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
UBS icon
326
UBS Group
UBS
$117B
$698M 0.05%
17,026,177
+8,596,940
IXUS icon
327
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$697M 0.05%
8,437,409
+1,271,037
CMI icon
328
Cummins
CMI
$68.3B
$696M 0.05%
1,648,052
+604,282
DELL icon
329
Dell
DELL
$84.4B
$695M 0.05%
4,905,387
-834,558
GDX icon
330
VanEck Gold Miners ETF
GDX
$23.2B
$690M 0.05%
9,034,187
-1,751,699
AIRR icon
331
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.97B
$687M 0.05%
7,102,044
+1,036,237
ALNY icon
332
Alnylam Pharmaceuticals
ALNY
$56.8B
$683M 0.05%
1,498,491
+241,163
JEPQ icon
333
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.4B
$678M 0.05%
11,788,272
+651,461
ECL icon
334
Ecolab
ECL
$77.5B
$673M 0.05%
2,458,141
-64,763
CME icon
335
CME Group
CME
$99.9B
$673M 0.05%
2,491,101
-256,807
CGDV icon
336
Capital Group Dividend Value ETF
CGDV
$25.1B
$667M 0.05%
15,868,443
+2,688,496
MPWR icon
337
Monolithic Power Systems
MPWR
$43.5B
$665M 0.05%
722,816
+30,069
IGM icon
338
iShares Expanded Tech Sector ETF
IGM
$8.72B
$665M 0.05%
5,280,818
+2,660,957
AEP icon
339
American Electric Power
AEP
$64.9B
$658M 0.04%
5,852,444
+417,630
ITB icon
340
iShares US Home Construction ETF
ITB
$2.64B
$657M 0.04%
6,127,742
-837,062
REGN icon
341
Regeneron Pharmaceuticals
REGN
$82.7B
$649M 0.04%
1,153,933
-66,426
LNG icon
342
Cheniere Energy
LNG
$44.1B
$642M 0.04%
2,730,964
-718,808
ATO icon
343
Atmos Energy
ATO
$28B
$638M 0.04%
3,737,053
+84,786
CCJ icon
344
Cameco
CCJ
$38B
$638M 0.04%
7,606,179
+390,526
DYNF icon
345
BlackRock US Equity Factor Rotation ETF
DYNF
$29.3B
$629M 0.04%
10,625,048
+2,346,201
SOXX icon
346
iShares Semiconductor ETF
SOXX
$15.8B
$629M 0.04%
2,319,944
-37,975
MOAT icon
347
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$623M 0.04%
6,283,572
-504,255
NU icon
348
Nu Holdings
NU
$80.5B
$621M 0.04%
38,767,708
+8,755,700
TFI icon
349
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$620M 0.04%
13,605,513
+34,628
ESGE icon
350
iShares ESG Aware MSCI EM ETF
ESGE
$5.5B
$614M 0.04%
14,150,158
-1,304,266