WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2020
Top Holdings7,133 positions
Microsoft Corp | 53.2M | $8.4B | 2.9% | — | — | — | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 52.1M | $6B | 2.1% | — | — | — | Decreased 0 |
Apple Inc | 21.7M | $5.5B | 1.9% | — | — | — | Decreased 0 |
iShares Core S&P 500 ETF | 20.6M | $5.3B | 1.8% | — | — | — | Decreased 0 |
SPDR S&P 500 ETF Trust | 16.7M | $4.3B | 1.5% | — | — | — | Increased 55 |
Amazon.com Inc | 2M | $4B | 1.4% | — | — | — | Increased 51 |
VANGUARD FTSE DEV MKT ETF | 97.3M | $3.2B | 1.1% | — | — | — | Decreased 0 |
iShares Russell 2000 ETF | 26.4M | $3B | 1.0% | — | — | — | Increased 52 |
Johnson & Johnson | 21.3M | $2.8B | 1.0% | — | — | — | Decreased 0 |
JPMorgan Chase & Co | 27.8M | $2.5B | 0.9% | — | — | — | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 16.3M | $2.4B | 0.8% | — | — | — | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 68.5M | $2.3B | 0.8% | — | — | — | Decreased 0 |
Cisco Systems Inc/Delaware | 55.7M | $2.2B | 0.8% | — | — | — | Increased 45 |
Alphabet Inc | 1.8M | $2.1B | 0.7% | — | — | — | Increased 46 |
Home Depot Inc/The | 11.2M | $2.1B | 0.7% | — | — | — | Decreased 0 |
Procter & Gamble Co/The | 18.4M | $2B | 0.7% | — | — | — | Increased 45 |
NextEra Energy Inc | 8.4M | $2B | 0.7% | — | — | — | Decreased 0 |
iShares Core MSCI Emerging Markets ETF | 49.6M | $2B | 0.7% | — | — | — | Decreased 0 |
VANGUARD INDEX FDS | 15.2M | $2B | 0.7% | — | — | — | Increased 67 |
Visa Inc | 12.1M | $1.9B | 0.7% | — | — | — | Increased 46 |
WELLS FARGO & COMPANY/MN manages $289.2B across 7133 positions as of Q1 2020. Top holdings: MSFT (2.9%), AGG (2.1%), AAPL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 533 new positions, 206 exits, 3009 increased. Top move: VO (INCREASED, conviction 67). Portfolio: $289.2B across 7133 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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