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
PAVE icon
226
Global X US Infrastructure Development ETF
PAVE
$9.71B
$1.16B 0.08%
24,259,423
+1,625,360
DVY icon
227
iShares Select Dividend ETF
DVY
$20.7B
$1.15B 0.08%
8,096,893
+256,434
PFE icon
228
Pfizer
PFE
$146B
$1.13B 0.08%
44,414,639
-7,045,690
CIBR icon
229
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$1.13B 0.08%
14,860,424
+7,072,058
BABA icon
230
Alibaba
BABA
$375B
$1.13B 0.08%
6,306,620
+439,619
VRTX icon
231
Vertex Pharmaceuticals
VRTX
$109B
$1.11B 0.08%
2,840,424
+32,807
MRVL icon
232
Marvell Technology
MRVL
$71.9B
$1.11B 0.08%
13,153,645
-49,291
DASH icon
233
DoorDash
DASH
$84.3B
$1.08B 0.07%
3,988,565
+285,989
SPHY icon
234
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.1B
$1.07B 0.07%
44,649,901
+4,256,596
DGRW icon
235
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$1.07B 0.07%
11,983,890
-438,147
DUK icon
236
Duke Energy
DUK
$94.8B
$1.05B 0.07%
8,472,710
+334,056
DIA icon
237
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.2B
$1.05B 0.07%
2,258,274
-147,589
ORLY icon
238
O'Reilly Automotive
ORLY
$85.6B
$1.04B 0.07%
9,650,840
-7,519
IEF icon
239
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$1.03B 0.07%
10,729,197
+1,700,657
SDY icon
240
State Street SPDR S&P Dividend ETF
SDY
$20B
$1.03B 0.07%
7,356,574
-48,028
O icon
241
Realty Income
O
$52.2B
$1.03B 0.07%
16,880,383
-893,346
TT icon
242
Trane Technologies
TT
$92.9B
$1.02B 0.07%
2,422,690
+203,766
SYF icon
243
Synchrony
SYF
$27.6B
$1.02B 0.07%
14,335,213
+739,832
LYV icon
244
Live Nation Entertainment
LYV
$30.1B
$1.02B 0.07%
6,222,773
+351,560
HOOD icon
245
Robinhood
HOOD
$104B
$1.01B 0.07%
7,059,376
+2,114,354
SGOV icon
246
iShares 0-3 Month Treasury Bond ETF
SGOV
$63.4B
$995M 0.07%
9,883,761
-677,607
ESGD icon
247
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.5B
$995M 0.07%
10,703,934
+44,374
INTC icon
248
Intel
INTC
$171B
$989M 0.07%
29,479,168
-2,043,518
NSC icon
249
Norfolk Southern
NSC
$64.9B
$988M 0.07%
3,287,998
+221,581
NXPI icon
250
NXP Semiconductors
NXPI
$48.1B
$988M 0.07%
4,336,466
+95,185