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
$353B
AUM Growth
+$16.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,350
New
Increased
Reduced
Closed

Top Buys

1 +$1.21B
2 +$1.19B
3 +$494M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$204M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$203M

Sector Composition

1 Technology 12.06%
2 Healthcare 9.32%
3 Financials 9.24%
4 Industrials 9.02%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.9B 2.23%
26,988,885
-1,776,761
2
$6.57B 1.86%
57,452,131
-1,630,502
3
$5.34B 1.51%
18,376,269
+4,167,238
4
$5.31B 1.5%
94,081,088
-3,435,116
5
$4.91B 1.39%
113,453,181
-666,705
6
$4.77B 1.35%
28,322,445
-71,699
7
$4.34B 1.23%
105,795,015
+1,574,748
8
$4.16B 1.18%
39,423,190
+889,445
9
$3.99B 1.13%
99,188,075
+73,210
10
$3.89B 1.1%
38,876,460
+544,400
11
$3.16B 0.89%
27,982,174
+112,123
12
$2.89B 0.82%
20,903,552
-719,933
13
$2.89B 0.82%
59,343,993
-1,098,413
14
$2.8B 0.79%
34,740,308
-3,631,114
15
$2.77B 0.78%
13,394,690
-62,608
16
$2.21B 0.62%
36,582,000
+49,260
17
$2.19B 0.62%
25,057,148
+989,206
18
$2.15B 0.61%
25,324,083
-759,584
19
$2.04B 0.58%
80,619,062
+395,976
20
$2.04B 0.58%
7,665,922
-26,977
21
$2.02B 0.57%
33,846,520
-531,620
22
$1.91B 0.54%
28,112,319
-803,013
23
$1.87B 0.53%
12,487,788
-231,204
24
$1.81B 0.51%
34,862,164
+23,022,903
25
$1.77B 0.5%
14,452,545
-12,844