WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2023
SEC EDGAR SourceSEC Filings
WELLS FARGO & COMPANY/MN manages $341.3B across 7564 positions as of Q3 2023. Top holdings: MSFT (3.3%), AAPL (3.0%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q3 2023 Summary
Active quarter - 7174 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $341.3B across 7564 positions.
Top holdings by portfolio weight
MSFT3.29%
AAPL2.98%
IVV1.99%
AGG1.51%
VO1.43%
SPY1.37%
ITOT1.35%
UNH1.18%
AMZN1.09%
JPM1.05%
Other0.99%
Portfolio allocation by GICS sector
Unknown40.26%
Technology14.96%
Healthcare8.63%
Financial Services7.66%
Industrials6.67%
Consumer Cyclical5.85%
Consumer Defensive4.49%
Communication Services3.42%
Energy3.24%
Basic Materials1.91%
Other2.90%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings7,564 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 35.6M | $11.2B | 3.3% | $310.48 | 0.00% | 1 qtr | New 88 | |
APPLE INC | 59.4M | $10.2B | 3.0% | $169.23 | 0.00% | 1 qtr | New 83 | |
ISHARES TR | 15.8M | $6.8B | 2.0% | $416.59 | 0.00% | 1 qtr | New 73 | |
ISHARES TR | 55M | $5.2B | 1.5% | $85.87 | 0.00% | 1 qtr | New 73 | |
INVESCO QQQ TR | 14.3M | $5.1B | 1.5% | — | — | — | New — | |
VANGUARD INDEX FDS | 23.5M | $4.9B | 1.4% | $200.79 | 0.00% | 1 qtr | New 73 | |
STATE STR SPDR S&P 500 ETF T | 10.9M | $4.7B | 1.4% | $415.48 | 0.00% | 1 qtr | New 73 | |
ISHARES TR | 49M | $4.6B | 1.4% | $91.47 | 0.00% | 1 qtr | New 73 | |
UNITEDHEALTH GROUP INC | 8M | $4B | 1.2% | $482.84 | 0.00% | 1 qtr | New 73 | |
AMAZON COM INC | 29.3M | $3.7B | 1.1% | $127.12 | 0.00% | 1 qtr | New 73 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer