WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2022
Top Holdings7,646 positions
Microsoft Corp | 37.8M | $8.8B | 2.9% | — | — | — | Decreased 0 |
Apple Inc | 63.2M | $8.7B | 2.8% | — | — | — | Decreased 0 |
SPDR S&P 500 ETF Trust | 19.3M | $6.9B | 2.2% | — | — | — | Increased 61 |
iShares Core S&P 500 ETF | 16.3M | $5.9B | 1.9% | — | — | — | Decreased 0 |
VANGUARD INDEX FDS | 29.6M | $5.6B | 1.8% | — | — | — | Increased 50 |
iShares Core U.S. Aggregate Bond ETF | 54.3M | $5.2B | 1.7% | — | — | — | Decreased 0 |
UnitedHealth Group Inc | 7.8M | $3.9B | 1.3% | — | — | — | Decreased 0 |
iShares Core S&P Total US Stock Market ETF | 49.3M | $3.9B | 1.3% | — | — | — | Decreased 0 |
Invesco QQQ Trust Series 1 | 14.1M | $3.8B | 1.2% | — | — | — | Increased — |
iShares Russell 2000 ETF | 21.5M | $3.5B | 1.2% | — | — | — | Increased 51 |
Johnson & Johnson | 20.2M | $3.3B | 1.1% | — | — | — | Increased 50 |
iShares Russell 2000 ETF | 18.8M | $3.1B | 1.0% | — | — | — | Increased — |
Amazon.com Inc | 25.5M | $2.9B | 0.9% | — | — | — | Decreased 0 |
JPMorgan Chase & Co | 25.7M | $2.7B | 0.9% | — | — | — | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 10.9M | $2.4B | 0.8% | — | — | — | Decreased 0 |
ISHARES TR | 37.8M | $2.4B | 0.8% | — | — | — | Decreased 0 |
iShares Core MSCI Emerging Markets ETF | 52.1M | $2.2B | 0.7% | — | — | — | Decreased 0 |
GOLDMAN SACHS ETF TR | 30.9M | $2.2B | 0.7% | — | — | — | Increased 45 |
VANGUARD FTSE DEV MKT ETF | 58.6M | $2.1B | 0.7% | — | — | — | Decreased 0 |
Lowe's Cos Inc | 11.3M | $2.1B | 0.7% | — | — | — | Increased 45 |
WELLS FARGO & COMPANY/MN manages $306.9B across 7646 positions as of Q3 2022. Top holdings: MSFT (2.9%), AAPL (2.8%), SPY (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 196 new positions, 451 exits, 2719 increased. Top move: SPY (INCREASED, conviction 61). Portfolio: $306.9B across 7646 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