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
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 | |
|---|---|---|---|---|---|---|
126
M&T Bank
MTB
$31.5B
| $525M | 0.17% |
2,977,799
-35,197
| -1% | -$6.21M |
|
127
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
| $525M | 0.17% |
8,847,124
+2,068,326
| +31% | +$123M |
|
128
Eaton
ETN
$136B
| $518M | 0.17% |
3,881,520
-101,798
| -3% | -$13.6M |
|
129
W.W. Grainger
GWW
$48.5B
| $510M | 0.17% |
1,043,478
+543,595
| +109% | +$266M |
|
130
3M
MMM
$82.8B
| $500M | 0.16% |
4,525,158
-1,302,981
| -22% | -$144M |
|
131
Qualcomm
QCOM
$173B
| $483M | 0.16% |
4,276,788
-110,900
| -3% | -$12.5M |
|
132
Palo Alto Networks
PANW
$127B
| $482M | 0.16% |
2,940,547
+2,000,586
| +213% | +$328M |
|
133
Goldman Sachs
GS
$226B
| $472M | 0.15% |
1,610,592
-30,110
| -2% | -$8.82M |
|
134
Clorox
CLX
$14.5B
| $465M | 0.15% |
3,619,336
+62,175
| +2% | +$7.98M |
|
135
Bristol-Myers Squibb
BMY
$96B
| $464M | 0.15% |
6,529,928
-305,989
| -4% | -$21.8M |
|
136
iShares MSCI Emerging Markets ETF
EEM
$19B
| $464M | 0.15% |
13,292,983
-1,596,650
| -11% | -$55.7M |
|
137
Xcel Energy
XEL
$42.8B
| $454M | 0.15% |
7,090,677
+796,280
| +13% | +$51M |
|
138
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $447M | 0.15% |
5,504,490
+819,602
| +17% | +$66.6M |
|
139
Marsh & McLennan
MMC
$101B
| $438M | 0.14% |
2,936,945
+14,802
| +0.5% | +$2.21M |
|
140
Genuine Parts
GPC
$19.4B
| $437M | 0.14% |
2,923,417
+89,363
| +3% | +$13.3M |
|
141
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
| $434M | 0.14% |
4,819,196
-148,327
| -3% | -$13.3M |
|
142
Intuit
INTU
$186B
| $428M | 0.14% |
1,104,443
-70,508
| -6% | -$27.3M |
|
143
Blackstone
BX
$134B
| $425M | 0.14% |
5,072,902
-195,940
| -4% | -$16.4M |
|
144
Stryker
SYK
$150B
| $414M | 0.13% |
2,041,895
+50,560
| +3% | +$10.2M |
|
145
Vanguard High Dividend Yield ETF
VYM
$64B
| $409M | 0.13% |
4,314,527
+296,836
| +7% | +$28.2M |
|
146
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $406M | 0.13% |
8,097,573
+1,444,328
| +22% | +$72.4M |
|
147
Intel
INTC
$107B
| $402M | 0.13% |
15,603,791
-448,209
| -3% | -$11.6M |
|
148
American Electric Power
AEP
$59.4B
| $400M | 0.13% |
4,628,360
-134,451
| -3% | -$11.6M |
|
149
PPG Industries
PPG
$25.1B
| $398M | 0.13% |
3,592,657
+27,214
| +0.8% | +$3.01M |
|
150
ConocoPhillips
COP
$124B
| $397M | 0.13% |
3,876,216
+137,857
| +4% | +$14.1M |
|