED
POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT
XLYS
| $53.9M | 0.03% |
+1,329,227
| New | +$53.9M |
|
597
CSX Corp
CSX
$59.8B
| $53.8M | 0.03% |
+6,958,509
| New | +$53.8M |
|
598
Xerox
XRX
$456M
| $53.7M | 0.03% |
+2,246,281
| New | +$53.7M |
|
599
SPDR S&P International Small Cap ETF
GWX
$781M
| $53.7M | 0.03% |
+1,860,763
| New | +$53.7M |
|
600
iShares US Real Estate ETF
IYR
$3.6B
| $53.6M | 0.03% |
+806,344
| New | +$53.6M |
|