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 | |
|---|---|---|---|---|---|---|
651
Ingredion
INGR
$8.24B
| $85.9M | 0.02% |
818,827
-48,276
| -6% | -$5.07M |
|
|
SIX
652
DELISTED
Six Flags Entertainment Corp.
SIX
| $85.9M | 0.02% |
1,230,749
-405,676
| -25% | -$28.3M |
|
653
UMB Financial
UMBF
$9.45B
| $85.6M | 0.02% |
1,207,636
+125,464
| +12% | +$8.9M |
|
654
Consolidated Edison
ED
$35.4B
| $85.6M | 0.02% |
1,123,631
-30,693
| -3% | -$2.34M |
|
655
First Trust North American Energy Infrastructure Fund
EMLP
$3.28B
| $85.6M | 0.02% |
3,648,193
+671,806
| +23% | +$15.8M |
|
656
Banco Santander Chile
BSAC
$12.1B
| $85.4M | 0.02% |
2,670,561
-65,401
| -2% | -$2.09M |
|
657
Marvell Technology
MRVL
$54.6B
| $85M | 0.02% |
4,404,863
+3,139,199
| +248% | +$60.6M |
|
|
HRC
658
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $84.9M | 0.02% |
899,820
-35,678
| -4% | -$3.37M |
|
659
Jazz Pharmaceuticals
JAZZ
$7.86B
| $84.9M | 0.02% |
505,095
-5,055
| -1% | -$850K |
|
660
Plains All American Pipeline
PAA
$12.1B
| $84.9M | 0.02% |
3,395,274
+591,425
| +21% | +$14.8M |
|
661
Global X MLP ETF
MLPA
$1.83B
| $84.5M | 0.02% |
1,475,407
-31,017
| -2% | -$1.78M |
|
662
Universal Display
OLED
$6.91B
| $84.3M | 0.02% |
714,929
+11,332
| +2% | +$1.34M |
|
663
Howmet Aerospace
HWM
$71.8B
| $83.8M | 0.02% |
4,963,766
-3,631,843
| -42% | -$61.3M |
|
|
TWOU
664
DELISTED
2U, Inc.
TWOU
| $83.3M | 0.02% |
36,907
+17,615
| +91% | +$39.7M |
|
665
Real Estate Select Sector SPDR Fund
XLRE
$7.66B
| $83.1M | 0.02% |
2,547,632
-135,205
| -5% | -$4.41M |
|
666
Prestige Consumer Healthcare
PBH
$3.2B
| $82.9M | 0.02% |
2,188,896
-2,511
| -0.1% | -$95.1K |
|
667
PACCAR
PCAR
$52B
| $82.7M | 0.02% |
1,819,614
+175,702
| +11% | +$7.99M |
|
668
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $82.4M | 0.02% |
1,233,951
-36,461
| -3% | -$2.44M |
|
669
Webster Financial
WBS
$10.3B
| $82.2M | 0.02% |
1,394,789
-1,988
| -0.1% | -$117K |
|
670
National Beverage
FIZZ
$3.75B
| $82.2M | 0.02% |
1,409,864
-19,942
| -1% | -$1.16M |
|
671
UGI
UGI
$7.43B
| $82.1M | 0.02% |
1,479,598
+169,369
| +13% | +$9.4M |
|
672
Artisan Partners
APAM
$3.26B
| $81.7M | 0.02% |
2,520,032
+48,241
| +2% | +$1.56M |
|
673
Yum! Brands
YUM
$40.1B
| $81.3M | 0.02% |
894,781
-416,252
| -32% | -$37.8M |
|
674
Fluor
FLR
$6.72B
| $81.3M | 0.02% |
1,398,842
-70,169
| -5% | -$4.08M |
|
675
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $81.3M | 0.02% |
1,543,429
+10,855
| +0.7% | +$572K |
|