Institutional investor · Portfolio as of Q3 2023
WELLS FARGO & COMPANY/MN manages $320.3B across 7174 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.
Active quarter - 7174 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $320.3B across 7174 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile