WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2021
Top Holdings7,640 positions
MICROSOFT CORP | 52.1M | $12.3B | 2.8% | $132.84 | +69.62% | 7 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 83M | $10.1B | 2.3% | $54.92 | +116.24% | 7 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 18.3M | $7.3B | 1.6% | $269.20 | +36.94% | 7 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 32.3M | $7.1B | 1.6% | $155.23 | +33.19% | 7 qtrssince 2019-Q3 | Increased 60 |
AMAZON COM INC | 2.1M | $6.4B | 1.4% | $91.79 | +68.55% | 7 qtrssince 2019-Q3 | Increased 52 |
ISHARES TR | 50.7M | $5.8B | 1.3% | $92.10 | +3.70% | 7 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 24.6M | $5.4B | 1.2% | $35.82 | +42.68% | 7 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 68.7M | $4.4B | 1.0% | $46.11 | +19.84% | 7 qtrssince 2019-Q3 | Increased 60 |
JPMORGAN CHASE & CO. | 26.8M | $4.1B | 0.9% | $96.61 | +36.75% | 7 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 9.5M | $3.8B | 0.8% | $265.65 | +38.64% | 7 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 22.3M | $3.7B | 0.8% | $108.00 | +30.74% | 7 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 38.8M | $3.6B | 0.8% | $62.54 | +36.04% | 7 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC | 1.6M | $3.3B | 0.8% | $60.39 | +69.17% | 7 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 1.6M | $3.2B | 0.7% | $61.58 | +66.39% | 7 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 12.3M | $3.2B | 0.7% | $34.90 | +38.01% | 7 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 61.4M | $3.2B | 0.7% | $33.84 | +30.68% | 7 qtrssince 2019-Q3 | Increased 49 |
VANGUARD TAX-MANAGED FDS | 62.6M | $3.1B | 0.7% | $33.50 | +24.21% | 7 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 8.1M | $3B | 0.7% | $207.01 | +63.04% | 7 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 10.1M | $3B | 0.7% | $186.25 | +56.64% | 7 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 9.7M | $3B | 0.7% | $195.38 | +36.23% | 7 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $443.9B across 7640 positions as of Q1 2021. Top holdings: MSFT (2.8%), AAPL (2.3%), IVV (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 498 new positions, 226 exits, 2664 increased. Top move: IWM (INCREASED, conviction 60). Portfolio: $443.9B across 7640 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR