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
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.05B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$386M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$310M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$301M |
| 5 |
Invesco QQQ Trust
QQQ
|
$269M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Healthcare | 10.19% |
| 3 | Financials | 8.16% |
| 4 | Industrials | 7.41% |
| 5 | Consumer Discretionary | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
IQVIA
IQV
$31.2B
| $53.1M | 0.02% |
492,246
+34,979
| +8% | +$3.77M |
|
727
Corning
GLW
$58.7B
| $52.9M | 0.02% |
2,574,103
-396,936
| -13% | -$8.15M |
|
728
Campbell Soup
CPB
$9.38B
| $52.6M | 0.02% |
1,140,546
+215,603
| +23% | +$9.95M |
|
|
RDS.A
729
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $52.5M | 0.02% |
1,505,994
-996,933
| -40% | -$34.8M |
|
730
Canadian Imperial Bank of Commerce
CM
$71.8B
| $52.4M | 0.02% |
904,171
-4,748
| -0.5% | -$275K |
|
731
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.85B
| $52.2M | 0.02% |
837,328
-187,923
| -18% | -$11.7M |
|
732
iShares ESG Aware MSCI USA ETF
ESGU
$14.1B
| $52.2M | 0.02% |
907,283
+581,716
| +179% | +$33.4M |
|
733
Planet Fitness
PLNT
$8.54B
| $51.9M | 0.02% |
1,066,721
+24,238
| +2% | +$1.18M |
|
734
iShares International Developed Real Estate ETF
IFGL
$95.8M
| $51.7M | 0.02% |
2,389,090
-511,191
| -18% | -$11.1M |
|
735
Philips
PHG
$25.7B
| $51.6M | 0.02% |
1,285,708
-137,659
| -10% | -$5.53M |
|
736
PVH
PVH
$4.13B
| $51.5M | 0.02% |
1,368,248
-3,771
| -0.3% | -$142K |
|
737
Best Buy
BBY
$15.7B
| $51.4M | 0.02% |
901,538
+70,958
| +9% | +$4.04M |
|
738
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.14B
| $51.3M | 0.02% |
1,708,256
+358,888
| +27% | +$10.8M |
|
739
Hanover Insurance
THG
$6.29B
| $51M | 0.02% |
563,434
+22,362
| +4% | +$2.03M |
|
740
iShares Silver Trust
SLV
$20.1B
| $51M | 0.02% |
3,910,665
-339,951
| -8% | -$4.44M |
|
741
AMN Healthcare
AMN
$786M
| $50.8M | 0.02% |
878,366
+26,917
| +3% | +$1.56M |
|
742
HEICO
HEI
$44B
| $50.7M | 0.02% |
679,772
+292,665
| +76% | +$21.8M |
|
743
Schlumberger
SLB
$53.6B
| $50.3M | 0.02% |
3,730,254
-1,235,233
| -25% | -$16.7M |
|
744
Paycom
PAYC
$12.4B
| $50.3M | 0.02% |
248,973
+29,082
| +13% | +$5.87M |
|
745
Universal Display
OLED
$6.58B
| $50.3M | 0.02% |
381,521
+324,583
| +570% | +$42.8M |
|
746
iShare MSCI Eurozone ETF
EZU
$7.77B
| $50.3M | 0.02% |
1,647,675
+26,241
| +2% | +$801K |
|
747
Equity Residential
EQR
$24.4B
| $50.3M | 0.02% |
814,608
-184,857
| -18% | -$11.4M |
|
748
iShares MSCI Germany ETF
EWG
$2.49B
| $49.9M | 0.02% |
2,321,063
-119,864
| -5% | -$2.57M |
|
749
Trex
TREX
$6.46B
| $49.8M | 0.02% |
621,191
+29,081
| +5% | +$2.33M |
|
750
Houlihan Lokey
HLI
$13.8B
| $49.8M | 0.02% |
954,907
+242,360
| +34% | +$12.6M |
|