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 | |
|---|---|---|---|---|---|---|
726
Elevance Health
ELV
$69.1B
| $40.7M | 0.02% |
+497,166
| New | +$40.7M |
|
727
Digital Realty Trust
DLR
$59.3B
| $40.7M | 0.02% |
+666,762
| New | +$40.7M |
|
728
Public Storage
PSA
$50.7B
| $40.6M | 0.02% |
+264,523
| New | +$40.6M |
|
|
BRCD
729
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $40.4M | 0.02% |
+7,009,923
| New | +$40.4M |
|
730
Ryder
R
$7.61B
| $40.3M | 0.02% |
+662,652
| New | +$40.3M |
|
731
Angi Inc
ANGI
$769M
| $40.2M | 0.02% |
+151,347
| New | +$40.2M |
|
732
Marsh & McLennan
MMC
$97.7B
| $40.1M | 0.02% |
+1,004,899
| New | +$40.1M |
|
733
Alaska Air
ALK
$7.22B
| $40M | 0.02% |
+1,536,976
| New | +$40M |
|
734
Arch Capital
ACGL
$33.8B
| $39.9M | 0.02% |
+2,330,232
| New | +$39.9M |
|
|
CMO
735
DELISTED
Capstead Mortgage Corp.
CMO
| $39.9M | 0.02% |
+3,296,817
| New | +$39.9M |
|
736
Realty Income
O
$54.4B
| $39.8M | 0.02% |
+981,023
| New | +$39.8M |
|
737
Nu Skin
NUS
$570M
| $39.8M | 0.02% |
+651,711
| New | +$39.8M |
|
738
IMAX
IMAX
$1.67B
| $39.8M | 0.02% |
+1,601,947
| New | +$39.8M |
|
739
United Therapeutics
UTHR
$17.9B
| $39.7M | 0.02% |
+603,722
| New | +$39.7M |
|
|
BDBD
740
DELISTED
BOULDER BRANDS INC
BDBD
| $39.7M | 0.02% |
+3,295,616
| New | +$39.7M |
|
|
MIC
741
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $39.7M | 0.02% |
+742,443
| New | +$39.7M |
|
742
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $39.7M | 0.02% |
+710,672
| New | +$39.7M |
|
743
Vanguard Health Care ETF
VHT
$15.6B
| $39.7M | 0.02% |
+459,076
| New | +$39.7M |
|
744
Pediatrix Medical
MD
$1.44B
| $39.4M | 0.02% |
+860,516
| New | +$39.4M |
|
|
PAY
745
DELISTED
Verifone Systems Inc
PAY
| $39.3M | 0.02% |
+2,340,325
| New | +$39.3M |
|
746
DexCom
DXCM
$29.8B
| $39.2M | 0.02% |
+6,985,360
| New | +$39.2M |
|
|
SHFL
747
DELISTED
SHFL ENTMT INC
SHFL
| $39.2M | 0.02% |
+2,212,158
| New | +$39.2M |
|
748
Hilltop Holdings
HTH
$2.19B
| $39.1M | 0.02% |
+2,384,097
| New | +$39.1M |
|
749
Core Laboratories
CLB
$577M
| $39.1M | 0.02% |
+257,782
| New | +$39.1M |
|
750
Royal Bank of Canada
RY
$203B
| $39.1M | 0.02% |
+670,160
| New | +$39.1M |
|