Institutional investor · Portfolio as of Q3 2024
Quarterly Portfolio Change
WELLS FARGO & COMPANY/MN manages $412.5B across 6489 positions as of Q3 2024. Top holdings: MSFT (3.4%), AAPL (3.1%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 223 new positions, 223 exits, 2905 increased. Top move: ITOT (INCREASED, conviction 57). Portfolio: $412.5B across 6489 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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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.
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