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
$346B
AUM Growth
+$23.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,301
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$375M
3 +$282M
4
JPM icon
JPMorgan Chase
JPM
+$264M
5
PFE icon
Pfizer
PFE
+$247M

Top Sells

1 +$428M
2 +$390M
3 +$330M
4
BCR
CR Bard Inc.
BCR
+$249M
5
CELG
Celgene Corp
CELG
+$229M

Sector Composition

1 Technology 11.18%
2 Financials 9.52%
3 Industrials 8.88%
4 Healthcare 8.82%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.71B 2.52%
32,393,109
+5,476,330
2
$5.68B 1.64%
66,448,407
+2,864,858
3
$5.34B 1.54%
20,011,441
-1,459,994
4
$5.07B 1.46%
112,930,136
+4,960,123
5
$4.86B 1.4%
105,864,233
+1,286,010
6
$4.84B 1.4%
114,335,392
-2,145,108
7
$4.17B 1.2%
50,236,243
+121,201
8
$3.72B 1.08%
34,042,121
+601,574
9
$3.67B 1.06%
96,723,715
+5,285,375
10
$3.42B 0.99%
24,503,893
+496,806
11
$3.25B 0.94%
21,302,726
+1,850,553
12
$3.12B 0.9%
29,149,099
+2,473,317
13
$2.7B 0.78%
14,229,797
+304,779
14
$2.55B 0.74%
43,648,940
-353,060
15
$2.5B 0.72%
65,339,894
+2,667,376
16
$2.49B 0.72%
14,111,034
+57,862
17
$2.33B 0.67%
27,904,113
+1,685,920
18
$2.12B 0.61%
30,147,536
-201,196
19
$2.11B 0.61%
40,242,900
+4,089,760
20
$2.1B 0.61%
39,942,580
-735,700
21
$2B 0.58%
68,100,192
+1,543,877
22
$1.98B 0.57%
21,542,759
+302,488
23
$1.97B 0.57%
25,682,894
+167,424
24
$1.92B 0.56%
15,350,346
+1,268,842
25
$1.81B 0.52%
39,136,131
+5,233,110