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 | |
|---|---|---|---|---|---|---|
|
ARO
1051
DELISTED
AEROPOSTALE INC
ARO
| $22.9M | 0.01% |
+1,657,649
| New | +$22.9M |
|
1052
KKR & Co
KKR
$129B
| $22.9M | 0.01% |
+1,163,208
| New | +$22.9M |
|
|
WDR
1053
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $22.9M | 0.01% |
+525,699
| New | +$22.9M |
|
|
IRF
1054
DELISTED
INTL RECTIFIER CORP
IRF
| $22.8M | 0.01% |
+1,089,475
| New | +$22.8M |
|
|
MDRX
1055
DELISTED
Veradigm Inc. Common Stock
MDRX
| $22.8M | 0.01% |
+1,758,857
| New | +$22.8M |
|
|
CSC
1056
DELISTED
Computer Sciences
CSC
| $22.8M | 0.01% |
+1,233,568
| New | +$22.8M |
|
1057
Sabra Healthcare REIT
SBRA
$4.59B
| $22.7M | 0.01% |
+870,452
| New | +$22.7M |
|
1058
iShares MSCI Taiwan ETF
EWT
$6.51B
| $22.7M | 0.01% |
+854,088
| New | +$22.7M |
|
|
CA
1059
DELISTED
CA, Inc.
CA
| $22.7M | 0.01% |
+792,263
| New | +$22.7M |
|
1060
Iridium Communications
IRDM
$1.95B
| $22.7M | 0.01% |
+2,920,286
| New | +$22.7M |
|
1061
Royce Value Trust
RVT
$1.97B
| $22.7M | 0.01% |
+1,620,038
| New | +$22.7M |
|
|
CHL
1062
DELISTED
China Mobile Limited
CHL
| $22.7M | 0.01% |
+437,628
| New | +$22.7M |
|
1063
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $22.6M | 0.01% |
+473,320
| New | +$22.6M |
|
|
MW
1064
DELISTED
THE MENS WAREHOUSE INC
MW
| $22.6M | 0.01% |
+597,061
| New | +$22.6M |
|
1065
Five Below
FIVE
$8.04B
| $22.5M | 0.01% |
+612,075
| New | +$22.5M |
|
1066
Wolverine World Wide
WWW
$2.48B
| $22.5M | 0.01% |
+824,056
| New | +$22.5M |
|
1067
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $22.5M | 0.01% |
+876,316
| New | +$22.5M |
|
|
PKD
1068
DELISTED
Parker Drilling Company
PKD
| $22.4M | 0.01% |
+300,299
| New | +$22.4M |
|
|
SYNT
1069
DELISTED
Syntel Inc
SYNT
| $22.4M | 0.01% |
+713,158
| New | +$22.4M |
|
1070
ProShares Short Russell2000
RWM
$124M
| $22.4M | 0.01% |
+271,217
| New | +$22.4M |
|
1071
Masco
MAS
$15.7B
| $22.4M | 0.01% |
+1,305,244
| New | +$22.4M |
|
1072
Flowers Foods
FLO
$3.01B
| $22.3M | 0.01% |
+1,012,458
| New | +$22.3M |
|
|
MOLXA
1073
DELISTED
MOLEX INC CL-A
MOLXA
| $22.3M | 0.01% |
+895,427
| New | +$22.3M |
|
1074
Zoetis
ZTS
$66.7B
| $22.2M | 0.01% |
+720,173
| New | +$22.2M |
|
1075
MDU Resources
MDU
$3.35B
| $22.2M | 0.01% |
+2,257,777
| New | +$22.2M |
|