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
Top Sells
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Healthcare | 9.32% |
| 3 | Financials | 9.24% |
| 4 | Industrials | 9.03% |
| 5 | Consumer Discretionary | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Phillips 66
PSX
$54B
| $955M | 0.27% |
8,468,401
+44,493
| +0.5% | +$5.02M |
|
77
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
| $950M | 0.27% |
11,803,484
-785,989
| -6% | -$63.3M |
|
78
Blackrock
BLK
$175B
| $938M | 0.27% |
1,989,721
+32,370
| +2% | +$15.3M |
|
79
Norfolk Southern
NSC
$62.8B
| $936M | 0.26% |
5,183,875
-12,036
| -0.2% | -$2.17M |
|
80
Becton Dickinson
BDX
$55.3B
| $930M | 0.26% |
3,565,101
+27,188
| +0.8% | +$7.1M |
|
81
Costco
COST
$418B
| $922M | 0.26% |
3,927,365
-306,000
| -7% | -$71.9M |
|
82
iShares Russell 1000 Growth ETF
IWF
$116B
| $920M | 0.26% |
5,895,703
-296,173
| -5% | -$46.2M |
|
83
iShares MSCI Emerging Markets ETF
EEM
$19B
| $919M | 0.26% |
21,410,146
+104,822
| +0.5% | +$4.5M |
|
84
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $911M | 0.26% |
2,478,517
+27,808
| +1% | +$10.2M |
|
85
Vanguard Mid-Cap ETF
VO
$87.5B
| $877M | 0.25% |
5,339,848
+997,082
| +23% | +$164M |
|
86
Sysco
SYY
$38.5B
| $867M | 0.25% |
11,834,433
-533,983
| -4% | -$39.1M |
|
87
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $861M | 0.24% |
10,310,572
-2,128,510
| -17% | -$178M |
|
88
Honeywell
HON
$139B
| $859M | 0.24% |
5,163,329
+435,272
| +9% | +$72.4M |
|
89
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $857M | 0.24% |
9,011,636
-2,127,506
| -19% | -$202M |
|
90
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $852M | 0.24% |
10,917,261
-599,833
| -5% | -$46.8M |
|
91
Salesforce
CRM
$245B
| $849M | 0.24% |
5,335,790
+6,865
| +0.1% | +$1.09M |
|
92
Texas Instruments
TXN
$184B
| $848M | 0.24% |
7,900,221
+235,474
| +3% | +$25.3M |
|
93
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $832M | 0.24% |
9,628,563
-120,426
| -1% | -$10.4M |
|
94
iShares S&P 500 Value ETF
IVE
$41.2B
| $821M | 0.23% |
7,083,497
+53,831
| +0.8% | +$6.24M |
|
95
L3Harris
LHX
$51.9B
| $808M | 0.23% |
4,775,983
-249,433
| -5% | -$42.2M |
|
96
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $799M | 0.23% |
6,813,192
-1,772,460
| -21% | -$208M |
|
97
VF Corp
VFC
$5.91B
| $794M | 0.22% |
8,497,300
-199,018
| -2% | -$18.6M |
|
98
Thermo Fisher Scientific
TMO
$186B
| $784M | 0.22% |
3,213,226
+23,811
| +0.7% | +$5.81M |
|
99
Aflac
AFL
$57.2B
| $780M | 0.22% |
16,579,076
+200,331
| +1% | +$9.43M |
|
100
Qualcomm
QCOM
$173B
| $774M | 0.22% |
10,748,314
-538,246
| -5% | -$38.8M |
|