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 | |
|---|---|---|---|---|---|---|
926
Alkermes
ALKS
$4.57B
| $28.5M | 0.01% |
+994,632
| New | +$28.5M |
|
927
Hexcel
HXL
$4.98B
| $28.5M | 0.01% |
+837,616
| New | +$28.5M |
|
928
Bank of Montreal
BMO
$90.8B
| $28.5M | 0.01% |
+491,136
| New | +$28.5M |
|
|
CCC
929
DELISTED
Calgon Carbon Corp
CCC
| $28.4M | 0.01% |
+1,702,339
| New | +$28.4M |
|
930
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$301M
| $28.4M | 0.01% |
+1,394,095
| New | +$28.4M |
|
|
CYNO
931
DELISTED
Cynosure, Inc. Class A
CYNO
| $28.3M | 0.01% |
+1,091,202
| New | +$28.3M |
|
932
Steris
STE
$24.8B
| $28.3M | 0.01% |
+660,634
| New | +$28.3M |
|
933
Mohawk Industries
MHK
$8.67B
| $28.3M | 0.01% |
+251,730
| New | +$28.3M |
|
934
HCA Healthcare
HCA
$94.4B
| $28.2M | 0.01% |
+783,259
| New | +$28.2M |
|
935
Humana
HUM
$33.5B
| $28.2M | 0.01% |
+334,154
| New | +$28.2M |
|
936
Illumina
ILMN
$15.3B
| $28.2M | 0.01% |
+386,782
| New | +$28.2M |
|
937
Marvell Technology
MRVL
$57.5B
| $28.1M | 0.01% |
+2,396,955
| New | +$28.1M |
|
938
KBR
KBR
$6.39B
| $28M | 0.01% |
+862,152
| New | +$28M |
|
939
National Fuel Gas
NFG
$7.95B
| $27.9M | 0.01% |
+480,801
| New | +$27.9M |
|
|
OB
940
DELISTED
Onebeacon Insurance Group Ltd
OB
| $27.8M | 0.01% |
+1,921,613
| New | +$27.8M |
|
941
Trimble
TRMB
$19.7B
| $27.8M | 0.01% |
+1,070,216
| New | +$27.8M |
|
|
IMPV
942
DELISTED
Imperva, Inc.
IMPV
| $27.7M | 0.01% |
+615,255
| New | +$27.7M |
|
943
Brinker International
EAT
$7.06B
| $27.7M | 0.01% |
+702,754
| New | +$27.7M |
|
944
Forum Energy Technologies
FET
$326M
| $27.7M | 0.01% |
+45,513
| New | +$27.7M |
|
945
Host Hotels & Resorts
HST
$12.2B
| $27.6M | 0.01% |
+1,637,587
| New | +$27.6M |
|
946
Southwest Airlines
LUV
$16.7B
| $27.5M | 0.01% |
+2,130,083
| New | +$27.5M |
|
|
WG
947
DELISTED
Willbros Group
WG
| $27.4M | 0.01% |
+4,463,481
| New | +$27.4M |
|
|
TUP
948
DELISTED
Tupperware Brands Corporation
TUP
| $27.3M | 0.01% |
+351,444
| New | +$27.3M |
|
|
DELL
949
DELISTED
DELL INC
DELL
| $27.2M | 0.01% |
+2,040,222
| New | +$27.2M |
|
950
Wheaton Precious Metals
WPM
$48.7B
| $27.1M | 0.01% |
+1,379,260
| New | +$27.1M |
|