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
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Terreno Realty
TRNO
$6.06B
| $13.2M | ﹤0.01% |
248,605
+2,976
| +1% | +$158K |
|
1252
J&J Snack Foods
JJSF
$2.09B
| $13.2M | ﹤0.01% |
101,732
-3,614
| -3% | -$468K |
|
1253
MP Materials
MP
$11.2B
| $13.1M | ﹤0.01% |
481,474
+94,481
| +24% | +$2.58M |
|
1254
iShares MSCI Brazil ETF
EWZ
$5.55B
| $13.1M | ﹤0.01% |
442,133
-99,861
| -18% | -$2.96M |
|
1255
iShares Morningstar Mid-Cap ETF
IMCB
$1.2B
| $13.1M | ﹤0.01% |
242,683
+20,827
| +9% | +$1.12M |
|
1256
Kimco Realty
KIM
$15.2B
| $13.1M | ﹤0.01% |
710,302
-611,021
| -46% | -$11.2M |
|
1257
MongoDB
MDB
$27B
| $13M | ﹤0.01% |
65,702
-220
| -0.3% | -$43.7K |
|
1258
Insight Enterprises
NSIT
$4.07B
| $13M | ﹤0.01% |
158,132
+17,123
| +12% | +$1.41M |
|
1259
ING
ING
$73.9B
| $13M | ﹤0.01% |
1,532,820
-1,413,341
| -48% | -$12M |
|
1260
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $13M | ﹤0.01% |
206,822
+17,450
| +9% | +$1.1M |
|
1261
United Bankshares
UBSI
$5.4B
| $13M | ﹤0.01% |
362,380
-27,479
| -7% | -$982K |
|
1262
Magna International
MGA
$13.2B
| $12.9M | ﹤0.01% |
272,888
-148,713
| -35% | -$7.05M |
|
1263
Cloudflare
NET
$78.3B
| $12.9M | ﹤0.01% |
233,715
-52,683
| -18% | -$2.91M |
|
|
HZNP
1264
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $12.9M | ﹤0.01% |
208,598
-72,990
| -26% | -$4.52M |
|
1265
Aecom
ACM
$16.9B
| $12.9M | ﹤0.01% |
188,695
+19,835
| +12% | +$1.36M |
|
|
TMX
1266
DELISTED
Terminix Global Holdings, Inc.
TMX
| $12.9M | ﹤0.01% |
336,735
-16,485
| -5% | -$631K |
|
1267
Fidelity MSCI Health Care Index ETF
FHLC
$2.49B
| $12.9M | ﹤0.01% |
223,224
+10,872
| +5% | +$627K |
|
1268
SPDR S&P Retail ETF
XRT
$445M
| $12.8M | ﹤0.01% |
227,614
-207,505
| -48% | -$11.7M |
|
1269
CRH
CRH
$76.8B
| $12.8M | ﹤0.01% |
398,324
-34,165
| -8% | -$1.1M |
|
1270
Wynn Resorts
WYNN
$12.9B
| $12.8M | ﹤0.01% |
202,816
-28,038
| -12% | -$1.77M |
|
1271
Ingredion
INGR
$8.14B
| $12.8M | ﹤0.01% |
158,678
-3,789
| -2% | -$305K |
|
1272
Alnylam Pharmaceuticals
ALNY
$61.4B
| $12.8M | ﹤0.01% |
63,812
-8,996
| -12% | -$1.8M |
|
1273
Sarepta Therapeutics
SRPT
$1.87B
| $12.7M | ﹤0.01% |
114,990
+24,784
| +27% | +$2.74M |
|
1274
iShares Morningstar Value ETF
ILCV
$1.1B
| $12.7M | ﹤0.01% |
224,537
+12,543
| +6% | +$708K |
|
1275
Hormel Foods
HRL
$14B
| $12.6M | ﹤0.01% |
277,407
-135,413
| -33% | -$6.15M |
|