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 | |
|---|---|---|---|---|---|---|
|
BRSL
1326
Brightstar Lottery PLC
BRSL
$3.12B
| $14.4M | 0.01% |
+863,675
| New | +$14.4M |
|
1327
Tesla
TSLA
$1.28T
| $14.4M | 0.01% |
+2,013,750
| New | +$14.4M |
|
1328
Robert Half
RHI
$3.61B
| $14.4M | 0.01% |
+433,128
| New | +$14.4M |
|
1329
Ashland
ASH
$2.41B
| $14.3M | 0.01% |
+350,352
| New | +$14.3M |
|
1330
iShares Mortgage Real Estate ETF
REM
$610M
| $14.3M | 0.01% |
+282,554
| New | +$14.3M |
|
1331
Texas Roadhouse
TXRH
$11.1B
| $14.3M | 0.01% |
+571,708
| New | +$14.3M |
|
1332
Cleveland-Cliffs
CLF
$5.78B
| $14.2M | 0.01% |
+876,261
| New | +$14.2M |
|
|
AXE
1333
DELISTED
Anixter International Inc
AXE
| $14.2M | 0.01% |
+187,583
| New | +$14.2M |
|
|
MSD
1334
Morgan Stanley Emerging Markets Debt Fund
MSD
$152M
| $14.2M | 0.01% |
+1,395,971
| New | +$14.2M |
|
|
PRSU
1335
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $14.2M | 0.01% |
+675,679
| New | +$14.2M |
|
1336
Workday
WDAY
$59.6B
| $14.2M | 0.01% |
+221,226
| New | +$14.2M |
|
1337
BlackRock TCP Capital
TCPC
$605M
| $14.2M | 0.01% |
+844,167
| New | +$14.2M |
|
1338
iShares US Financial Services ETF
IYG
$1.93B
| $14.2M | 0.01% |
+593,730
| New | +$14.2M |
|
1339
Greif
GEF
$3.59B
| $14.1M | 0.01% |
+267,804
| New | +$14.1M |
|
|
DPG
1340
Duff & Phelps Utility and Infrastructure Fund
DPG
$463M
| $14.1M | 0.01% |
+752,703
| New | +$14.1M |
|
1341
ProAssurance
PRA
$1.22B
| $14M | 0.01% |
+269,325
| New | +$14M |
|
|
ABAX
1342
DELISTED
Abaxis Inc
ABAX
| $14M | 0.01% |
+295,217
| New | +$14M |
|
1343
Equinor
EQNR
$61.2B
| $14M | 0.01% |
+677,209
| New | +$14M |
|
|
ANH
1344
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $14M | 0.01% |
+2,500,685
| New | +$14M |
|
1345
Pinnacle West Capital
PNW
$10.5B
| $14M | 0.01% |
+252,253
| New | +$14M |
|
1346
Employers Holdings
EIG
$983M
| $14M | 0.01% |
+572,255
| New | +$14M |
|
1347
Domino's
DPZ
$15.3B
| $14M | 0.01% |
+239,914
| New | +$14M |
|
1348
Sealed Air
SEE
$4.99B
| $14M | 0.01% |
+582,455
| New | +$14M |
|
|
MWW
1349
DELISTED
Monster Worldwide Inc
MWW
| $13.9M | 0.01% |
+2,837,720
| New | +$13.9M |
|
1350
Semtech
SMTC
$5.23B
| $13.9M | 0.01% |
+397,692
| New | +$13.9M |
|