Wells Fargo Portfolio holdings
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.
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.79T
| $8.81B | 2.87% | 37,840,412 -520,167 | -1% | -$121M |
|
2
Apple
AAPL
$3.45T
| $8.73B | 2.85% | 63,176,682 -1,589,486 | -2% | -$220M |
|
3
SPDR S&P 500 ETF Trust
SPY
$663B
| $6.89B | 2.25% | 19,298,002 +1,988,837 | +11% | +$710M |
|
4
iShares Core S&P 500 ETF
IVV
$665B
| $5.86B | 1.91% | 16,333,095 -62,949 | -0.4% | -$22.6M |
|
5
Vanguard Mid-Cap ETF
VO
$87.8B
| $5.57B | 1.81% | 29,625,808 +152,194 | +0.5% | +$28.6M |
|
6
iShares Core US Aggregate Bond ETF
AGG
$130B
| $5.23B | 1.71% | 54,323,075 -1,105,179 | -2% | -$106M |
|
7
UnitedHealth
UNH
$274B
| $3.93B | 1.28% | 7,777,383 -58,280 | -0.7% | -$29.4M |
|
8
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
| $3.92B | 1.28% | 49,259,953 -1,284,091 | -3% | -$102M |
|
9
iShares Russell 2000 ETF
IWM
$66.2B
| $3.54B | 1.15% | 21,477,844 +385,701 | +2% | +$63.6M |
|
10
Johnson & Johnson
JNJ
$426B
| $3.29B | 1.07% | 20,151,317 +20,941 | +0.1% | +$3.42M |
|
11
Amazon
AMZN
$2.47T
| $2.88B | 0.94% | 25,487,957 -845,098 | -3% | -$95.5M |
|
12
JPMorgan Chase
JPM
$828B
| $2.69B | 0.88% | 25,694,688 -212,189 | -0.8% | -$22.2M |
|
13
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $2.39B | 0.78% | 10,889,296 -61,750 | -0.6% | -$13.5M |
|
14
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $2.35B | 0.77% | 37,827,757 -1,993,953 | -5% | -$124M |
|
15
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.24B | 0.73% | 52,094,460 -10,290,473 | -16% | -$442M |
|
16
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
| $2.19B | 0.72% | 30,899,962 +343,089 | +1% | +$24.4M |
|
17
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $2.13B | 0.69% | 58,605,404 -865,109 | -1% | -$31.5M |
|
18
Lowe's Companies
LOW
$145B
| $2.11B | 0.69% | 11,258,122 +53,636 | +0.5% | +$10.1M |
|
19
Chevron
CVX
$321B
| $2.07B | 0.67% | 14,388,576 -28,991 | -0.2% | -$4.17M |
|
20
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
| $2.03B | 0.66% | 125,522,017 +30,598,063 | +32% | +$495M |
|
21
NextEra Energy, Inc.
NEE
$148B
| $2.03B | 0.66% | 25,897,751 -288,950 | -1% | -$22.7M |
|
22
PepsiCo
PEP
$201B
| $2.01B | 0.66% | 12,316,706 +192,114 | +2% | +$31.4M |
|
23
Procter & Gamble
PG
$365B
| $2B | 0.65% | 15,870,310 +21,540 | +0.1% | +$2.72M |
|
24
Alphabet (Google) Class C
GOOG
$2.57T
| $1.98B | 0.65% | 20,620,548 +19,536,858 | +1,803% | +$1.88B |
|
25
Cisco
CSCO
$271B
| $1.91B | 0.62% | 47,758,643 +115,770 | +0.2% | +$4.63M |
|