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
$320B
AUM Growth
-$23.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,425
New
Increased
Reduced
Closed

Top Buys

1
+$703M
2
+$419M
3
+$358M
4
UNH icon
UnitedHealth
UNH
+$251M
5
ARKK icon
ARK Innovation ETF
ARKK
+$227M

Top Sells

1
+$3.57B
2
+$1.01B
3
+$588M
4
USB icon
US Bancorp
USB
+$522M
5
MSFT icon
Microsoft
MSFT
+$423M

Sector Composition

1 Technology 15.08%
2 Healthcare 8.62%
3 Financials 7.65%
4 Industrials 6.64%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2B 3.29%
35,610,259
-1,340,513
2
$10.2B 2.98%
59,414,422
-3,432,521
3
$6.78B 1.99%
15,798,000
-128,435
4
$5.17B 1.51%
54,951,192
+974,631
5
$4.89B 1.43%
23,470,465
-299,507
6
$4.68B 1.37%
10,947,298
-8,340,997
7
$4.62B 1.35%
49,030,146
+1,079,476
8
$4.04B 1.18%
8,021,103
+498,459
9
$3.73B 1.09%
29,336,245
+3,295,562
10
$3.59B 1.05%
24,779,400
+116,473
11
$3.38B 0.99%
52,506,224
+10,923,208
12
$3.18B 0.93%
17,985,088
-2,087,688
13
$3B 0.88%
17,780,640
-33,909
14
$2.98B 0.87%
19,130,718
-1,035,433
15
$2.8B 0.82%
7,812,005
+237,103
16
$2.7B 0.79%
61,835,566
+749,214
17
$2.51B 0.74%
50,325,515
-1,418,110
18
$2.49B 0.73%
18,871,483
-848,688
19
$2.48B 0.73%
29,423,169
-450,058
20
$2.44B 0.72%
45,424,219
-1,709,082
21
$2.43B 0.71%
35,108,077
-830,608
22
$2.35B 0.69%
11,302,391
-129,114
23
$2.33B 0.68%
49,045,133
-2,254,341
24
$2.29B 0.67%
17,488,386
-1,158,892
25
$2.2B 0.64%
15,079,455
-482,481
1
2 3 4 5