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 | 9.82% |
| 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 | |
|---|---|---|---|---|---|---|
201
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
| $245M | 0.13% |
+2,524,621
| New | +$245M |
|
|
VIAB
202
DELISTED
Viacom Inc. Class B
VIAB
| $244M | 0.13% |
+3,592,635
| New | +$244M |
|
203
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
| $244M | 0.13% |
+2,608,248
| New | +$244M |
|
|
CTRX
204
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $243M | 0.13% |
+4,974,239
| New | +$243M |
|
205
Crown Castle
CCI
$43.2B
| $242M | 0.13% |
+3,344,457
| New | +$242M |
|
206
Vanguard Information Technology ETF
VGT
$99.7B
| $240M | 0.12% |
+3,248,533
| New | +$240M |
|
|
SIAL
207
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $238M | 0.12% |
+2,954,180
| New | +$238M |
|
208
SPDR Dow Jones REIT ETF
RWR
$1.83B
| $238M | 0.12% |
+3,127,494
| New | +$238M |
|
|
SINA
209
DELISTED
Sina Corp
SINA
| $236M | 0.12% |
+4,243,575
| New | +$236M |
|
210
McKesson
MCK
$85.4B
| $235M | 0.12% |
+2,049,461
| New | +$235M |
|
211
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $233M | 0.12% |
+5,935,810
| New | +$233M |
|
212
Sanofi
SNY
$121B
| $230M | 0.12% |
+4,472,398
| New | +$230M |
|
|
LNKD
213
DELISTED
LinkedIn Corporation
LNKD
| $230M | 0.12% |
+1,288,826
| New | +$230M |
|
|
GNC
214
DELISTED
GNC Holdings, Inc.
GNC
| $228M | 0.12% |
+5,158,461
| New | +$228M |
|
215
MetLife
MET
$54.1B
| $226M | 0.12% |
+4,939,469
| New | +$226M |
|
216
Televisa
TV
$1.49B
| $225M | 0.12% |
+9,051,719
| New | +$225M |
|
217
Verisk Analytics
VRSK
$37.5B
| $224M | 0.12% |
+3,752,319
| New | +$224M |
|
218
Factset
FDS
$14.1B
| $224M | 0.12% |
+2,194,326
| New | +$224M |
|
219
Vanguard Small-Cap ETF
VB
$66.4B
| $223M | 0.12% |
+2,380,846
| New | +$223M |
|
|
ABV
220
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
| $222M | 0.12% |
+5,956,747
| New | +$222M |
|
|
OUBS
221
DELISTED
USB AG (NEW)
OUBS
| $221M | 0.11% |
+13,015,276
| New | +$221M |
|
222
L3Harris
LHX
$51.9B
| $218M | 0.11% |
+4,424,835
| New | +$218M |
|
223
Mondelez International
MDLZ
$79.5B
| $217M | 0.11% |
+7,607,737
| New | +$217M |
|
224
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $217M | 0.11% |
+3,019,394
| New | +$217M |
|
225
APA Corp
APA
$8.31B
| $216M | 0.11% |
+2,573,158
| New | +$216M |
|