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 |
Financial Select Sector SPDR Fund
XLF
|
+$922M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$724M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$599M |
| 4 |
Microsoft
MSFT
|
+$561M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$366M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$411M |
| 2 |
Tesla
TSLA
|
+$360M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$231M |
| 4 |
iShares MBS ETF
MBB
|
+$204M |
| 5 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$173M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Healthcare | 8.82% |
| 3 | Financials | 7.87% |
| 4 | Industrials | 6.94% |
| 5 | Consumer Discretionary | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Boyd Gaming
BYD
$6.79B
| $10.5M | ﹤0.01% |
159,800
-10,058
| -6% | -$662K |
|
1677
Concentrix
CNXC
$3.4B
| $10.5M | ﹤0.01% |
63,061
+17,586
| +39% | +$2.93M |
|
1678
Alnylam Pharmaceuticals
ALNY
$61.1B
| $10.5M | ﹤0.01% |
64,309
+19,142
| +42% | +$3.13M |
|
1679
Pan American Silver
PAAS
$15.5B
| $10.5M | ﹤0.01% |
384,148
-174,167
| -31% | -$4.76M |
|
1680
TEGNA Inc
TGNA
$3.39B
| $10.5M | ﹤0.01% |
467,591
-26,273
| -5% | -$589K |
|
1681
SiriusXM
SIRI
$7.84B
| $10.4M | ﹤0.01% |
157,473
+9,376
| +6% | +$621K |
|
1682
Opendoor
OPEN
$6.68B
| $10.4M | ﹤0.01% |
1,201,850
-215,967
| -15% | -$1.87M |
|
1683
Boot Barn
BOOT
$5.4B
| $10.4M | ﹤0.01% |
109,469
-43,905
| -29% | -$4.16M |
|
1684
Brixmor Property Group
BRX
$8.57B
| $10.4M | ﹤0.01% |
401,412
+23,286
| +6% | +$601K |
|
1685
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $10.4M | ﹤0.01% |
188,202
-22,990
| -11% | -$1.27M |
|
1686
Baidu
BIDU
$39.5B
| $10.3M | ﹤0.01% |
78,196
-18,587
| -19% | -$2.46M |
|
1687
Jack in the Box
JACK
$350M
| $10.3M | ﹤0.01% |
110,644
+21,127
| +24% | +$1.97M |
|
1688
Wheaton Precious Metals
WPM
$48.4B
| $10.3M | ﹤0.01% |
216,873
+38,469
| +22% | +$1.83M |
|
1689
Cathay General Bancorp
CATY
$3.39B
| $10.3M | ﹤0.01% |
230,346
+15,016
| +7% | +$672K |
|
1690
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $10.3M | ﹤0.01% |
414,878
+18,126
| +5% | +$449K |
|
1691
Lloyds Banking Group
LYG
$67B
| $10.3M | ﹤0.01% |
4,254,777
+685,757
| +19% | +$1.65M |
|
1692
Sprouts Farmers Market
SFM
$13.3B
| $10.3M | ﹤0.01% |
320,571
-133,836
| -29% | -$4.28M |
|
1693
Kohl's
KSS
$1.71B
| $10.3M | ﹤0.01% |
169,581
-51,488
| -23% | -$3.11M |
|
1694
Hanover Insurance
THG
$6.45B
| $10.2M | ﹤0.01% |
68,252
+6,941
| +11% | +$1.04M |
|
1695
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.34B
| $10.2M | ﹤0.01% |
108,023
-412
| -0.4% | -$38.8K |
|
1696
iShares Latin America 40 ETF
ILF
$1.81B
| $10.1M | ﹤0.01% |
333,641
+143,689
| +76% | +$4.37M |
|
1697
Myriad Genetics
MYGN
$674M
| $10.1M | ﹤0.01% |
401,492
+55,260
| +16% | +$1.39M |
|
1698
Saic
SAIC
$4.9B
| $10.1M | ﹤0.01% |
109,592
+682
| +0.6% | +$62.9K |
|
1699
Americold
COLD
$3.93B
| $10.1M | ﹤0.01% |
361,809
+46,557
| +15% | +$1.3M |
|
1700
Onto Innovation
ONTO
$5.44B
| $10.1M | ﹤0.01% |
115,934
-13,785
| -11% | -$1.2M |
|