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 | |
|---|---|---|---|---|---|---|
1026
AngloGold Ashanti
AU
$33.1B
| $34M | 0.01% |
2,709,138
+75,978
| +3% | +$954K |
|
1027
Invesco S&P SmallCap Information Technology ETF
PSCT
$287M
| $34M | 0.01% |
1,477,443
-267,849
| -15% | -$6.16M |
|
1028
Kadant
KAI
$3.8B
| $34M | 0.01% |
416,991
-72,299
| -15% | -$5.89M |
|
1029
WisdomTree Japan Hedged Equity Fund
DXJ
$3.84B
| $33.9M | 0.01% |
730,957
-415,960
| -36% | -$19.3M |
|
1030
WillScot Mobile Mini Holdings
WSC
$4.29B
| $33.9M | 0.01% |
3,596,375
+340,213
| +10% | +$3.2M |
|
1031
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.68B
| $33.8M | 0.01% |
1,215,001
+191,607
| +19% | +$5.34M |
|
1032
LendingTree
TREE
$978M
| $33.8M | 0.01% |
154,041
-96,190
| -38% | -$21.1M |
|
1033
iShares US Financials ETF
IYF
$4.1B
| $33.8M | 0.01% |
635,256
+213,164
| +51% | +$11.3M |
|
1034
Wayfair
W
$11.7B
| $33.7M | 0.01% |
373,760
+332,340
| +802% | +$29.9M |
|
1035
Integer Holdings
ITGR
$3.65B
| $33.6M | 0.01% |
440,897
-82,418
| -16% | -$6.29M |
|
1036
AMN Healthcare
AMN
$727M
| $33.6M | 0.01% |
593,056
-68,530
| -10% | -$3.88M |
|
1037
Credicorp
BAP
$21.2B
| $33.6M | 0.01% |
151,374
-2,881
| -2% | -$639K |
|
1038
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $33.5M | 0.01% |
556,757
+361,509
| +185% | +$21.7M |
|
1039
Four Corners Property Trust
FCPT
$2.66B
| $33.4M | 0.01% |
1,276,034
+120,462
| +10% | +$3.16M |
|
|
AMED
1040
DELISTED
Amedisys
AMED
| $33.4M | 0.01% |
284,959
-282,379
| -50% | -$33.1M |
|
1041
Vanguard Mega Cap 300 Index ETF
MGC
$7.84B
| $33.3M | 0.01% |
383,474
+39,769
| +12% | +$3.46M |
|
1042
iShares MSCI India ETF
INDA
$9.4B
| $33.3M | 0.01% |
999,170
-348,530
| -26% | -$11.6M |
|
1043
Conduent
CNDT
$458M
| $33.3M | 0.01% |
3,129,856
-178,441
| -5% | -$1.9M |
|
|
SFLY
1044
DELISTED
Shutterfly, Inc.
SFLY
| $33.3M | 0.01% |
826,219
+442,267
| +115% | +$17.8M |
|
1045
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.11B
| $33.2M | 0.01% |
1,103,566
-148,702
| -12% | -$4.48M |
|
1046
Mettler-Toledo International
MTD
$26.4B
| $33.2M | 0.01% |
58,721
+2,325
| +4% | +$1.31M |
|
1047
Essent Group
ESNT
$6.33B
| $33.1M | 0.01% |
967,742
+28,299
| +3% | +$967K |
|
1048
Mercury Insurance
MCY
$4.38B
| $33.1M | 0.01% |
639,396
+251,397
| +65% | +$13M |
|
1049
Western Union
WU
$2.74B
| $33M | 0.01% |
1,933,842
+460,808
| +31% | +$7.86M |
|
1050
Codexis
CDXS
$220M
| $33M | 0.01% |
1,975,392
+148,445
| +8% | +$2.48M |
|