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 | |
|---|---|---|---|---|---|---|
901
Civitas Resources
CIVI
$3.03B
| $29.9M | 0.02% |
+7,567
| New | +$29.9M |
|
902
HDFC Bank
HDB
$181B
| $29.9M | 0.02% |
+1,652,524
| New | +$29.9M |
|
903
The Bancorp
TBBK
$3.53B
| $29.9M | 0.02% |
+1,996,269
| New | +$29.9M |
|
904
Annaly Capital Management
NLY
$14.3B
| $29.9M | 0.02% |
+595,085
| New | +$29.9M |
|
905
International Flavors & Fragrances
IFF
$16.8B
| $29.9M | 0.02% |
+397,838
| New | +$29.9M |
|
906
Universal Health Services
UHS
$12B
| $29.8M | 0.02% |
+444,901
| New | +$29.8M |
|
907
KLA
KLAC
$126B
| $29.6M | 0.02% |
+531,981
| New | +$29.6M |
|
|
BERY
908
DELISTED
Berry Global Group, Inc.
BERY
| $29.6M | 0.02% |
+1,462,795
| New | +$29.6M |
|
909
Korn Ferry
KFY
$3.89B
| $29.6M | 0.02% |
+1,581,744
| New | +$29.6M |
|
910
First Trust Small Cap Core AlphaDEX Fund
FYX
$890M
| $29.5M | 0.02% |
+745,265
| New | +$29.5M |
|
|
PDCO
911
DELISTED
Patterson Companies, Inc.
PDCO
| $29.4M | 0.02% |
+781,485
| New | +$29.4M |
|
912
CF Industries
CF
$14.1B
| $29.3M | 0.02% |
+855,505
| New | +$29.3M |
|
913
Textron
TXT
$14.7B
| $29.3M | 0.02% |
+1,126,409
| New | +$29.3M |
|
|
JNY
914
DELISTED
JONES GROUP INC COM STK (PA)
JNY
| $29.3M | 0.02% |
+2,130,228
| New | +$29.3M |
|
915
GATX Corp
GATX
$6.08B
| $29.3M | 0.02% |
+617,012
| New | +$29.3M |
|
916
VanEck Junior Gold Miners ETF
GDXJ
$7.54B
| $29.3M | 0.02% |
+798,403
| New | +$29.3M |
|
917
Packaging Corp of America
PKG
$19.4B
| $29.1M | 0.02% |
+595,225
| New | +$29.1M |
|
918
Invesco FTSE RAFI US 1000 ETF
PRF
$8.2B
| $29.1M | 0.02% |
+2,022,200
| New | +$29.1M |
|
919
WisdomTree US LargeCap Dividend Fund
DLN
$5.32B
| $29M | 0.02% |
+968,102
| New | +$29M |
|
920
iShares MSCI Thailand ETF
THD
$235M
| $28.9M | 0.02% |
+368,612
| New | +$28.9M |
|
921
Ares Capital
ARCC
$15.8B
| $28.8M | 0.01% |
+1,674,420
| New | +$28.8M |
|
|
INFA
922
DELISTED
INFORMATICA CORP
INFA
| $28.6M | 0.01% |
+819,005
| New | +$28.6M |
|
|
BLOX
923
DELISTED
Infoblox Inc
BLOX
| $28.6M | 0.01% |
+978,456
| New | +$28.6M |
|
|
LCC
924
DELISTED
US AIRWAYS GROUP INC.
LCC
| $28.6M | 0.01% |
+1,739,137
| New | +$28.6M |
|
|
ELLI
925
DELISTED
Ellie Mae Inc
ELLI
| $28.5M | 0.01% |
+1,236,627
| New | +$28.5M |
|