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
$325B
AUM Growth
+$8.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,582
New
Increased
Reduced
Closed

Top Buys

1
+$547M
2
+$460M
3
+$379M
4
EOG icon
EOG Resources
EOG
+$335M
5
ARKK icon
ARK Innovation ETF
ARKK
+$267M

Top Sells

1
+$5.33B
2
+$309M
3
+$258M
4
AAPL icon
Apple
AAPL
+$220M
5
PANW icon
Palo Alto Networks
PANW
+$205M

Sector Composition

1 Technology 14.5%
2 Healthcare 8.8%
3 Financials 7.36%
4 Industrials 6.99%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8B 3.11%
37,433,529
-359,643
2
$10.2B 2.94%
61,949,507
-1,334,569
3
$6.69B 1.93%
16,270,484
-238,482
4
$6.26B 1.8%
29,688,131
-59,190
5
$5.3B 1.53%
53,196,525
+167,492
6
$4.69B 1.35%
11,453,919
-13,022,496
7
$4.42B 1.27%
48,804,691
-281,582
8
$3.61B 1.04%
7,638,278
-99,008
9
$3.57B 1.03%
20,011,951
-836,554
10
$3.25B 0.94%
24,968,288
-555,512
11
$3.13B 0.9%
20,184,884
+136,017
12
$2.79B 0.8%
17,094,551
+2,816,869
13
$2.72B 0.78%
54,313,565
-134,355
14
$2.67B 0.77%
59,202,040
+1,447,269
15
$2.67B 0.77%
25,826,809
+826,734
16
$2.67B 0.77%
38,117,918
-1,033,561
17
$2.53B 0.73%
48,445,160
-124,810
18
$2.47B 0.71%
30,359,312
-73,614
19
$2.46B 0.71%
50,334,730
+1,704,558
20
$2.34B 0.67%
15,706,394
-176,007
21
$2.29B 0.66%
11,471,732
+342,206
22
$2.29B 0.66%
12,543,916
+168,443
23
$2.2B 0.63%
7,878,386
+19,741
24
$2.06B 0.59%
26,737,641
+554,399
25
$2.06B 0.59%
19,786,676
-548,941
1
2 3 4 5