Institutional investor · Portfolio as of Q4 2024
Quarterly Portfolio Change
WELLS FARGO & COMPANY/MN manages $415.9B across 6547 positions as of Q4 2024. Top holdings: AAPL (3.3%), MSFT (3.2%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 296 new positions, 238 exits, 3472 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $415.9B across 6547 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