Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1
+$3.45B
2
+$3.2B
3
+$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Top Sells

1
+$1.56B
2
+$1.5B
3
+$1.27B
4
ICE icon
Intercontinental Exchange
ICE
+$935M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$922M

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.85T
$35.4B 2.57%
73,121,371
+1,432,639
NVDA icon
2
NVIDIA
NVDA
$4.66T
$34.9B 2.54%
187,181,484
-3,354,261
AAPL icon
3
Apple
AAPL
$3.91T
$33.6B 2.44%
123,611,784
+587,059
VTV icon
4
Vanguard Value ETF
VTV
$170B
$26B 1.89%
136,148,963
+2,340,458
VUG icon
5
Vanguard Growth ETF
VUG
$194B
$23.4B 1.7%
47,877,294
+789,296
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.77T
$21.6B 1.57%
69,108,183
+157,139
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$696B
$21B 1.53%
30,803,699
-241,479
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$179B
$20.4B 1.48%
227,762,243
+2,898,995
AVGO icon
9
Broadcom
AVGO
$1.57T
$20B 1.46%
57,842,533
-4,186,323
AMZN icon
10
Amazon
AMZN
$2.2T
$19.4B 1.41%
84,155,560
-147,224
JPM icon
11
JPMorgan Chase
JPM
$803B
$18.3B 1.33%
56,719,109
-1,034,011
VOO icon
12
Vanguard S&P 500 ETF
VOO
$851B
$17B 1.24%
27,086,989
+1,145,413
IVV icon
13
iShares Core S&P 500 ETF
IVV
$749B
$14.9B 1.08%
21,696,475
+4,708,612
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$116B
$13.3B 0.96%
28,021,788
+442,714
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$216B
$12.9B 0.94%
205,758,023
+4,288,061
META icon
16
Meta Platforms (Facebook)
META
$1.61T
$12.1B 0.88%
18,364,541
-236,859
QQQ icon
17
Invesco QQQ Trust
QQQ
$393B
$12B 0.87%
19,547,552
+5,616,255
LLY icon
18
Eli Lilly
LLY
$999B
$11.9B 0.87%
11,105,586
-355,958
IEMG icon
19
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$11.6B 0.85%
173,229,291
+2,317,500
VGT icon
20
Vanguard Information Technology ETF
VGT
$109B
$11.2B 0.82%
14,864,359
-202,047
IWD icon
21
iShares Russell 1000 Value ETF
IWD
$69.9B
$11B 0.8%
52,256,616
+2,686,078
IWM icon
22
iShares Russell 2000 ETF
IWM
$74.5B
$10.8B 0.78%
43,751,735
+6,886,453
GOOG icon
23
Alphabet (Google) Class C
GOOG
$3.77T
$10.2B 0.74%
32,547,630
+209,649
TLT icon
24
iShares 20+ Year Treasury Bond ETF
TLT
$45.1B
$9.51B 0.69%
109,057,503
+10,336,237
TSLA icon
25
Tesla
TSLA
$1.5T
$9.33B 0.68%
20,755,605
+909,092
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