202103 Wells Fargo 추천 35개 미국주식 종목

seekingalpha.com/news/3689265-wells-fargo-debuts-riskier-signature-picks-with-four-megacaps-featured

Wells Fargo 종목 선정 기준 

1. Price target: 1년내 15달러 이상 오를수 있는 주식 

2. 분석가들이 모두 강력하게 추천한 주식 

3. 6개월간 Average daily volume 5milion이 넘는 주식들 

 

종목 

1. Communications Services 통신 (NYSEARCA:XLC), portfolio weighting of 14.8%

Facebook, Alphabet, Cardlytics (NASDAQ:CDLX), Cable One (NYSE:CABO).

2. Consumer Discretionary 경기소비재 (NYSEARCA:XLY), portfolio weighting of 12.8%

Amazon, Autozone (NYSE:AZO), Expedia (NASDAQ:EXPE), Gap (NYSE:GPS), Marriott (NASDAQ:MAR), Restaurant Brands (NYSE:QSR).

3. Consumer Staples (NYSEARCA:XLP), portfolio weighting of 5.2%

Estee Lauder (NYSE:EL), Sysco (NYSE:SYY).

4. Energy (NYSEARCA:XLE), portfolio weighting 2.6%

Devon Energy (NYSE:DVN).

5. Financials (NYSEARCA:XLF), portfolio weighting of 11.6%

Bank of America, Arch Capital (NASDAQ:ACGL), Signature Bank (NASDAQ:SBNY), T Rowe Price (NASDAQ:TROW).

6. Healthcare (NYSEARCA:XLV), portfolio weighting of 13.1%:

J&J, Avantor (NYSE:AVTR), Medtronic (MDT), Zimmer Biomet (NYSE:ZBH).

7. Industrials (NYSEARCA:XLI), portfolio weighting of 8.2%:

Ametek, Norfolk Southern, Uber (NYSE:UBER).

8. Information Technology (NYSEARCA:XLK), portfolio weighting of 23%:

Apple, Cisco (NASDAQ:CSCO), Mastercard (NYSE:MA), NXP Semiconductor (NASDAQ:NXPI), Qorvo (NASDAQ:QRVO), Synopsis (NASDAQ:SNPS).

9. Materials (NYSEARCA:XLB), portfolio weighting of 3%:

Dow (NYSE:DOW), Olin (NYSE:OLN).

10. Real Estate (NYSEARCA:XLRE), portfolio weighting of 2.5%:

Stag Industrials (NYSE:STAG).

11. Utilities (NYSEARCA:XLU), portfolio weighting of 3.2%:

CMS Energy (NYSE:CMS), Southern (NYSE:SO).