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
$242B
AUM Growth
+$7.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,410
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$599M
3
+$377M
4
IYR icon
iShares US Real Estate ETF
IYR
+$314M
5
HAL icon
Halliburton
HAL
+$272M

Top Sells

1
+$777M
2
+$389M
3
+$365M
4
AMZN icon
Amazon
AMZN
+$265M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$257M

Sector Composition

1 Technology 9.97%
2 Industrials 9.78%
3 Healthcare 9.73%
4 Financials 9.52%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.69B 1.52%
158,691,252
-33,445,252
2
$3B 1.24%
15,311,079
+6,395,278
3
$2.66B 1.1%
92,030,097
+157,181
4
$2.6B 1.07%
60,258,486
-302,475
5
$2.6B 1.07%
60,979,004
+8,845,668
6
$2.4B 0.99%
32,013,438
-144,111
7
$1.89B 0.78%
18,802,201
-543,039
8
$1.84B 0.76%
17,561,131
-863,626
9
$1.77B 0.73%
31,605,932
-22,790
10
$1.71B 0.71%
59,901,635
+246,340
11
$1.67B 0.69%
12,769,318
-217,772
12
$1.59B 0.65%
35,838,775
+909,946
13
$1.58B 0.65%
37,883,266
+250,969
14
$1.55B 0.64%
12,335,972
-103,687
15
$1.54B 0.64%
22,584,415
+19,453
16
$1.49B 0.61%
96,830,501
-339,198
17
$1.48B 0.61%
7,535,485
+232,693
18
$1.46B 0.6%
12,297,204
+5,044,395
19
$1.45B 0.6%
18,361,943
+22,852
20
$1.38B 0.57%
23,929,298
-1,888,293
21
$1.29B 0.53%
15,028,383
+332,579
22
$1.26B 0.52%
7,287,860
-764,029
23
$1.26B 0.52%
10,695,626
-232,661
24
$1.25B 0.52%
17,255,378
-33,484
25
$1.2B 0.49%
14,482,515
-1,952,040
1
2 3 4 5