Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
WELLS FARGO & COMPANY/MN manages $379B across 7083 positions as of Q1 2024. Top holdings: MSFT (3.5%), SPY (3.3%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 222 new positions, 265 exits, 4064 increased. Top move: AGG (INCREASED, conviction 54). Portfolio: $379.0B across 7083 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