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 | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.33% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Ecolab
ECL
$77.5B
| $467M | 0.13% |
2,359,386
+366,018
| +18% | +$72.5M |
|
152
Microchip Technology
MCHP
$35.6B
| $467M | 0.13% |
10,048,356
-566,982
| -5% | -$26.3M |
|
153
Industrial Select Sector SPDR Fund
XLI
$23B
| $467M | 0.13% |
6,012,674
-2,011,234
| -25% | -$156M |
|
154
Allstate
ALL
$53.3B
| $461M | 0.13% |
4,242,184
-254,079
| -6% | -$27.6M |
|
155
Stryker
SYK
$150B
| $460M | 0.13% |
2,127,087
+50,000
| +2% | +$10.8M |
|
156
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.23B
| $456M | 0.13% |
15,658,293
+12,207
| +0.1% | +$356K |
|
157
Boston Scientific
BSX
$158B
| $456M | 0.13% |
11,211,339
+304,891
| +3% | +$12.4M |
|
|
WBA
158
DELISTED
Walgreens Boots Alliance
WBA
| $456M | 0.13% |
8,245,923
+424,587
| +5% | +$23.5M |
|
159
Vanguard Information Technology ETF
VGT
$99.5B
| $455M | 0.13% |
2,110,161
-4,521
| -0.2% | -$975K |
|
160
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| $452M | 0.13% |
4,179,669
-109,450
| -3% | -$11.8M |
|
161
Vanguard Dividend Appreciation ETF
VIG
$95.7B
| $452M | 0.13% |
3,776,514
+176,315
| +5% | +$21.1M |
|
162
Waste Connections
WCN
$46B
| $451M | 0.13% |
4,907,426
-393,351
| -7% | -$36.2M |
|
163
Motorola Solutions
MSI
$79.2B
| $450M | 0.13% |
2,642,679
-438,807
| -14% | -$74.8M |
|
164
Fidelity National Information Services
FIS
$35.7B
| $450M | 0.13% |
3,391,548
-391,969
| -10% | -$52M |
|
165
Health Care Select Sector SPDR Fund
XLV
$34B
| $449M | 0.13% |
4,984,504
-3,519,540
| -41% | -$317M |
|
166
Bristol-Myers Squibb
BMY
$95.3B
| $440M | 0.12% |
8,668,907
+945,825
| +12% | +$48M |
|
167
Qualcomm
QCOM
$172B
| $439M | 0.12% |
5,756,464
+222,784
| +4% | +$17M |
|
168
Amdocs
DOX
$9.35B
| $435M | 0.12% |
6,574,588
+160,759
| +3% | +$10.6M |
|
169
Brown & Brown
BRO
$31.2B
| $435M | 0.12% |
12,050,245
+183,026
| +2% | +$6.6M |
|
170
SPDR Gold Trust
GLD
$112B
| $421M | 0.12% |
3,028,952
+892,832
| +42% | +$124M |
|
171
CBRE Group
CBRE
$48.7B
| $416M | 0.12% |
7,845,246
+365,468
| +5% | +$19.4M |
|
172
American Water Works
AWK
$27.9B
| $406M | 0.12% |
3,266,728
-492,645
| -13% | -$61.2M |
|
173
S&P Global
SPGI
$164B
| $398M | 0.11% |
1,624,541
+39,902
| +3% | +$9.78M |
|
174
Vanguard Growth ETF
VUG
$186B
| $397M | 0.11% |
2,386,930
-52,250
| -2% | -$8.69M |
|
175
iShares National Muni Bond ETF
MUB
$38.9B
| $396M | 0.11% |
3,471,480
-1,227,284
| -26% | -$140M |
|