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 |
iShares Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Telkom Indonesia
TLK
$19B
| $86.8M | 0.02% |
3,689,786
+23,774
| +0.6% | +$559K |
|
702
Omnicell
OMCL
$1.46B
| $86.6M | 0.02% |
721,709
+470,486
| +187% | +$56.5M |
|
703
Qorvo
QRVO
$8.26B
| $86.4M | 0.02% |
519,831
+55,506
| +12% | +$9.23M |
|
704
Booz Allen Hamilton
BAH
$12.6B
| $86.3M | 0.02% |
990,365
-1,353,853
| -58% | -$118M |
|
705
iShares Russell 3000 ETF
IWV
$16.8B
| $86.1M | 0.02% |
384,965
+122,723
| +47% | +$27.4M |
|
706
Corteva
CTVA
$48.7B
| $86M | 0.02% |
2,220,870
+5,174
| +0.2% | +$200K |
|
707
Marriott International Class A Common Stock
MAR
$71.2B
| $85.7M | 0.02% |
649,992
+126,244
| +24% | +$16.7M |
|
|
BHVN
708
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $85.5M | 0.02% |
998,037
-67,086
| -6% | -$5.75M |
|
709
Deckers Outdoor
DECK
$16.9B
| $85.2M | 0.02% |
1,782,714
+157,830
| +10% | +$7.54M |
|
710
Western Digital
WDC
$33B
| $84.8M | 0.02% |
2,026,106
+176,090
| +10% | +$7.37M |
|
711
Nordson
NDSN
$12.6B
| $84.2M | 0.02% |
418,964
+27,140
| +7% | +$5.45M |
|
712
Alerian MLP ETF
AMLP
$10.5B
| $84M | 0.02% |
3,272,651
-834,278
| -20% | -$21.4M |
|
713
Lennox International
LII
$19.6B
| $83.9M | 0.02% |
306,347
+67,433
| +28% | +$18.5M |
|
714
First Trust Cloud Computing ETF
SKYY
$3.24B
| $83.7M | 0.02% |
880,880
-2,739
| -0.3% | -$260K |
|
715
Pacira BioSciences
PCRX
$1.2B
| $83.7M | 0.02% |
1,397,974
+584,374
| +72% | +$35M |
|
716
Simpson Manufacturing
SSD
$7.97B
| $83.6M | 0.02% |
894,216
+117,826
| +15% | +$11M |
|
717
iShare MSCI Eurozone ETF
EZU
$7.89B
| $83.5M | 0.02% |
1,894,992
-75,971
| -4% | -$3.35M |
|
718
VICI Properties
VICI
$35.3B
| $83.2M | 0.02% |
3,262,058
+17,966
| +0.6% | +$458K |
|
719
Hanover Insurance
THG
$6.37B
| $83.2M | 0.02% |
711,227
+5,857
| +0.8% | +$685K |
|
720
Corpay
CPAY
$21.5B
| $82.9M | 0.02% |
303,948
+27,792
| +10% | +$7.58M |
|
721
Hologic
HOLX
$14.6B
| $82.7M | 0.02% |
1,135,068
+69,263
| +6% | +$5.04M |
|
722
Vail Resorts
MTN
$5.37B
| $82.2M | 0.02% |
294,731
-69,081
| -19% | -$19.3M |
|
723
Stewart Information Services
STC
$2.04B
| $82.2M | 0.02% |
1,698,845
+96,219
| +6% | +$4.65M |
|
724
NOV
NOV
$4.85B
| $82.1M | 0.02% |
5,982,406
-865,111
| -13% | -$11.9M |
|
725
Sanofi
SNY
$115B
| $81.6M | 0.02% |
1,678,638
-95,788
| -5% | -$4.65M |
|