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 | |
|---|---|---|---|---|---|---|
51
Eaton
ETN
$130B
| $4.7B | 0.32% |
12,560,077
-564,662
|
|
||
52
iShares Core US Aggregate Bond ETF
AGG
$136B
| $4.64B | 0.32% |
46,326,160
+2,423,410
|
|
||
53
Goldman Sachs
GS
$240B
| $4.64B | 0.31% |
5,827,425
+638,231
|
|
||
54
Vanguard Dividend Appreciation ETF
VIG
$99.9B
| $4.59B | 0.31% |
21,291,388
-29,756
|
|
||
55
Vanguard Total Stock Market ETF
VTI
$557B
| $4.58B | 0.31% |
13,942,112
+445,712
|
|
||
56
Financial Select Sector SPDR Fund
XLF
$52.5B
| $4.57B | 0.31% |
84,741,775
+1,685,540
|
|
||
57
Procter & Gamble
PG
$346B
| $4.54B | 0.31% |
29,541,501
-1,789,900
|
|
||
58
Berkshire Hathaway Class B
BRK.B
$1.1T
| $4.48B | 0.3% |
8,918,717
-75,522
|
|
||
59
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $4.43B | 0.3% |
67,916,121
+35,513
|
|
||
60
Chevron
CVX
$298B
| $4.36B | 0.3% |
28,045,509
+2,051,143
|
|
||
61
IBM
IBM
$284B
| $4.34B | 0.29% |
15,367,707
-38,781
|
|
||
62
Wells Fargo
WFC
$267B
| $4.27B | 0.29% |
50,930,994
+1,889,082
|
|
||
63
SPDR Gold Trust
GLD
$138B
| $4.23B | 0.29% |
11,890,361
+905,141
|
|
||
64
TSMC
TSM
$1.46T
| $4.17B | 0.28% |
14,935,893
+130,173
|
|
||
65
VanEck Semiconductor ETF
SMH
$35.3B
| $4.13B | 0.28% |
12,654,464
+184,560
|
|
||
66
Vanguard Russell 1000 Growth ETF
VONG
$33.2B
| $4.07B | 0.28% |
33,782,100
-2,625,508
|
|
||
67
iShares Core MSCI International Developed Markets ETF
IDEV
$23.3B
| $4.02B | 0.27% |
50,138,292
+834,858
|
|
||
68
Invesco S&P 500 Equal Weight ETF
RSP
$73B
| $3.99B | 0.27% |
21,018,837
-1,456,855
|
|
||
69
Health Care Select Sector SPDR Fund
XLV
$40.8B
| $3.94B | 0.27% |
28,301,127
-4,925,225
|
|
||
70
McDonald's
MCD
$220B
| $3.88B | 0.26% |
12,761,455
+79,225
|
|
||
71
iShares Core S&P Small-Cap ETF
IJR
$87.5B
| $3.77B | 0.26% |
31,704,289
-266,518
|
|
||
72
TJX Companies
TJX
$170B
| $3.64B | 0.25% |
25,186,536
+564,453
|
|
||
73
UnitedHealth
UNH
$294B
| $3.61B | 0.24% |
10,457,548
+104,459
|
|
||
74
iShares National Muni Bond ETF
MUB
$41.6B
| $3.57B | 0.24% |
33,570,415
+2,026,165
|
|
||
75
iShares MSCI EAFE ETF
EFA
$67.7B
| $3.57B | 0.24% |
38,284,016
+2,060,598
|
|