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
$337B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,402
New
Increased
Reduced
Closed

Top Sells

1 +$1.03B
2 +$769M
3 +$555M
4
AAPL icon
Apple
AAPL
+$475M
5
AMZN icon
Amazon
AMZN
+$390M

Sector Composition

1 Technology 11.55%
2 Financials 9.3%
3 Healthcare 8.88%
4 Industrials 8.74%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.85B 2.33%
28,765,646
-3,764,350
2
$5.83B 1.73%
59,082,633
-3,548,271
3
$4.9B 1.45%
114,119,886
-392,732
4
$4.65B 1.38%
28,394,144
-594,939
5
$4.51B 1.34%
97,516,204
-10,266,640
6
$4.4B 1.3%
104,220,267
-1,684,953
7
$4.1B 1.21%
38,533,745
+4,866,865
8
$3.86B 1.14%
99,114,865
+1,187,190
9
$3.85B 1.14%
14,209,031
-2,046,492
10
$3.26B 0.97%
38,332,060
-4,592,700
11
$3.13B 0.93%
38,371,422
-9,441,873
12
$2.9B 0.86%
27,870,051
-253,973
13
$2.63B 0.78%
13,457,298
-306,262
14
$2.62B 0.78%
21,623,485
-1,474,706
15
$2.6B 0.77%
60,442,406
-3,364,383
16
$2.16B 0.64%
26,083,667
-1,143,084
17
$2.08B 0.62%
10,711,220
-766,437
18
$2.06B 0.61%
36,532,740
-2,072,140
19
$2.01B 0.6%
24,067,942
+776,320
20
$1.95B 0.58%
80,223,086
+10,456,597
21
$1.94B 0.57%
28,915,332
-1,319,436
22
$1.92B 0.57%
34,378,140
-2,407,220
23
$1.89B 0.56%
7,692,899
-10,520
24
$1.83B 0.54%
14,465,389
+171,282
25
$1.68B 0.5%
12,718,992
+1,007