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
$253B
AUM Growth
+$14.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,509
New
Increased
Reduced
Closed

Top Buys

1 +$1.75B
2 +$1.52B
3 +$332M
4
AMGN icon
Amgen
AMGN
+$331M
5
CMCSA icon
Comcast
CMCSA
+$255M

Top Sells

1 +$1.6B
2 +$393M
3 +$336M
4
AGN
Allergan plc
AGN
+$285M
5
EMC
EMC CORPORATION
EMC
+$231M

Sector Composition

1 Technology 10.73%
2 Healthcare 10.66%
3 Financials 9.69%
4 Industrials 8.62%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.14B 2.03%
25,234,622
+7,453,435
2
$3.91B 1.55%
148,747,332
-1,146,124
3
$3.33B 1.31%
41,768,429
+3,060,438
4
$3.04B 1.2%
54,714,810
+1,615,138
5
$3.02B 1.19%
82,261,113
+2,291,987
6
$2.58B 1.02%
78,988,454
-3,270,067
7
$1.97B 0.78%
9,624,209
+959,537
8
$1.94B 0.76%
35,173,364
+547,826
9
$1.94B 0.76%
32,973,350
+122,833
10
$1.91B 0.75%
18,555,745
+323,086
11
$1.86B 0.74%
66,848,960
+2,792,475
12
$1.75B 0.69%
+45,035,900
13
$1.75B 0.69%
16,718,820
-296,454
14
$1.74B 0.69%
44,503,309
-2,208,523
15
$1.7B 0.67%
12,884,626
-39,438
16
$1.66B 0.66%
11,152,687
-319,312
17
$1.64B 0.65%
48,604,300
-1,839,300
18
$1.61B 0.64%
24,377,744
+1,872,935
19
$1.61B 0.63%
20,622,233
-331,253
20
$1.59B 0.63%
15,093,049
+218,119
21
$1.55B 0.61%
19,537,604
+59,962
22
$1.52B 0.6%
19,653,056
-231,700
23
$1.39B 0.55%
36,731,760
-42,085,100
24
$1.3B 0.51%
12,839,230
-2,066,621
25
$1.26B 0.5%
48,626,684
+1,807,968