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
$238B
AUM Growth
-$21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,548
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$229M
3
+$217M
4
ABT icon
Abbott
ABT
+$201M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$181M

Top Sells

1
+$1.55B
2
+$403M
3
+$402M
4
CB
CHUBB CORPORATION
CB
+$288M
5
BIIB icon
Biogen
BIIB
+$277M

Sector Composition

1 Technology 10.8%
2 Healthcare 10.54%
3 Financials 9.61%
4 Industrials 8.8%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.13B 1.73%
149,893,456
-536,348
2
$3.41B 1.43%
17,781,187
-8,071,066
3
$2.92B 1.23%
38,707,991
+5,940,441
4
$2.85B 1.19%
79,969,126
+322,724
5
$2.72B 1.14%
82,258,521
-500,119
6
$2.47B 1.03%
78,816,860
+1,707,780
7
$2.35B 0.98%
53,099,672
+1,238,917
8
$1.88B 0.79%
32,850,517
+3,787,370
9
$1.85B 0.77%
34,625,538
+799,512
10
$1.84B 0.77%
46,711,832
+1,439,555
11
$1.75B 0.73%
64,056,485
+1,259,795
12
$1.7B 0.71%
18,232,659
+309,828
13
$1.67B 0.7%
8,664,672
-528,521
14
$1.56B 0.65%
20,953,486
+913,352
15
$1.53B 0.64%
17,015,274
+693,190
16
$1.52B 0.64%
14,874,930
-173,128
17
$1.49B 0.63%
12,924,064
+1,238,753
18
$1.46B 0.61%
14,905,851
+1,335,027
19
$1.4B 0.59%
19,477,642
+1,164,942
20
$1.39B 0.58%
11,471,999
-70,051
21
$1.39B 0.58%
19,884,756
+936,694
22
$1.37B 0.58%
22,504,809
+109,532
23
$1.29B 0.54%
50,443,600
+764,000
24
$1.22B 0.51%
11,164,942
+507,444
25
$1.18B 0.49%
12,514,981
+243,903
1
2 3 4 5