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 | |
|---|---|---|---|---|---|---|
801
Jabil
JBL
$23.2B
| $36.1M | 0.02% |
+1,772,622
| New | +$36.1M |
|
802
Molson Coors Class B
TAP
$9.7B
| $36.1M | 0.02% |
+753,928
| New | +$36.1M |
|
803
Devon Energy
DVN
$22.5B
| $36.1M | 0.02% |
+694,874
| New | +$36.1M |
|
804
Labcorp
LH
$22.7B
| $35.9M | 0.02% |
+417,511
| New | +$35.9M |
|
805
Jazz Pharmaceuticals
JAZZ
$7.7B
| $35.8M | 0.02% |
+520,342
| New | +$35.8M |
|
806
Whirlpool
WHR
$5.24B
| $35.7M | 0.02% |
+312,239
| New | +$35.7M |
|
|
MDR
807
DELISTED
McDermott International
MDR
| $35.7M | 0.02% |
+1,454,133
| New | +$35.7M |
|
808
PG&E
PCG
$33.5B
| $35.6M | 0.02% |
+779,117
| New | +$35.6M |
|
|
ADT
809
DELISTED
ADT CORP
ADT
| $35.6M | 0.02% |
+893,195
| New | +$35.6M |
|
810
Spectrum Brands
SPB
$1.3B
| $35.5M | 0.02% |
+623,774
| New | +$35.5M |
|
811
Comstock Resources
CRK
$4.65B
| $35.4M | 0.02% |
+450,638
| New | +$35.4M |
|
|
CPLA
812
DELISTED
Capella Education Company
CPLA
| $35.4M | 0.02% |
+850,358
| New | +$35.4M |
|
813
Thor Industries
THO
$5.66B
| $35.4M | 0.02% |
+720,046
| New | +$35.4M |
|
814
Waters Corp
WAT
$17.4B
| $35.4M | 0.02% |
+353,891
| New | +$35.4M |
|
815
Gartner
IT
$17.6B
| $35.4M | 0.02% |
+621,289
| New | +$35.4M |
|
|
MDSO
816
DELISTED
Medidata Solutions, Inc.
MDSO
| $35.3M | 0.02% |
+911,010
| New | +$35.3M |
|
|
PBCT
817
DELISTED
People's United Financial Inc
PBCT
| $35.3M | 0.02% |
+2,367,495
| New | +$35.3M |
|
|
FLG
818
Flagstar Financial, Inc.
FLG
$5.24B
| $35.1M | 0.02% |
+836,334
| New | +$35.1M |
|
819
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
| $35.1M | 0.02% |
+996,894
| New | +$35.1M |
|
820
Hartford Financial Services
HIG
$36.9B
| $35.1M | 0.02% |
+1,133,603
| New | +$35.1M |
|
|
FL
821
DELISTED
Foot Locker
FL
| $34.7M | 0.02% |
+989,063
| New | +$34.7M |
|
822
First Trust Financials AlphaDEX Fund
FXO
$2.23B
| $34.7M | 0.02% |
+1,846,894
| New | +$34.7M |
|
|
HTWR
823
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $34.6M | 0.02% |
+363,956
| New | +$34.6M |
|
824
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $34.6M | 0.02% |
+683,062
| New | +$34.6M |
|
|
HUB.B
825
DELISTED
HUBBELL INC CL-B
HUB.B
| $34.5M | 0.02% |
+348,690
| New | +$34.5M |
|