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 | |
|---|---|---|---|---|---|---|
651
AB InBev
BUD
$121B
| $230M | 0.02% |
3,344,451
+641,158
|
|
||
652
Xylem
XYL
$34.4B
| $230M | 0.02% |
1,776,478
-753,255
|
|
||
653
CMS Energy
CMS
$22.9B
| $229M | 0.02% |
3,311,592
+174,980
|
|
||
654
EQT Corp
EQT
$36.8B
| $229M | 0.02% |
3,932,202
+132,428
|
|
||
655
CF Industries
CF
$12.2B
| $229M | 0.02% |
2,485,420
+242,652
|
|
||
656
Ford
F
$52.6B
| $229M | 0.02% |
21,062,252
+2,865,263
|
|
||
657
Willis Towers Watson
WTW
$30.8B
| $228M | 0.02% |
745,074
+269,794
|
|
||
658
Pembina Pipeline
PBA
$22.1B
| $228M | 0.02% |
6,084,828
+898,618
|
|
||
659
Constellation Brands
STZ
$23.5B
| $228M | 0.02% |
1,400,989
-210,160
|
|
||
660
Tractor Supply
TSCO
$28.9B
| $227M | 0.02% |
4,307,974
+788,341
|
|
||
661
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.4B
| $227M | 0.02% |
5,612,518
+1,188,841
|
|
||
|
SW
662
Smurfit Westrock
SW
$18.7B
| $227M | 0.02% |
5,265,007
+563,536
|
|
||
663
HubSpot
HUBS
$19B
| $227M | 0.02% |
407,479
+42,665
|
|
||
664
McCormick & Company Non-Voting
MKC
$18.1B
| $225M | 0.02% |
2,973,023
+358,975
|
|
||
665
Diamondback Energy
FANG
$42.8B
| $225M | 0.02% |
1,640,498
+349,158
|
|
||
666
Vanguard FTSE Pacific ETF
VPL
$8.31B
| $225M | 0.02% |
2,733,189
-3,156,773
|
|
||
667
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.44B
| $222M | 0.02% |
6,335,858
+2,545,530
|
|
||
668
Citizens Financial Group
CFG
$23.2B
| $222M | 0.02% |
4,950,037
+1,467,529
|
|
||
669
iShares Global Tech ETF
IXN
$6.33B
| $222M | 0.02% |
2,398,815
+191,600
|
|
||
670
MP Materials
MP
$10.7B
| $221M | 0.02% |
6,649,761
+964,602
|
|
||
671
Teck Resources
TECK
$20.8B
| $221M | 0.02% |
5,476,350
+978,096
|
|
||
672
TKO Group
TKO
$15.3B
| $221M | 0.02% |
1,215,269
-191,644
|
|
||
673
Ameren
AEE
$28.7B
| $221M | 0.02% |
2,300,717
-141,538
|
|
||
674
Zurn Elkay Water Solutions
ZWS
$8.05B
| $220M | 0.02% |
6,021,744
-370,864
|
|
||
675
Hasbro
HAS
$11.6B
| $220M | 0.02% |
2,981,423
+1,677,962
|
|