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 Russell 2000 ETF
IWM
|
$703M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$530M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$497M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$370M |
| 5 |
Alibaba
BABA
|
$364M |
Sector Composition
| 1 | Technology | 15.27% |
| 2 | Healthcare | 10.04% |
| 3 | Financials | 8.03% |
| 4 | Consumer Discretionary | 7.64% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Campbell Soup
CPB
$10.1B
| $91.6M | 0.03% |
1,845,980
+705,434
| +62% | +$35M |
|
577
Xylem
XYL
$34.2B
| $91.6M | 0.03% |
1,409,506
+69,803
| +5% | +$4.53M |
|
578
Workday
WDAY
$61.7B
| $90.7M | 0.03% |
484,313
+44,357
| +10% | +$8.31M |
|
579
Aon
AON
$79.9B
| $90.4M | 0.03% |
469,613
-83,562
| -15% | -$16.1M |
|
580
Vanguard Consumer Discretionary ETF
VCR
$6.52B
| $90.4M | 0.03% |
452,069
+11,621
| +3% | +$2.32M |
|
581
Graco
GGG
$14.2B
| $90.1M | 0.03% |
1,876,884
-25,197
| -1% | -$1.21M |
|
582
Pultegroup
PHM
$27.7B
| $89.9M | 0.03% |
2,642,786
+64,287
| +2% | +$2.19M |
|
583
Labcorp
LH
$23.2B
| $89.6M | 0.03% |
628,141
-140,914
| -18% | -$20.1M |
|
584
Darden Restaurants
DRI
$24.5B
| $89.4M | 0.03% |
1,180,051
-78,379
| -6% | -$5.94M |
|
585
Reliance Steel & Aluminium
RS
$15.7B
| $89.3M | 0.03% |
940,601
+185,402
| +25% | +$17.6M |
|
586
Silgan Holdings
SLGN
$4.83B
| $88.9M | 0.03% |
2,745,504
-420,341
| -13% | -$13.6M |
|
587
Exelon
EXC
$43.9B
| $88.9M | 0.03% |
3,434,893
+368,517
| +12% | +$9.54M |
|
588
Rapid7
RPD
$1.32B
| $88.8M | 0.03% |
1,740,637
+90,410
| +5% | +$4.61M |
|
589
Five Below
FIVE
$8.46B
| $88.8M | 0.03% |
830,485
-10,755
| -1% | -$1.15M |
|
590
Check Point Software Technologies
CHKP
$20.7B
| $88.7M | 0.03% |
825,808
-98,694
| -11% | -$10.6M |
|
591
Sarepta Therapeutics
SRPT
$1.96B
| $88.4M | 0.03% |
551,042
+63,985
| +13% | +$10.3M |
|
592
HealthEquity
HQY
$7.88B
| $88.3M | 0.03% |
1,505,414
-1,019
| -0.1% | -$59.8K |
|
593
HP
HPQ
$27.4B
| $88.1M | 0.03% |
5,052,870
+1,852,452
| +58% | +$32.3M |
|
594
America Movil
AMX
$59.1B
| $88M | 0.03% |
6,937,997
+2,303,183
| +50% | +$29.2M |
|
595
Moody's
MCO
$89.5B
| $88M | 0.03% |
320,336
+64,213
| +25% | +$17.6M |
|
596
Idacorp
IDA
$6.77B
| $87.9M | 0.03% |
1,005,760
+99,837
| +11% | +$8.72M |
|
597
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
| $87.7M | 0.03% |
1,841,816
+204,183
| +12% | +$9.72M |
|
598
Enterprise Products Partners
EPD
$68.6B
| $87.6M | 0.03% |
4,821,659
-2,242,680
| -32% | -$40.7M |
|
599
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $87.2M | 0.03% |
2,386,954
+131,984
| +6% | +$4.82M |
|
600
Vanguard Financials ETF
VFH
$12.8B
| $86.7M | 0.03% |
1,515,483
+26,807
| +2% | +$1.53M |
|