Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
-$6.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,410
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$3.16B
3
+$2.91B
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.81B
5
JPM icon
JPMorgan Chase
JPM
+$2.71B

Top Sells

1
+$2.3B
2
+$2.15B
3
+$1.41B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39B
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.34B

Sector Composition

1 Technology 14.93%
2 Financials 8.05%
3 Industrials 6.16%
4 Healthcare 5.86%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COWZ icon
126
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$2.27B 0.17%
36,325,339
-2,334,037
GEV icon
127
GE Vernova
GEV
$279B
$2.27B 0.17%
2,598,178
+435,405
ORCL icon
128
Oracle
ORCL
$552B
$2.26B 0.17%
15,383,679
-447,571
MDT icon
129
Medtronic
MDT
$101B
$2.25B 0.16%
26,015,003
+1,343,220
IVW icon
130
iShares S&P 500 Growth ETF
IVW
$74.3B
$2.24B 0.16%
19,779,268
+1,229,382
AXP icon
131
American Express
AXP
$213B
$2.22B 0.16%
7,354,574
-495,724
OEF icon
132
iShares S&P 100 ETF
OEF
$20.3B
$2.21B 0.16%
6,933,873
-44,561
CRM icon
133
Salesforce
CRM
$147B
$2.19B 0.16%
11,724,790
+2,561,923
IEF icon
134
iShares 7-10 Year Treasury Bond ETF
IEF
$47.5B
$2.19B 0.16%
22,900,079
+9,414,689
GE icon
135
GE Aerospace
GE
$316B
$2.18B 0.16%
7,664,679
+695,731
VONV icon
136
Vanguard Russell 1000 Value ETF
VONV
$19.2B
$2.16B 0.16%
22,989,192
-2,019,282
EEM icon
137
iShares MSCI Emerging Markets ETF
EEM
$29.2B
$2.12B 0.16%
37,337,990
+6,929,284
VRT icon
138
Vertiv
VRT
$126B
$2.11B 0.15%
8,416,966
-814,371
KMI icon
139
Kinder Morgan
KMI
$75.2B
$2.08B 0.15%
62,018,394
+836,571
AMD icon
140
Advanced Micro Devices
AMD
$762B
$2.07B 0.15%
10,161,481
-2,489,248
HON icon
141
Honeywell
HON
$144B
$2.06B 0.15%
9,124,527
+31,551
ASML icon
142
ASML
ASML
$629B
$2.06B 0.15%
1,560,256
+19,051
ROST icon
143
Ross Stores
ROST
$75.6B
$2.04B 0.15%
9,416,866
-364,447
JAAA icon
144
Janus Henderson AAA CLO ETF
JAAA
$27.2B
$2.03B 0.15%
40,377,740
+10,199,976
XLP icon
145
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$2.03B 0.15%
24,702,456
+1,275,550
VXUS icon
146
Vanguard Total International Stock ETF
VXUS
$148B
$2.02B 0.15%
26,202,620
+6,264,606
LOW icon
147
Lowe's Companies
LOW
$121B
$2.01B 0.15%
8,494,032
-829,573
IVE icon
148
iShares S&P 500 Value ETF
IVE
$50.4B
$2B 0.15%
9,457,775
+182,358
XLI icon
149
State Street Industrial Select Sector SPDR ETF
XLI
$30.2B
$1.99B 0.15%
12,326,564
+491,019
ABT icon
150
Abbott
ABT
$152B
$1.98B 0.14%
19,279,608
-551,015
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