WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2020
Top Holdings7,380 positions
Microsoft Corp | 52.3M | $11.6B | 2.8% | — | — | — | Increased 56 |
Apple Inc | 83.2M | $11B | 2.7% | — | — | — | Increased 55 |
iShares Core S&P 500 ETF | 19.5M | $7.3B | 1.8% | — | — | — | Increased 50 |
Amazon.com Inc | 2M | $6.5B | 1.6% | — | — | — | Increased 52 |
iShares Core U.S. Aggregate Bond ETF | 50.8M | $6B | 1.4% | — | — | — | Increased 52 |
iShares Russell 2000 ETF | 26.6M | $5.2B | 1.3% | — | — | — | Increased 57 |
VANGUARD INDEX FDS | 24.7M | $5.1B | 1.2% | — | — | — | Increased 50 |
SPDR S&P 500 ETF Trust | 10.3M | $3.8B | 0.9% | — | — | — | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 75.1M | $3.5B | 0.9% | — | — | — | Decreased 0 |
Johnson & Johnson | 22.5M | $3.5B | 0.9% | — | — | — | Increased 47 |
JPMorgan Chase & Co | 27.8M | $3.5B | 0.9% | — | — | — | Increased 46 |
iShares Core MSCI Emerging Markets ETF | 48.4M | $3B | 0.7% | — | — | — | Increased 52 |
Alphabet Inc | 1.7M | $2.9B | 0.7% | — | — | — | Decreased 0 |
UnitedHealth Group Inc | 8.3M | $2.9B | 0.7% | — | — | — | Increased 48 |
iShares Core S&P Total US Stock Market ETF | 33.5M | $2.9B | 0.7% | — | — | — | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 12.5M | $2.9B | 0.7% | — | — | — | Decreased 0 |
Facebook Inc | 10.4M | $2.9B | 0.7% | — | — | — | Increased 48 |
VANGUARD EMERGING MARKETS ETF | 56.8M | $2.8B | 0.7% | — | — | — | Increased 45 |
Alphabet Inc | 1.6M | $2.8B | 0.7% | — | — | — | Increased 46 |
Home Depot Inc/The | 10.4M | $2.8B | 0.7% | — | — | — | Increased 45 |
WELLS FARGO & COMPANY/MN manages $415.7B across 7380 positions as of Q4 2020. Top holdings: MSFT (2.8%), AAPL (2.7%), IVV (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 394 new positions, 255 exits, 3301 increased. Top move: IWM (INCREASED, conviction 57). Portfolio: $415.7B across 7380 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