WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2020
Top Holdings7,242 positions
Microsoft Corp | 50.9M | $10.7B | 3.0% | — | — | — | Decreased 0 |
Apple Inc | 81.9M | $9.5B | 2.6% | — | — | — | Increased 88 |
iShares Core S&P 500 ETF | 19.4M | $6.5B | 1.8% | — | — | — | Decreased 0 |
Amazon.com Inc | 1.9M | $6.1B | 1.7% | — | — | — | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 48.9M | $5.8B | 1.6% | — | — | — | Decreased 0 |
VANGUARD INDEX FDS | 24.6M | $4.3B | 1.2% | — | — | — | Increased 51 |
SPDR S&P 500 ETF Trust | 11.4M | $3.8B | 1.1% | — | — | — | Decreased 0 |
iShares Russell 2000 ETF | 23.3M | $3.5B | 1.0% | — | — | — | Increased 49 |
VANGUARD FTSE DEV MKT ETF | 83.5M | $3.4B | 0.9% | — | — | — | Decreased 0 |
Johnson & Johnson | 21.7M | $3.2B | 0.9% | — | — | — | Decreased 0 |
Home Depot Inc/The | 10.3M | $2.9B | 0.8% | — | — | — | Decreased 0 |
Procter & Gamble Co/The | 19.7M | $2.7B | 0.8% | — | — | — | Increased 45 |
JPMorgan Chase & Co | 27.5M | $2.6B | 0.7% | — | — | — | Decreased 0 |
iShares Core S&P Total US Stock Market ETF | 34.9M | $2.6B | 0.7% | — | — | — | Increased 45 |
Facebook Inc | 9.9M | $2.6B | 0.7% | — | — | — | Increased 48 |
Alphabet Inc | 1.7M | $2.5B | 0.7% | — | — | — | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 56.8M | $2.5B | 0.7% | — | — | — | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 13.1M | $2.4B | 0.7% | — | — | — | Decreased 0 |
UnitedHealth Group Inc | 7.7M | $2.4B | 0.7% | — | — | — | Increased 47 |
ISHARES TR | 40.4M | $2.3B | 0.6% | — | — | — | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $362.1B across 7242 positions as of Q3 2020. Top holdings: MSFT (3.0%), AAPL (2.6%), IVV (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 306 new positions, 207 exits, 2679 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $362.1B across 7242 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR