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 | |
|---|---|---|---|---|---|---|
76
TSMC
TSM
$1.46T
| $3.35B | 0.25% |
14,805,720
+115,158
|
|
||
77
SPDR Gold Trust
GLD
$138B
| $3.35B | 0.25% |
10,985,220
-384,757
|
|
||
78
iShares National Muni Bond ETF
MUB
$41.6B
| $3.3B | 0.24% |
31,544,250
+2,701,582
|
|
||
79
Technology Select Sector SPDR Fund
XLK
$91B
| $3.27B | 0.24% |
12,926,120
+46,354
|
|
||
80
iShares MSCI EAFE ETF
EFA
$67.6B
| $3.24B | 0.24% |
36,223,418
-454,992
|
|
||
81
UnitedHealth
UNH
$296B
| $3.23B | 0.24% |
10,353,089
+1,778,488
|
|
||
82
TJX Companies
TJX
$170B
| $3.04B | 0.22% |
24,622,083
+3,056,976
|
|
||
83
Mastercard
MA
$493B
| $3.04B | 0.22% |
5,408,412
-66,073
|
|
||
84
AT&T
T
$183B
| $2.97B | 0.22% |
102,792,454
+4,927,658
|
|
||
85
Vanguard Small-Cap Value ETF
VBR
$31.6B
| $2.97B | 0.22% |
15,229,662
-1,770,647
|
|
||
86
Abbott
ABT
$223B
| $2.95B | 0.22% |
21,695,478
+973,970
|
|
||
87
Welltower
WELL
$140B
| $2.92B | 0.21% |
19,011,127
-1,362,377
|
|
||
88
Vanguard Financials ETF
VFH
$12.9B
| $2.92B | 0.21% |
22,910,811
-81,976
|
|
||
89
S&P Global
SPGI
$150B
| $2.91B | 0.21% |
5,521,758
+182,282
|
|
||
90
Honeywell
HON
$121B
| $2.85B | 0.21% |
12,254,445
-174,175
|
|
||
91
Williams Companies
WMB
$72.5B
| $2.79B | 0.2% |
44,496,410
-314,453
|
|
||
92
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
| $2.79B | 0.2% |
50,714,634
-8,405,743
|
|
||
93
Citigroup
C
$181B
| $2.79B | 0.2% |
32,757,394
-259,810
|
|
||
94
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
| $2.76B | 0.2% |
46,110,946
+500,574
|
|
||
95
Vanguard Small-Cap Growth ETF
VBK
$20.3B
| $2.76B | 0.2% |
9,953,009
+97,104
|
|
||
96
PepsiCo
PEP
$200B
| $2.72B | 0.2% |
20,629,748
-6,668,116
|
|
||
97
Union Pacific
UNP
$136B
| $2.72B | 0.2% |
11,820,525
+868,150
|
|
||
98
Parker-Hannifin
PH
$107B
| $2.71B | 0.2% |
3,881,885
-138,513
|
|
||
99
Salesforce
CRM
$222B
| $2.67B | 0.2% |
9,789,865
-647,228
|
|
||
100
General Dynamics
GD
$92.5B
| $2.66B | 0.19% |
9,124,112
+432,590
|
|