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 | |
|---|---|---|---|---|---|---|
826
Herbalife
HLF
$958M
| $34.5M | 0.02% |
+1,528,756
| New | +$34.5M |
|
|
CYN
827
DELISTED
CITY NATIONAL CORPORATION
CYN
| $34.3M | 0.02% |
+541,630
| New | +$34.3M |
|
|
CEB
828
DELISTED
CEB Inc.
CEB
| $34.2M | 0.02% |
+541,217
| New | +$34.2M |
|
|
DRC
829
DELISTED
DRESSER-RAND GROUP INC
DRC
| $34.2M | 0.02% |
+569,448
| New | +$34.2M |
|
830
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $34.1M | 0.02% |
+707,904
| New | +$34.1M |
|
831
Ventas
VTR
$31.5B
| $34.1M | 0.02% |
+429,589
| New | +$34.1M |
|
832
DaVita
DVA
$9.46B
| $34M | 0.02% |
+562,994
| New | +$34M |
|
833
Copart
CPRT
$46.9B
| $33.8M | 0.02% |
+8,770,024
| New | +$33.8M |
|
834
National Bank Holdings
NBHC
$1.47B
| $33.6M | 0.02% |
+1,707,146
| New | +$33.6M |
|
835
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $33.6M | 0.02% |
+430,385
| New | +$33.6M |
|
|
YHOO
836
DELISTED
Yahoo Inc
YHOO
| $33.6M | 0.02% |
+1,336,333
| New | +$33.6M |
|
837
AerCap
AER
$21.7B
| $33.5M | 0.02% |
+1,920,455
| New | +$33.5M |
|
838
iShares Biotechnology ETF
IBB
$5.64B
| $33.4M | 0.02% |
+576,294
| New | +$33.4M |
|
839
SLM Corp
SLM
$6.01B
| $33.4M | 0.02% |
+4,087,721
| New | +$33.4M |
|
840
Alnylam Pharmaceuticals
ALNY
$61.5B
| $33.3M | 0.02% |
+1,074,529
| New | +$33.3M |
|
841
iShares MSCI Australia ETF
EWA
$1.54B
| $33.3M | 0.02% |
+1,473,210
| New | +$33.3M |
|
842
Vanguard Industrials ETF
VIS
$6.11B
| $33.2M | 0.02% |
+407,416
| New | +$33.2M |
|
|
OMX
843
DELISTED
OFFICEMAX INCORPORATED
OMX
| $33.2M | 0.02% |
+3,247,620
| New | +$33.2M |
|
844
Brookfield
BN
$100B
| $33.2M | 0.02% |
+2,626,175
| New | +$33.2M |
|
845
First Trust S&P REIT Index Fund
FRI
$155M
| $33.2M | 0.02% |
+1,782,115
| New | +$33.2M |
|
846
Hasbro
HAS
$10.9B
| $33.2M | 0.02% |
+740,670
| New | +$33.2M |
|
|
CKP
847
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $33.1M | 0.02% |
+2,330,515
| New | +$33.1M |
|
848
Brown-Forman Class B
BF.B
$12.9B
| $33.1M | 0.02% |
+1,529,394
| New | +$33.1M |
|
|
ETFC
849
DELISTED
E*Trade Financial Corporation
ETFC
| $32.9M | 0.02% |
+2,600,931
| New | +$32.9M |
|
|
GTIV
850
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $32.9M | 0.02% |
+3,299,447
| New | +$32.9M |
|