WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2023
Top Holdings7,668 positions
MICROSOFT CORP | 37.4M | $10.8B | 3.1% | — | — | — | Decreased 0 |
APPLE INC | 61.9M | $10.2B | 2.9% | — | — | — | Decreased 0 |
ISHARES TR | 16.3M | $6.7B | 1.9% | — | — | — | Decreased 0 |
VANGUARD INDEX FDS | 29.7M | $6.3B | 1.8% | — | — | — | Decreased 0 |
ISHARES TR | 53.2M | $5.3B | 1.5% | — | — | — | Increased 50 |
SPDR S&P 500 ETF TR | 12M | $4.9B | 1.4% | — | — | — | Increased — |
SPDR S&P 500 ETF TR | 11.5M | $4.7B | 1.4% | — | — | — | Decreased 0 |
ISHARES TR | 48.8M | $4.4B | 1.3% | — | — | — | Decreased 0 |
ISHARES TR | 21.8M | $3.9B | 1.1% | — | — | — | Increased — |
UNITEDHEALTH GROUP INC | 7.6M | $3.6B | 1.0% | — | — | — | Decreased 0 |
ISHARES TR | 20M | $3.6B | 1.0% | — | — | — | Decreased 0 |
INVESCO QQQ TR | 11M | $3.5B | 1.0% | — | — | — | Decreased — |
JPMORGAN CHASE & CO | 25M | $3.3B | 0.9% | — | — | — | Decreased 0 |
INVESCO QQQ TR | 9.9M | $3.2B | 0.9% | — | — | — | Decreased — |
JOHNSON & JOHNSON | 20.2M | $3.1B | 0.9% | — | — | — | Increased 45 |
CHEVRON CORP NEW | 17.1M | $2.8B | 0.8% | — | — | — | Increased 53 |
ISHARES TR | 10.9M | $2.7B | 0.8% | — | — | — | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 59.2M | $2.7B | 0.8% | — | — | — | Increased 46 |
AMAZON COM INC | 25.8M | $2.7B | 0.8% | — | — | — | Increased 46 |
ISHARES TR | 38.1M | $2.7B | 0.8% | — | — | — | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $347.3B across 7668 positions as of Q1 2023. Top holdings: MSFT (3.1%), AAPL (2.9%), IVV (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 388 new positions, 309 exits, 4105 increased. Top move: CVX (INCREASED, conviction 53). Portfolio: $347.3B across 7668 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