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
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Healthcare | 9.32% |
| 3 | Financials | 9.24% |
| 4 | Industrials | 9.03% |
| 5 | Consumer Discretionary | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
BCE
BCE
$23.1B
| $97.2M | 0.03% |
2,397,726
-47,730
| -2% | -$1.93M |
|
602
Haemonetics
HAE
$2.62B
| $96.7M | 0.03% |
844,031
-239,928
| -22% | -$27.5M |
|
|
NP
603
DELISTED
Neenah, Inc. Common Stock
NP
| $96M | 0.03% |
1,112,789
-17,096
| -2% | -$1.48M |
|
604
Autohome
ATHM
$3.39B
| $95.4M | 0.03% |
1,232,555
+43,201
| +4% | +$3.34M |
|
605
Lamar Advertising Co
LAMR
$13B
| $95.4M | 0.03% |
1,226,288
-36,726
| -3% | -$2.86M |
|
606
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $95.1M | 0.03% |
1,965,629
-130,331
| -6% | -$6.3M |
|
607
Dine Brands
DIN
$364M
| $95M | 0.03% |
1,167,845
-4,184
| -0.4% | -$340K |
|
|
ANDX
608
DELISTED
Andeavor Logistics LP
ANDX
| $94.9M | 0.03% |
1,955,183
+266,941
| +16% | +$13M |
|
609
iShares International Select Dividend ETF
IDV
$5.74B
| $94.7M | 0.03% |
2,902,547
+19,034
| +0.7% | +$621K |
|
|
UN
610
DELISTED
Unilever NV New York Registry Shares
UN
| $94.7M | 0.03% |
1,704,326
-83,677
| -5% | -$4.65M |
|
611
DexCom
DXCM
$31.6B
| $94.6M | 0.03% |
2,645,180
+2,396,432
| +963% | +$85.7M |
|
612
iShares Gold Trust
IAU
$52.6B
| $94.4M | 0.03% |
4,129,620
-660,126
| -14% | -$15.1M |
|
613
Unilever
UL
$158B
| $93.8M | 0.03% |
1,705,850
+45,548
| +3% | +$2.5M |
|
614
iShares Biotechnology ETF
IBB
$5.8B
| $93.8M | 0.03% |
768,979
-47,594
| -6% | -$5.8M |
|
615
BioMarin Pharmaceuticals
BMRN
$11.1B
| $93.5M | 0.03% |
964,533
+171,669
| +22% | +$16.6M |
|
616
Vipshop
VIPS
$8.45B
| $93M | 0.03% |
14,905,549
-492,482
| -3% | -$3.07M |
|
617
Entergy
ETR
$39.2B
| $92.8M | 0.03% |
2,287,586
+173,636
| +8% | +$7.04M |
|
618
Insulet
PODD
$24.5B
| $92.7M | 0.03% |
875,091
+157,722
| +22% | +$16.7M |
|
619
First Trust Health Care AlphaDEX Fund
FXH
$934M
| $91.9M | 0.03% |
1,082,228
+321,336
| +42% | +$27.3M |
|
620
iShares MSCI France ETF
EWQ
$383M
| $91.6M | 0.03% |
2,919,038
+34,584
| +1% | +$1.09M |
|
621
Nutrien
NTR
$27.4B
| $91.5M | 0.03% |
1,586,111
-767,939
| -33% | -$44.3M |
|
622
Ventas
VTR
$30.9B
| $91.4M | 0.03% |
1,681,570
-32,237
| -2% | -$1.75M |
|
623
Best Buy
BBY
$16.1B
| $91.4M | 0.03% |
1,151,299
-380,801
| -25% | -$30.2M |
|
|
MMP
624
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $91.3M | 0.03% |
1,348,835
+401,929
| +42% | +$27.2M |
|
625
Vanguard Total International Bond ETF
BNDX
$68.4B
| $91.2M | 0.03% |
1,671,737
+119,053
| +8% | +$6.49M |
|