Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Est. Return 16.23%
 

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.

This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288B
AUM Growth
-$82.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,933
New
Increased
Reduced
Closed

Top Sells

1 +$1.05B
2 +$386M
3 +$310M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$301M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$269M

Sector Composition

1 Technology 13.99%
2 Healthcare 10.19%
3 Financials 8.16%
4 Industrials 7.41%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$340M 0.12%
2,357,545
-90,145
177
$339M 0.12%
6,825,513
-3,887
178
$335M 0.12%
3,657,146
-445,408
179
$332M 0.11%
3,467,014
-610,687
180
$331M 0.11%
4,895,408
+103,715
181
$330M 0.11%
9,437,565
+1,754,400
182
$329M 0.11%
6,803,809
-1,122,076
183
$326M 0.11%
5,524,918
-499,277
184
$324M 0.11%
4,388,952
+629,587
185
$322M 0.11%
2,846,061
-225,502
186
$319M 0.11%
6,968,422
-456,289
187
$319M 0.11%
1,339,784
+14,132
188
$317M 0.11%
9,001,913
+3,475,383
189
$314M 0.11%
9,268,726
-439,724
190
$313M 0.11%
23,771,722
+2,800,584
191
$312M 0.11%
938,243
+154,850
192
$308M 0.11%
3,804,880
-235,161
193
$303M 0.1%
3,089,733
-2,204,108
194
$295M 0.1%
12,303,530
-233,570
195
$294M 0.1%
3,504,785
-740,353
196
$294M 0.1%
5,773,078
+624,757
197
$292M 0.1%
1,870,152
+260,589
198
$289M 0.1%
2,172,098
-171,896
199
$286M 0.1%
4,460,047
+187,476
200
$286M 0.1%
7,388,446
-893,858