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 | |
|---|---|---|---|---|---|---|
626
iShares Russell 3000 ETF
IWV
$18.1B
| $247M | 0.02% |
703,270
-91,212
|
|
||
627
Canadian Natural Resources
CNQ
$69.4B
| $245M | 0.02% |
7,801,751
-7,751,155
|
|
||
628
Entegris
ENTG
$11.4B
| $244M | 0.02% |
3,031,048
+720,467
|
|
||
629
Rivian
RIVN
$19.8B
| $244M | 0.02% |
17,786,082
+7,076,714
|
|
||
630
Mitsubishi UFJ Financial
MUFG
$180B
| $244M | 0.02% |
17,757,574
-1,888,816
|
|
||
631
WisdomTree US MidCap Dividend Fund
DON
$3.73B
| $243M | 0.02% |
4,857,397
+241,593
|
|
||
632
Manulife Financial
MFC
$58.5B
| $242M | 0.02% |
7,586,071
+3,332,800
|
|
||
633
Vanguard FTSE Europe ETF
VGK
$28B
| $241M | 0.02% |
3,109,288
+939,927
|
|
||
634
Toyota
TM
$264B
| $241M | 0.02% |
1,397,668
-1,195,570
|
|
||
635
SBA Communications
SBAC
$20.8B
| $241M | 0.02% |
1,024,692
+101,756
|
|
||
636
Blackstone Secured Lending
BXSL
$6.36B
| $240M | 0.02% |
7,820,346
+832,179
|
|
||
637
Occidental Petroleum
OXY
$40.8B
| $240M | 0.02% |
5,723,595
+185,786
|
|
||
638
Booz Allen Hamilton
BAH
$10.1B
| $239M | 0.02% |
2,297,416
+293,603
|
|
||
|
B
639
Barrick Mining
B
$69.2B
| $239M | 0.02% |
11,486,854
-1,248,448
|
|
||
640
Arm
ARM
$141B
| $239M | 0.02% |
1,476,743
+168,149
|
|
||
641
HDFC Bank
HDB
$188B
| $238M | 0.02% |
6,195,696
-6,756,526
|
|
||
642
Factset
FDS
$10.4B
| $237M | 0.02% |
529,008
-15,158
|
|
||
643
Hershey
HSY
$38.2B
| $236M | 0.02% |
1,420,491
-33,538
|
|
||
644
Schwab US Large-Cap Growth ETF
SCHG
$52.2B
| $236M | 0.02% |
8,063,125
+393,248
|
|
||
645
Akamai
AKAM
$12.9B
| $235M | 0.02% |
2,949,308
+920,908
|
|
||
646
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
| $235M | 0.02% |
592,989
+21,631
|
|
||
647
Imperial Oil
IMO
$49.1B
| $234M | 0.02% |
2,945,528
+707,985
|
|
||
648
iShares Convertible Bond ETF
ICVT
$3.64B
| $231M | 0.02% |
2,564,998
-141,225
|
|
||
649
Coterra Energy
CTRA
$20.1B
| $230M | 0.02% |
9,080,032
+969,666
|
|
||
650
Cognizant
CTSH
$37.2B
| $230M | 0.02% |
2,950,992
-985,822
|
|