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
$322B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,316
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$624M
3 +$466M
4
CSCO icon
Cisco
CSCO
+$340M
5
ADP icon
Automatic Data Processing
ADP
+$268M

Top Sells

1 +$2.95B
2 +$553M
3 +$440M
4
RAI
Reynolds American Inc
RAI
+$300M
5
APD icon
Air Products & Chemicals
APD
+$295M

Sector Composition

1 Technology 10.78%
2 Financials 9.4%
3 Healthcare 9.37%
4 Industrials 8.97%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.81B 2.11%
26,916,779
+4,528,499
2
$5.39B 1.67%
21,471,435
-11,727,246
3
$4.74B 1.47%
63,583,549
+71,104
4
$4.69B 1.45%
107,970,013
+2,055,849
5
$4.56B 1.41%
104,578,223
+2,003,152
6
$4.49B 1.39%
116,480,500
-5,527,060
7
$4.16B 1.29%
50,115,042
+885,942
8
$3.66B 1.13%
33,440,547
+4,248,868
9
$3.27B 1.01%
91,438,340
+481,820
10
$3.12B 0.97%
24,007,087
+1,387,166
11
$2.88B 0.89%
19,452,173
+522,058
12
$2.55B 0.79%
26,675,782
-963,278
13
$2.4B 0.74%
14,053,172
+146,187
14
$2.28B 0.71%
13,925,018
-198,129
15
$2.15B 0.67%
26,218,193
+959,366
16
$2.12B 0.65%
44,002,000
-838,480
17
$2.11B 0.65%
62,672,518
+10,118,013
18
$2.08B 0.64%
30,348,732
+1,455,127
19
$1.98B 0.61%
40,678,280
-2,953,820
20
$1.97B 0.61%
66,556,315
+2,527,341
21
$1.93B 0.6%
21,240,271
-504,043
22
$1.89B 0.59%
25,515,470
-960,238
23
$1.73B 0.54%
36,153,140
-896,420
24
$1.65B 0.51%
14,081,504
+497,847
25
$1.63B 0.5%
8,322,216
-233,596