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
$344B
AUM Growth
+$18.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,477
New
Increased
Reduced
Closed

Top Buys

1 +$3.47B
2 +$1.36B
3 +$705M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$500M
5
NKE icon
Nike
NKE
+$208M

Top Sells

1 +$1.3B
2 +$321M
3 +$237M
4
MSFT icon
Microsoft
MSFT
+$164M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$159M

Sector Composition

1 Technology 15.42%
2 Healthcare 8.54%
3 Financials 7.21%
4 Industrials 6.83%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.6B 3.47%
36,950,772
-482,757
2
$12.2B 3.36%
62,846,943
+897,436
3
$8.55B 2.36%
19,288,295
+7,834,376
4
$7.1B 1.96%
15,926,435
-344,049
5
$5.29B 1.46%
53,976,561
+780,036
6
$5.23B 1.44%
23,769,972
-5,918,159
7
$4.69B 1.29%
47,950,670
-854,021
8
$3.76B 1.04%
20,072,776
+60,825
9
$3.62B 1%
7,522,644
-115,634
10
$3.59B 0.99%
24,662,927
-305,361
11
$3.39B 0.94%
26,040,683
+213,874
12
$3.34B 0.92%
20,166,151
-18,733
13
$2.82B 0.78%
61,086,352
+1,884,312
14
$2.81B 0.77%
41,583,016
+20,165,188
15
$2.8B 0.77%
17,814,549
+719,998
16
$2.8B 0.77%
7,574,902
+1,908,172
17
$2.71B 0.75%
51,743,625
-2,569,940
18
$2.62B 0.72%
35,938,685
-2,179,233
19
$2.61B 0.72%
29,873,227
-486,085
20
$2.58B 0.71%
11,431,505
-40,227
21
$2.53B 0.7%
51,299,474
+964,744
22
$2.44B 0.67%
47,133,301
-1,311,859
23
$2.39B 0.66%
8,002,191
+123,805
24
$2.39B 0.66%
19,720,171
-66,505
25
$2.37B 0.65%
56,110,540
-2,821,250