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
$388B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,300
New
Increased
Reduced
Closed

Top Buys

1
+$526M
2
+$356M
3
+$303M
4
AMZN icon
Amazon
AMZN
+$302M
5
AVGO icon
Broadcom
AVGO
+$244M

Top Sells

1
+$433M
2
+$355M
3
+$142M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$124M
5
BMY icon
Bristol-Myers Squibb
BMY
+$119M

Sector Composition

1 Technology 17.33%
2 Financials 7.92%
3 Healthcare 7.7%
4 Industrials 6.62%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8B 3.83%
35,355,694
+795,914
2
$12.6B 3.06%
59,909,165
+1,439,936
3
$8.66B 2.1%
15,827,733
+25,073
4
$6.32B 1.53%
11,611,720
+966,324
5
$6.15B 1.49%
49,795,680
+672,260
6
$5.7B 1.38%
48,028,357
-552,714
7
$5.64B 1.37%
58,059,223
-159,663
8
$5.59B 1.35%
23,083,721
-510,734
9
$5.37B 1.3%
27,781,882
+1,564,508
10
$5B 1.21%
24,718,172
-220,432
11
$4.36B 1.06%
60,070,070
+3,096,753
12
$4.2B 1.02%
20,717,863
+906,960
13
$4.16B 1.01%
8,169,197
+103,843
14
$3.67B 0.89%
7,666,064
-741,550
15
$3.51B 0.85%
19,124,898
+907,056
16
$3.33B 0.81%
18,307,284
+663,187
17
$3.09B 0.75%
62,480,996
-638,367
18
$3.08B 0.75%
19,199,730
+1,520,790
19
$3.02B 0.73%
28,220,695
-765,608
20
$2.98B 0.72%
19,049,911
+174,567
21
$2.87B 0.69%
5,684,260
+479,493
22
$2.85B 0.69%
48,732,822
-309,980
23
$2.81B 0.68%
3,301,804
+39,847
24
$2.71B 0.66%
33,412,748
-569,572
25
$2.69B 0.65%
2,967,541
+46,841
1
2 3 4 5