Bank of America Portfolio holdings
AUM
$1.34T
1-Year Est. Return
19.29%
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.
1 Year Est. Return
+19.29%
AUM
$1.34T
AUM Growth
+$94.8B
(+7.6%)
Holding
7,648
Top Buys
| 1 | +$3.36B | |
| 2 | +$1.57B | |
| 3 | +$1.22B | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.06B |
| 5 |
CSX Corp
CSX
|
+$949M |
Top Sells
| 1 | +$2.89B | |
| 2 | +$2.73B | |
| 3 | +$2.36B | |
| 4 |
NVIDIA
NVDA
|
+$2.08B |
| 5 |
Broadcom
AVGO
|
+$1.69B |
Sector Composition
| 1 | Technology | 16.99% |
| 2 | Financials | 8.7% |
| 3 | Industrials | 5.86% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Healthcare | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.53T
| $37.1B | 2.52% |
71,688,732
+1,505,145
|
|
||
|
2
NVIDIA
NVDA
$4.24T
| $35.6B | 2.41% |
190,535,745
-11,164,870
|
|
||
3
Apple
AAPL
$4.12T
| $31.3B | 2.12% |
123,024,725
+6,165,741
|
|
||
|
4
Vanguard Value ETF
VTV
$151B
| $25B | 1.69% |
133,808,505
+5,667,887
|
|
||
5
Vanguard Growth ETF
VUG
$198B
| $22.6B | 1.53% |
47,087,998
-2,298,992
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$694B
| $20.7B | 1.4% |
31,045,178
+182,118
|
|
||
|
7
Broadcom
AVGO
$1.79T
| $20.5B | 1.39% |
62,028,856
-5,123,905
|
|
||
8
iShares Core MSCI EAFE ETF
IEFA
$157B
| $19.6B | 1.33% |
224,863,248
+4,837,732
|
|
||
9
Amazon
AMZN
$2.46T
| $18.5B | 1.26% |
84,302,784
-1,334,450
|
|
||
10
JPMorgan Chase
JPM
$821B
| $18.2B | 1.24% |
57,753,120
+3,880,106
|
|
||
11
Alphabet (Google) Class A
GOOGL
$3.88T
| $16.8B | 1.14% |
68,951,044
-1,538,264
|
|
||
12
Vanguard S&P 500 ETF
VOO
$789B
| $15.9B | 1.08% |
25,941,576
+846,056
|
|
||
13
Meta Platforms (Facebook)
META
$1.58T
| $13.7B | 0.93% |
18,601,400
+855,992
|
|
||
14
iShares Russell 1000 Growth ETF
IWF
$122B
| $12.9B | 0.88% |
27,579,074
-1,639,970
|
|
||
15
Vanguard FTSE Developed Markets ETF
VEA
$182B
| $12.1B | 0.82% |
201,469,962
+6,924,718
|
|
||
16
iShares Core S&P 500 ETF
IVV
$719B
| $11.4B | 0.77% |
16,987,863
-4,320,356
|
|
||
17
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
| $11.3B | 0.76% |
170,911,791
-4,267,547
|
|
||
18
Vanguard Information Technology ETF
VGT
$110B
| $11.2B | 0.76% |
15,066,406
-333,814
|
|
||
19
iShares Russell 1000 Value ETF
IWD
$66.7B
| $10.1B | 0.68% |
49,570,538
-246,285
|
|
||
20
iShares Russell 2000 ETF
IWM
$69.1B
| $8.92B | 0.61% |
36,865,282
-312,938
|
|
||
21
Tesla
TSLA
$1.39T
| $8.83B | 0.6% |
19,846,513
-6,134,966
|
|
||
22
iShares 20+ Year Treasury Bond ETF
TLT
$50.3B
| $8.82B | 0.6% |
98,721,266
+37,568,941
|
|
||
23
Eli Lilly
LLY
$987B
| $8.75B | 0.59% |
11,461,544
+198,378
|
|
||
24
Exxon Mobil
XOM
$484B
| $8.38B | 0.57% |
74,315,406
-1,118,508
|
|
||
25
iShares US Treasury Bond ETF
GOVT
$33.4B
| $8.37B | 0.57% |
362,138,521
+40,633,910
|
|