Bank of America

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.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1
+$3.36B
2
+$1.57B
3
+$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1
+$2.89B
2
+$2.73B
3
+$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
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
QQQ icon
26
Invesco QQQ Trust
QQQ
$398B
$8.36B 0.57%
13,931,297
-3,931,104
IUSV icon
27
iShares Core S&P US Value ETF
IUSV
$23.6B
$8.02B 0.54%
80,233,541
+5,830,890
V icon
28
Visa
V
$645B
$8B 0.54%
23,436,777
-217,993
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.91T
$7.88B 0.53%
32,337,981
+205,886
WMT icon
30
Walmart
WMT
$851B
$7.71B 0.52%
74,790,942
-227,008
VCIT icon
31
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$6.92B 0.47%
82,297,228
+5,909,857
IUSG icon
32
iShares Core S&P US Growth ETF
IUSG
$25.7B
$6.85B 0.46%
41,653,716
-1,810,351
MBB icon
33
iShares MBS ETF
MBB
$39.5B
$6.84B 0.46%
71,895,725
+7,566,099
NFLX icon
34
Netflix
NFLX
$443B
$6.82B 0.46%
56,867,600
-869,210
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$72.8B
$6.77B 0.46%
136,954,792
+10,072,940
COST icon
36
Costco
COST
$397B
$6.36B 0.43%
6,871,419
-112,411
VWO icon
37
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$6.2B 0.42%
114,353,764
+1,529,437
HD icon
38
Home Depot
HD
$349B
$6.08B 0.41%
15,005,103
-5,790
IWR icon
39
iShares Russell Mid-Cap ETF
IWR
$45.1B
$6.03B 0.41%
62,427,165
+1,612,328
VB icon
40
Vanguard Small-Cap ETF
VB
$68.3B
$5.96B 0.4%
23,457,699
-795,301
BLK icon
41
Blackrock
BLK
$160B
$5.9B 0.4%
5,058,502
+227,197
ABBV icon
42
AbbVie
ABBV
$411B
$5.82B 0.4%
25,154,905
+45,260
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$5.53B 0.38%
69,198,328
+5,170,864
XLC icon
44
The Communication Services Select Sector SPDR Fund
XLC
$25.7B
$5.32B 0.36%
44,934,893
+1,044,716
JNJ icon
45
Johnson & Johnson
JNJ
$499B
$5.27B 0.36%
28,419,787
+898,834
VO icon
46
Vanguard Mid-Cap ETF
VO
$88B
$5.13B 0.35%
17,462,800
+207,525
SPYM
47
State Street SPDR Portfolio S&P 500 ETF
SPYM
$95.8B
$5.13B 0.35%
65,441,181
+6,039,211
ORCL icon
48
Oracle
ORCL
$557B
$4.81B 0.33%
17,090,060
-362,328
XLY icon
49
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.1B
$4.74B 0.32%
19,789,595
+471,744
RTX icon
50
RTX Corp
RTX
$232B
$4.72B 0.32%
28,205,871
-136,289
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