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 | |
|---|---|---|---|---|---|---|
51
Vanguard Dividend Appreciation ETF
VIG
$100B
| $4.36B | 0.32% |
21,321,144
-553,780
|
|
||
52
iShares Core US Aggregate Bond ETF
AGG
$135B
| $4.36B | 0.32% |
43,902,750
+1,915,497
|
|
||
53
Financial Select Sector SPDR Fund
XLF
$52.5B
| $4.35B | 0.32% |
83,056,235
-12,650,459
|
|
||
|
SPYM
54
State Street SPDR Portfolio S&P 500 ETF
SPYM
$95.7B
| $4.32B | 0.32% |
59,401,970
+27,889,948
|
|
||
55
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $4.21B | 0.31% |
67,880,608
-1,576,700
|
|
||
56
Johnson & Johnson
JNJ
$500B
| $4.2B | 0.31% |
27,520,953
+10,452
|
|
||
57
Consumer Discretionary Select Sector SPDR Fund
XLY
$23B
| $4.2B | 0.31% |
19,317,851
-162,114
|
|
||
58
RTX Corp
RTX
$232B
| $4.14B | 0.3% |
28,342,160
-841,785
|
|
||
59
Vanguard Total Stock Market ETF
VTI
$556B
| $4.1B | 0.3% |
13,496,400
+321,716
|
|
||
60
Invesco S&P 500 Equal Weight ETF
RSP
$72.9B
| $4.08B | 0.3% |
22,475,692
+262,872
|
|
||
61
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
| $3.98B | 0.29% |
36,407,608
+617,701
|
|
||
62
Texas Instruments
TXN
$146B
| $3.96B | 0.29% |
19,066,671
+1,926,312
|
|
||
63
Wells Fargo
WFC
$268B
| $3.93B | 0.29% |
49,041,912
+7,793,369
|
|
||
64
Oracle
ORCL
$551B
| $3.82B | 0.28% |
17,452,388
+572,497
|
|
||
65
iShares Core MSCI International Developed Markets ETF
IDEV
$23.3B
| $3.75B | 0.27% |
49,303,434
+1,564,981
|
|
||
66
Chevron
CVX
$298B
| $3.72B | 0.27% |
25,994,366
-359,803
|
|
||
67
McDonald's
MCD
$220B
| $3.71B | 0.27% |
12,682,230
-2,170,566
|
|
||
68
Goldman Sachs
GS
$240B
| $3.67B | 0.27% |
5,189,194
+198,051
|
|
||
69
Boston Scientific
BSX
$151B
| $3.64B | 0.27% |
33,845,119
+2,288,065
|
|
||
70
Progressive
PGR
$133B
| $3.54B | 0.26% |
13,250,932
-1,403,557
|
|
||
71
iShares Core S&P Small-Cap ETF
IJR
$87.4B
| $3.49B | 0.26% |
31,970,807
-1,027,152
|
|
||
72
VanEck Semiconductor ETF
SMH
$35.2B
| $3.48B | 0.25% |
12,469,904
-432,863
|
|
||
73
Cisco
CSCO
$302B
| $3.46B | 0.25% |
49,805,983
+2,286,596
|
|
||
74
ServiceNow
NOW
$171B
| $3.44B | 0.25% |
3,347,797
+186,690
|
|
||
75
Palo Alto Networks
PANW
$129B
| $3.39B | 0.25% |
16,554,571
+432,092
|
|