Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year 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 Return
1 Year Return
+16.23%
3 Year Return
5 Year Return
10 Year Return
AUM
$193B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,893
New
Increased
Reduced
Closed

Top Buys

1
+$2.61B
2
+$2.46B
3
+$1.99B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98B
5
XOM icon
Exxon Mobil
XOM
+$1.86B

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.94%
2 Industrials 9.81%
3 Financials 9.65%
4 Healthcare 8.78%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.61B 1.35%
+67,307,390
2
$2.46B 1.27%
+173,968,368
3
$1.99B 1.03%
+29,008,560
4
$1.98B 1.03%
+90,397,527
5
$1.86B 0.96%
+20,615,760
6
$1.67B 0.86%
+46,877,313
7
$1.53B 0.79%
+26,779,206
8
$1.48B 0.77%
+8,108,317
9
$1.48B 0.76%
+12,483,222
10
$1.44B 0.74%
+41,658,008
11
$1.43B 0.74%
+16,698,969
12
$1.41B 0.73%
+31,193,842
13
$1.41B 0.73%
+12,657,408
14
$1.4B 0.72%
+60,621,740
15
$1.31B 0.68%
+24,725,435
16
$1.29B 0.67%
+8,027,957
17
$1.24B 0.64%
+96,801,239
18
$1.2B 0.62%
+55,180,160
19
$1.14B 0.59%
+28,689,726
20
$1.14B 0.59%
+18,667,031
21
$1.14B 0.59%
+7,105,099
22
$1.09B 0.57%
+14,125,191
23
$1.03B 0.53%
+12,606,738
24
$989M 0.51%
+36,990,529
25
$987M 0.51%
+12,821,793
1
2 3 4 5