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 |
Linde
LIN
|
+$621M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$509M |
| 3 |
Apple
AAPL
|
+$317M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$267M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$257M |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
+$742M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$701M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$541M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$517M |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
+$409M |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Healthcare | 9.79% |
| 3 | Financials | 9.23% |
| 4 | Industrials | 8.27% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANDX
851
DELISTED
Andeavor Logistics LP
ANDX
| $47M | 0.02% |
1,447,144
-508,039
| -26% | -$16.5M |
|
852
Brady Corp
BRC
$3.69B
| $46.9M | 0.02% |
1,079,287
-223,570
| -17% | -$9.72M |
|
853
FirstCash
FCFS
$6.46B
| $46.7M | 0.02% |
646,059
-66,776
| -9% | -$4.83M |
|
854
Newell Brands
NWL
$2.54B
| $46.7M | 0.02% |
2,511,976
+303,680
| +14% | +$5.65M |
|
855
Idacorp
IDA
$6.76B
| $46.7M | 0.02% |
501,430
-173,594
| -26% | -$16.2M |
|
856
Azenta
AZTA
$1.34B
| $46.6M | 0.02% |
1,779,501
+821,236
| +86% | +$21.5M |
|
857
Ferrari
RACE
$84.4B
| $46.4M | 0.02% |
466,788
-6,793
| -1% | -$676K |
|
858
Axalta
AXTA
$6.7B
| $46.3M | 0.02% |
1,977,234
+37,240
| +2% | +$872K |
|
859
Infosys
INFY
$70.4B
| $46.3M | 0.02% |
4,862,766
+984,052
| +25% | +$9.37M |
|
860
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $46.3M | 0.02% |
1,395,666
+94,416
| +7% | +$3.13M |
|
861
WisdomTree US MidCap Dividend Fund
DON
$3.8B
| $46.1M | 0.02% |
1,458,981
-574,257
| -28% | -$18.2M |
|
862
Arista Networks
ANET
$189B
| $46.1M | 0.02% |
3,502,416
+1,969,824
| +129% | +$25.9M |
|
863
Viatris
VTRS
$11.9B
| $45.9M | 0.02% |
1,673,572
+105,322
| +7% | +$2.89M |
|
864
HF Sinclair
DINO
$9.57B
| $45.7M | 0.02% |
894,349
-219,278
| -20% | -$11.2M |
|
865
Associated Banc-Corp
ASB
$4.36B
| $45.7M | 0.02% |
2,308,073
+221,999
| +11% | +$4.39M |
|
866
Sumitomo Mitsui Financial
SMFG
$108B
| $45.6M | 0.02% |
7,005,401
-898,268
| -11% | -$5.85M |
|
867
Canadian National Railway
CNI
$57.7B
| $45.6M | 0.02% |
614,783
-16,898
| -3% | -$1.25M |
|
868
Genpact
G
$7.49B
| $45.4M | 0.02% |
1,681,886
+963,635
| +134% | +$26M |
|
869
United Airlines
UAL
$34.8B
| $45.3M | 0.02% |
540,808
+56,740
| +12% | +$4.75M |
|
870
Dolby
DLB
$6.8B
| $45.1M | 0.02% |
729,929
-27,582
| -4% | -$1.71M |
|
871
iShares S&P 100 ETF
OEF
$22.4B
| $44.9M | 0.01% |
402,622
+4,421
| +1% | +$493K |
|
872
ICICI Bank
IBN
$113B
| $44.9M | 0.01% |
4,359,898
-1,913,969
| -31% | -$19.7M |
|
873
iShares MSCI Switzerland ETF
EWL
$1.33B
| $44.9M | 0.01% |
1,422,957
+46,498
| +3% | +$1.47M |
|
874
Agnico Eagle Mines
AEM
$76.8B
| $44.7M | 0.01% |
1,106,706
-115,881
| -9% | -$4.68M |
|
875
Brookfield
BN
$100B
| $44.6M | 0.01% |
2,173,106
-105,944
| -5% | -$2.17M |
|