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 | |
|---|---|---|---|---|---|---|
676
Associated Banc-Corp
ASB
$4.36B
| $45.5M | 0.02% |
+2,923,675
| New | +$45.5M |
|
677
IDEX
IEX
$12.1B
| $45.3M | 0.02% |
+842,265
| New | +$45.3M |
|
678
Canadian Natural Resources
CNQ
$64.9B
| $45.1M | 0.02% |
+3,304,697
| New | +$45.1M |
|
679
iShares MSCI Hong Kong ETF
EWH
$728M
| $45M | 0.02% |
+2,456,323
| New | +$45M |
|
680
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.87B
| $44.9M | 0.02% |
+426,006
| New | +$44.9M |
|
681
Autodesk
ADSK
$69B
| $44.9M | 0.02% |
+1,323,582
| New | +$44.9M |
|
|
EDD
682
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$347M
| $44.9M | 0.02% |
+3,107,750
| New | +$44.9M |
|
|
BMR
683
DELISTED
BIOMED REALTY TRUST INC
BMR
| $44.8M | 0.02% |
+2,216,625
| New | +$44.8M |
|
|
AGN
684
DELISTED
Allergan plc
AGN
| $44.7M | 0.02% |
+354,399
| New | +$44.7M |
|
|
LF
685
DELISTED
LEAPFROG ENTERPRISES INC.
LF
| $44.7M | 0.02% |
+4,539,515
| New | +$44.7M |
|
686
Gen Digital
GEN
$18B
| $44.6M | 0.02% |
+1,985,299
| New | +$44.6M |
|
687
Kadant
KAI
$3.75B
| $44.6M | 0.02% |
+1,478,844
| New | +$44.6M |
|
688
Emcor
EME
$28.4B
| $44.5M | 0.02% |
+1,095,569
| New | +$44.5M |
|
689
Ametek
AME
$43.3B
| $44.5M | 0.02% |
+1,052,755
| New | +$44.5M |
|
690
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.17B
| $44.4M | 0.02% |
+1,050,778
| New | +$44.4M |
|
691
Entergy
ETR
$39.5B
| $44.3M | 0.02% |
+1,272,218
| New | +$44.3M |
|
|
KMR
692
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $44M | 0.02% |
+581,205
| New | +$44M |
|
|
DST
693
DELISTED
DST Systems Inc.
DST
| $43.9M | 0.02% |
+1,344,872
| New | +$43.9M |
|
694
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$431M
| $43.9M | 0.02% |
+833,607
| New | +$43.9M |
|
|
SFG
695
DELISTED
STANCORP FINL GRP
SFG
| $43.6M | 0.02% |
+882,703
| New | +$43.6M |
|
|
CAVM
696
DELISTED
Cavium, Inc.
CAVM
| $43.6M | 0.02% |
+1,232,575
| New | +$43.6M |
|
|
WMGI
697
DELISTED
Wright Medical Group Inc
WMGI
| $43.5M | 0.02% |
+1,657,866
| New | +$43.5M |
|
698
TechnipFMC
FTI
$16.8B
| $43.2M | 0.02% |
+1,043,879
| New | +$43.2M |
|
699
Weyerhaeuser
WY
$18.1B
| $43.2M | 0.02% |
+1,515,834
| New | +$43.2M |
|
700
First Citizens BancShares
FCNCA
$25.2B
| $43.1M | 0.02% |
+224,628
| New | +$43.1M |
|