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
$230B
AUM Growth
+$20B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,184
New
Increased
Reduced
Closed

Top Buys

1 +$231M
2 +$228M
3 +$224M
4
V icon
Visa
V
+$223M
5
RAX
Rackspace Hosting Inc
RAX
+$205M

Top Sells

1 +$345M
2 +$325M
3 +$264M
4
PRGO icon
Perrigo
PRGO
+$243M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$230M

Sector Composition

1 Technology 10.42%
2 Industrials 10.19%
3 Financials 9.99%
4 Healthcare 9.66%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.81B 1.65%
190,037,568
+8,936,340
2
$2.72B 1.18%
66,128,841
-5,590,466
3
$2.58B 1.12%
92,418,072
+1,799,801
4
$2.25B 0.97%
53,879,284
+2,453,044
5
$2.04B 0.88%
20,143,575
-61,716
6
$2.02B 0.88%
31,302,532
+1,289,517
7
$1.77B 0.77%
32,365,862
+414,636
8
$1.73B 0.75%
12,843,484
+165,132
9
$1.64B 0.71%
17,875,684
+1,126,622
10
$1.63B 0.71%
24,353,769
+1,314,894
11
$1.63B 0.71%
60,902,450
+756,860
12
$1.59B 0.69%
12,758,103
+234,877
13
$1.55B 0.67%
26,570,736
+431,031
14
$1.47B 0.64%
7,977,091
+756,671
15
$1.45B 0.63%
8,095,136
-117,916
16
$1.45B 0.63%
93,121,033
-3,455,037
17
$1.4B 0.61%
70,121,500
+2,691,460
18
$1.39B 0.6%
18,769,539
-528,191
19
$1.39B 0.6%
37,238,557
+576,980
20
$1.36B 0.59%
32,916,802
+1,669,243
21
$1.34B 0.58%
7,228,735
+31,393
22
$1.28B 0.56%
17,060,824
+501,642
23
$1.22B 0.53%
17,037,902
+398,166
24
$1.15B 0.5%
9,772,924
-72,602
25
$1.13B 0.49%
13,675,901
+85,332