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
$1.24T
AUM Growth
+$115B
(+10%)
Holding
7,626
Top Buys
| 1 | +$2.03B | |
| 2 | +$1.82B | |
| 3 | +$1.76B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.43B |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.11B |
Top Sells
| 1 | +$2.79B | |
| 2 | +$2.49B | |
| 3 | +$1.46B | |
| 4 |
NVIDIA
NVDA
|
+$1.28B |
| 5 |
Apple
AAPL
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.59% |
| 2 | Financials | 8.82% |
| 3 | Consumer Discretionary | 5.92% |
| 4 | Industrials | 5.86% |
| 5 | Healthcare | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$443B
| $7.73B | 0.57% |
57,736,810
+2,801,660
|
|
||
27
iShares US Treasury Bond ETF
GOVT
$33.4B
| $7.39B | 0.54% |
321,504,611
+8,760,376
|
|
||
28
Walmart
WMT
$851B
| $7.34B | 0.54% |
75,017,950
-1,631,405
|
|
||
29
iShares Core S&P US Value ETF
IUSV
$23.6B
| $7.04B | 0.52% |
74,402,651
+2,194,422
|
|
||
30
Costco
COST
$395B
| $6.91B | 0.51% |
6,983,830
+273,041
|
|
||
31
iShares Core S&P US Growth ETF
IUSG
$25.7B
| $6.54B | 0.48% |
43,464,067
+348,725
|
|
||
32
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.7B
| $6.33B | 0.46% |
76,387,371
+698,576
|
|
||
33
Vanguard Total International Bond ETF
BNDX
$72.8B
| $6.28B | 0.46% |
126,881,852
+1,134,241
|
|
||
34
iShares MBS ETF
MBB
$39.5B
| $6.04B | 0.44% |
64,329,626
+1,796,449
|
|
||
35
Vanguard Small-Cap ETF
VB
$68.3B
| $5.75B | 0.42% |
24,253,000
+165,416
|
|
||
36
Alphabet (Google) Class C
GOOG
$3.89T
| $5.7B | 0.42% |
32,132,095
-2,044,320
|
|
||
37
iShares Russell Mid-Cap ETF
IWR
$45.1B
| $5.59B | 0.41% |
60,814,837
-1,643,548
|
|
||
38
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $5.58B | 0.41% |
112,824,327
+3,796,239
|
|
||
39
Home Depot
HD
$350B
| $5.5B | 0.4% |
15,010,893
-499,397
|
|
||
40
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
| $5.4B | 0.39% |
61,152,325
-31,655,877
|
|
||
41
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
| $5.09B | 0.37% |
64,027,464
+125,886
|
|
||
42
Blackrock
BLK
$159B
| $5.07B | 0.37% |
4,831,305
+387,442
|
|
||
43
Procter & Gamble
PG
$347B
| $4.99B | 0.37% |
31,331,401
-3,127,699
|
|
||
44
Vanguard Mid-Cap ETF
VO
$87.9B
| $4.83B | 0.35% |
17,255,275
+629,430
|
|
||
45
The Communication Services Select Sector SPDR Fund
XLC
$25.7B
| $4.76B | 0.35% |
43,890,177
+936,647
|
|
||
46
Eaton
ETN
$130B
| $4.69B | 0.34% |
13,124,739
+187,441
|
|
||
47
AbbVie
ABBV
$410B
| $4.66B | 0.34% |
25,109,645
-2,843,885
|
|
||
48
IBM
IBM
$284B
| $4.54B | 0.33% |
15,406,488
-639,635
|
|
||
49
Health Care Select Sector SPDR Fund
XLV
$40.9B
| $4.48B | 0.33% |
33,226,352
-895,591
|
|
||
50
Berkshire Hathaway Class B
BRK.B
$1.1T
| $4.37B | 0.32% |
8,994,239
-202,256
|
|