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
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$2.03B
2 +$1.82B
3 +$1.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43B
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.11B

Top Sells

1 +$2.79B
2 +$2.49B
3 +$1.46B
4
NVDA icon
NVIDIA
NVDA
+$1.28B
5
AAPL icon
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
DGRW icon
226
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$1.04B 0.08%
12,422,037
+590,243
ED icon
227
Consolidated Edison
ED
$35.7B
$1.03B 0.08%
10,271,324
-3,097,685
VIS icon
228
Vanguard Industrials ETF
VIS
$6.23B
$1.03B 0.08%
3,667,729
-16,056
O icon
229
Realty Income
O
$52.2B
$1.02B 0.07%
17,773,729
-520,692
MRVL icon
230
Marvell Technology
MRVL
$71.9B
$1.02B 0.07%
13,202,936
-352,544
NVO icon
231
Novo Nordisk
NVO
$209B
$1.02B 0.07%
14,721,478
-71,146
SDY icon
232
State Street SPDR S&P Dividend ETF
SDY
$20B
$1.01B 0.07%
7,404,602
-132,205
TLH icon
233
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
$995M 0.07%
9,797,105
+143,628
PAVE icon
234
Global X US Infrastructure Development ETF
PAVE
$9.71B
$986M 0.07%
22,634,063
-356,692
PFG icon
235
Principal Financial Group
PFG
$18.6B
$983M 0.07%
12,370,852
+1,083,991
HYG icon
236
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$981M 0.07%
12,165,985
+296,510
XLU icon
237
Utilities Select Sector SPDR Fund
XLU
$22.1B
$971M 0.07%
11,896,107
+1,981,007
TT icon
238
Trane Technologies
TT
$92.9B
$971M 0.07%
2,218,924
-126,249
SHY icon
239
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$962M 0.07%
11,606,993
-337,784
SPHY icon
240
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.1B
$961M 0.07%
40,393,305
-1,132,424
DUK icon
241
Duke Energy
DUK
$94.8B
$960M 0.07%
8,138,654
-568,276
STX icon
242
Seagate
STX
$57.1B
$953M 0.07%
6,604,575
+2,559,670
ESGD icon
243
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.5B
$951M 0.07%
10,659,560
+20,309
WDAY icon
244
Workday
WDAY
$62.4B
$947M 0.07%
3,945,549
+741,056
CI icon
245
Cigna
CI
$74.3B
$939M 0.07%
2,839,628
-121,080
TRV icon
246
Travelers Companies
TRV
$65.5B
$937M 0.07%
3,501,055
-71,325
NXPI icon
247
NXP Semiconductors
NXPI
$48.1B
$927M 0.07%
4,241,281
+686,788
KBWB icon
248
Invesco KBW Bank ETF
KBWB
$5.66B
$919M 0.07%
12,830,652
-198,249
IWP icon
249
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$919M 0.07%
6,625,157
-1,841,383
FER icon
250
Ferrovial SE
FER
$46.9B
$914M 0.07%
17,054,153
+4,667,274