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
$413B
AUM Growth
+$24.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,700
New
Increased
Reduced
Closed

Top Buys

1 +$943M
2 +$886M
3 +$385M
4
AMZN icon
Amazon
AMZN
+$369M
5
NVDA icon
NVIDIA
NVDA
+$342M

Sector Composition

1 Technology 16.97%
2 Financials 8.26%
3 Healthcare 7.62%
4 Industrials 6.67%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.9B 3.37%
34,625,975
-729,719
2
$13.8B 3.12%
59,122,609
-786,556
3
$9.21B 2.08%
15,966,218
+138,485
4
$6.92B 1.57%
55,081,020
+7,052,663
5
$6.39B 1.45%
52,609,666
+2,813,986
6
$6.12B 1.38%
10,658,617
-953,103
7
$5.88B 1.33%
22,282,694
-801,027
8
$5.55B 1.26%
29,763,766
+1,981,884
9
$5.16B 1.17%
24,483,043
-235,129
10
$5.15B 1.17%
50,828,496
-7,230,727
11
$4.87B 1.1%
62,383,809
+2,313,739
12
$4.64B 1.05%
7,934,948
-234,249
13
$4.25B 0.96%
24,664,234
+5,464,504
14
$3.99B 0.9%
18,067,279
-2,650,584
15
$3.78B 0.86%
7,750,770
+84,706
16
$3.32B 0.75%
62,780,632
+299,636
17
$3.31B 0.75%
5,787,279
+103,019
18
$3.22B 0.73%
19,273,980
+149,082
19
$3.16B 0.72%
28,012,566
-208,129
20
$3.09B 0.7%
18,608,268
+300,984
21
$3B 0.68%
18,520,666
+402,046
22
$2.98B 0.67%
47,747,941
-984,881
23
$2.93B 0.66%
33,268,064
-144,684
24
$2.9B 0.66%
3,273,248
-28,556
25
$2.85B 0.65%
10,529,816
-531,099