Bank of America

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.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1
+$3.36B
2
+$1.57B
3
+$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1
+$2.89B
2
+$2.73B
3
+$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
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
WDC icon
101
Western Digital
WDC
$52.9B
$2.68B 0.18%
22,361,010
-3,516,944
MS icon
102
Morgan Stanley
MS
$262B
$2.68B 0.18%
16,842,099
-232,536
VTWO icon
103
Vanguard Russell 2000 ETF
VTWO
$13.3B
$2.67B 0.18%
27,317,912
+207,948
VZ icon
104
Verizon
VZ
$171B
$2.65B 0.18%
60,283,880
+3,669,973
TMO icon
105
Thermo Fisher Scientific
TMO
$224B
$2.6B 0.18%
5,370,699
+1,445,375
SPGI icon
106
S&P Global
SPGI
$150B
$2.58B 0.17%
5,296,334
-225,424
VONV icon
107
Vanguard Russell 1000 Value ETF
VONV
$14.6B
$2.54B 0.17%
28,476,088
+823,792
USIG icon
108
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.5B
$2.53B 0.17%
48,457,545
+4,933,287
COWZ icon
109
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$2.5B 0.17%
43,585,636
-7,128,998
AZN icon
110
AstraZeneca
AZN
$289B
$2.5B 0.17%
32,633,139
+1,461,786
LOW icon
111
Lowe's Companies
LOW
$133B
$2.48B 0.17%
9,885,353
-280,930
NEE icon
112
NextEra Energy
NEE
$176B
$2.45B 0.17%
32,501,295
-392,101
AXP icon
113
American Express
AXP
$249B
$2.43B 0.16%
7,321,665
-96,627
PM icon
114
Philip Morris
PM
$244B
$2.4B 0.16%
14,792,881
+580,156
BA icon
115
Boeing
BA
$138B
$2.37B 0.16%
10,972,284
+446,027
XEL icon
116
Xcel Energy
XEL
$47.3B
$2.33B 0.16%
28,851,485
+2,589,406
QCOM icon
117
Qualcomm
QCOM
$175B
$2.31B 0.16%
13,889,718
-373,347
MDT icon
118
Medtronic
MDT
$135B
$2.31B 0.16%
24,247,143
+2,075,976
APP icon
119
Applovin
APP
$185B
$2.28B 0.15%
3,178,724
-61,471
OEF icon
120
iShares S&P 100 ETF
OEF
$28.6B
$2.27B 0.15%
6,834,483
+262,408
IAU icon
121
iShares Gold Trust
IAU
$64.5B
$2.24B 0.15%
30,799,504
+456,140
GILD icon
122
Gilead Sciences
GILD
$158B
$2.24B 0.15%
20,138,832
+1,156,528
IVW icon
123
iShares S&P 500 Growth ETF
IVW
$65.9B
$2.23B 0.15%
18,438,131
-254,434
MRK icon
124
Merck
MRK
$260B
$2.22B 0.15%
26,449,436
-1,571,698
AMD icon
125
Advanced Micro Devices
AMD
$326B
$2.2B 0.15%
13,616,327
+1,014,832
3 4
5
6 7