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 |
NextEra Energy, Inc.
NEE
|
$1.87B |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$920M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$655M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$654M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$629M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
| $880M | 0.21% | 12,190,476 +9,050,853 | +288% | +$654M |
|
102
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
| $880M | 0.21% | 57,667,388 -20,254,797 | -26% | -$309M |
|
103
Chubb
CB
$110B
| $876M | 0.21% | 5,694,127 +259,914 | +5% | +$40M |
|
104
Mondelez International
MDLZ
$79.5B
| $869M | 0.21% | 14,868,928 -305,009 | -2% | -$17.8M |
|
105
ServiceNow
NOW
$190B
| $861M | 0.21% | 1,564,504 +16,543 | +1% | +$9.11M |
|
106
Danaher
DHR
$147B
| $857M | 0.21% | 3,856,931 +259,327 | +7% | +$57.6M |
|
107
Bank of America
BAC
$376B
| $845M | 0.2% | 27,890,587 +2,314,057 | +9% | +$70.1M |
|
108
VF Corp
VFC
$5.91B
| $839M | 0.2% | 9,828,744 -222,383 | -2% | -$19M |
|
109
Emerson Electric
EMR
$74.3B
| $825M | 0.2% | 10,266,125 +273,272 | +3% | +$22M |
|
110
Netflix
NFLX
$513B
| $824M | 0.2% | 1,523,186 +58,706 | +4% | +$31.7M |
|
111
iShares MBS ETF
MBB
$41B
| $819M | 0.2% | 7,438,848 +56,906 | +0.8% | +$6.27M |
|
112
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| $816M | 0.2% | 1,943,761 +12,817 | +0.7% | +$5.38M |
|
113
The Communication Services Select Sector SPDR Fund
XLC
$25B
| $814M | 0.2% | 12,067,628 +213,684 | +2% | +$14.4M |
|
114
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $806M | 0.19% | 5,832,649 -174,490 | -3% | -$24.1M |
|
115
iShares MSCI Emerging Markets ETF
EEM
$19B
| $800M | 0.19% | 15,474,671 +1,325,162 | +9% | +$68.5M |
|
116
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $799M | 0.19% | 11,769,855 -566,612 | -5% | -$38.5M |
|
117
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $795M | 0.19% | 9,589,190 -353,207 | -4% | -$29.3M |
|
118
Qualcomm
QCOM
$173B
| $782M | 0.19% | 5,134,399 +510,261 | +11% | +$77.7M |
|
119
Colgate-Palmolive
CL
$67.9B
| $776M | 0.19% | 9,070,891 +213,288 | +2% | +$18.2M |
|
120
Tesla
TSLA
$1.08T
| $767M | 0.18% | 1,087,476 -1,846,377 | -63% | -$1.3B |
|
121
IBM
IBM
$227B
| $767M | 0.18% | 6,092,298 +108,676 | +2% | +$13.7M |
|
122
iShares S&P 500 Value ETF
IVE
$41.2B
| $762M | 0.18% | 5,948,533 +236,213 | +4% | +$30.2M |
|
123
Bristol-Myers Squibb
BMY
$96B
| $760M | 0.18% | 12,250,558 +833,884 | +7% | +$51.7M |
|
124
Waste Management
WM
$91.2B
| $749M | 0.18% | 6,350,430 +477,574 | +8% | +$56.3M |
|
125
iShares Gold Trust
IAU
$50.6B
| $742M | 0.18% | 40,942,210 +6,404,563 | +19% | +$116M |
|