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 | 9.82% |
| 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 | |
|---|---|---|---|---|---|---|
76
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $548M | 0.28% | +4,218,574 | New | +$548M |
|
77
Financial Select Sector SPDR Fund
XLF
$54.1B
| $547M | 0.28% | +28,146,607 | New | +$547M |
|
78
Accenture
ACN
$162B
| $545M | 0.28% | +7,570,198 | New | +$545M |
|
79
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
| $536M | 0.28% | +5,295,232 | New | +$536M |
|
80
iShares Russell 1000 Growth ETF
IWF
$116B
| $528M | 0.27% | +7,263,801 | New | +$528M |
|
81
Diageo
DEO
$62.1B
| $526M | 0.27% | +4,575,576 | New | +$526M |
|
|
EMC
82
DELISTED
EMC CORPORATION
EMC
| $525M | 0.27% | +22,244,971 | New | +$525M |
|
83
Novartis
NVS
$245B
| $516M | 0.27% | +7,304,181 | New | +$516M |
|
84
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $491M | 0.25% | +5,823,913 | New | +$491M |
|
85
Merck
MRK
$210B
| $489M | 0.25% | +10,519,337 | New | +$489M |
|
86
iShares Russell 1000 Value ETF
IWD
$63.5B
| $479M | 0.25% | +5,721,806 | New | +$479M |
|
|
AMJ
87
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $470M | 0.24% | +10,082,835 | New | +$470M |
|
88
Technology Select Sector SPDR Fund
XLK
$83.9B
| $470M | 0.24% | +15,360,745 | New | +$470M |
|
89
Colgate-Palmolive
CL
$67.9B
| $461M | 0.24% | +8,049,738 | New | +$461M |
|
90
Philip Morris
PM
$260B
| $461M | 0.24% | +5,317,243 | New | +$461M |
|
91
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $457M | 0.24% | +8,095,943 | New | +$457M |
|
92
Eaton
ETN
$136B
| $452M | 0.23% | +6,865,172 | New | +$452M |
|
93
Goldman Sachs
GS
$226B
| $451M | 0.23% | +2,982,276 | New | +$451M |
|
|
IOC
94
DELISTED
Interoil Corporation
IOC
| $446M | 0.23% | +6,422,015 | New | +$446M |
|
95
AbbVie
ABBV
$372B
| $441M | 0.23% | +10,677,981 | New | +$441M |
|
96
General Mills
GIS
$26.4B
| $441M | 0.23% | +9,085,303 | New | +$441M |
|
97
Norfolk Southern
NSC
$62.8B
| $440M | 0.23% | +6,056,631 | New | +$440M |
|
98
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $436M | 0.23% | +2,074,273 | New | +$436M |
|
|
JWN
99
DELISTED
Nordstrom
JWN
| $436M | 0.23% | +7,266,964 | New | +$436M |
|
100
Emerson Electric
EMR
$74.3B
| $435M | 0.23% | +7,979,487 | New | +$435M |
|