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 | |
|---|---|---|---|---|---|---|
101
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $2.66B | 0.19% |
109,087,556
+806,967
|
|
||
102
Philip Morris
PM
$245B
| $2.59B | 0.19% |
14,212,725
-779,175
|
|
||
103
Emerson Electric
EMR
$73.9B
| $2.55B | 0.19% |
19,153,319
+1,971,735
|
|
||
104
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.5B
| $2.46B | 0.18% |
53,150,304
+643,509
|
|
||
105
Verizon
VZ
$171B
| $2.45B | 0.18% |
56,613,907
+25,088,080
|
|
||
106
Morgan Stanley
MS
$262B
| $2.41B | 0.18% |
17,074,635
-4,033,904
|
|
||
107
American Express
AXP
$250B
| $2.37B | 0.17% |
7,418,292
+572,560
|
|
||
108
Vanguard Russell 2000 ETF
VTWO
$13.3B
| $2.36B | 0.17% |
27,109,964
+619,457
|
|
||
109
Vanguard Russell 1000 Value ETF
VONV
$14.6B
| $2.36B | 0.17% |
27,652,296
+3,543,885
|
|
||
110
Coca-Cola
KO
$312B
| $2.34B | 0.17% |
33,140,477
-2,400,256
|
|
||
111
NextEra Energy
NEE
$176B
| $2.28B | 0.17% |
32,893,396
+834,722
|
|
||
112
Qualcomm
QCOM
$175B
| $2.27B | 0.17% |
14,263,065
+1,064,083
|
|
||
113
Palantir
PLTR
$388B
| $2.26B | 0.17% |
16,583,832
+1,928,271
|
|
||
114
Amphenol
APH
$168B
| $2.26B | 0.17% |
22,884,098
-2,557,882
|
|
||
115
Energy Select Sector SPDR Fund
XLE
$27B
| $2.26B | 0.17% |
26,637,971
-1,174,873
|
|
||
116
Lowe's Companies
LOW
$133B
| $2.26B | 0.17% |
10,166,283
-722,058
|
|
||
117
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.5B
| $2.24B | 0.16% |
43,524,258
+962,124
|
|
||
118
Walt Disney
DIS
$184B
| $2.24B | 0.16% |
18,049,362
-919,745
|
|
||
119
Intercontinental Exchange
ICE
$88.8B
| $2.23B | 0.16% |
12,180,765
-63,956
|
|
||
120
Merck
MRK
$260B
| $2.22B | 0.16% |
28,021,134
-3,063,111
|
|
||
121
Boeing
BA
$139B
| $2.21B | 0.16% |
10,526,257
+629,163
|
|
||
122
Consumers Staples Select Sector SPDR Fund
XLP
$15B
| $2.2B | 0.16% |
27,193,689
-3,342,344
|
|
||
123
AstraZeneca
AZN
$289B
| $2.18B | 0.16% |
31,171,353
-661,662
|
|
||
124
Gilead Sciences
GILD
$158B
| $2.1B | 0.15% |
18,982,304
+629,467
|
|
||
125
iShares S&P 500 Growth ETF
IVW
$65.7B
| $2.06B | 0.15% |
18,692,565
-134,006
|
|