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
ANET icon
326
Arista Networks
ANET
$157B
$637M 0.05%
6,228,389
-516,198
MOAT icon
327
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$637M 0.05%
6,787,827
-438,570
SHEL icon
328
Shell
SHEL
$208B
$634M 0.05%
9,006,536
+447,907
NDAQ icon
329
Nasdaq
NDAQ
$50.9B
$632M 0.05%
7,072,968
-121,682
EFV icon
330
iShares MSCI EAFE Value ETF
EFV
$27B
$617M 0.05%
9,719,462
+999,564
CALF icon
331
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.72B
$610M 0.04%
15,325,548
-4,623,644
TFI icon
332
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$606M 0.04%
13,570,885
+387,757
JEPQ icon
333
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.4B
$606M 0.04%
11,136,811
+1,533,280
ESGE icon
334
iShares ESG Aware MSCI EM ETF
ESGE
$5.5B
$605M 0.04%
15,454,424
-363,276
VMC icon
335
Vulcan Materials
VMC
$38.7B
$602M 0.04%
2,309,444
+133,523
TTE icon
336
TotalEnergies
TTE
$141B
$602M 0.04%
9,802,968
+888,574
SNOW icon
337
Snowflake
SNOW
$84.8B
$601M 0.04%
2,686,275
+1,492,238
CIBR icon
338
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$589M 0.04%
7,788,366
+521,199
BSV icon
339
Vanguard Short-Term Bond ETF
BSV
$39.4B
$588M 0.04%
7,468,753
-948,446
EOG icon
340
EOG Resources
EOG
$57.2B
$587M 0.04%
4,904,824
+80,398
CAH icon
341
Cardinal Health
CAH
$50.8B
$585M 0.04%
3,481,193
-41,876
GPN icon
342
Global Payments
GPN
$17.5B
$584M 0.04%
7,293,880
-2,170,370
CRH icon
343
CRH
CRH
$77.8B
$583M 0.04%
6,352,635
-100,302
MGV icon
344
Vanguard Mega Cap Value ETF
MGV
$10.4B
$575M 0.04%
4,384,642
+319,194
VOT icon
345
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$569M 0.04%
2,001,939
-25,682
FLUT icon
346
Flutter Entertainment
FLUT
$34.3B
$569M 0.04%
1,992,137
-827,016
NULV icon
347
Nuveen ESG Large-Cap Value ETF
NULV
$1.9B
$569M 0.04%
13,570,368
+41,550
CCI icon
348
Crown Castle
CCI
$38.9B
$569M 0.04%
5,534,066
+17,904
ANGL icon
349
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$568M 0.04%
19,400,716
-354,004
URI icon
350
United Rentals
URI
$51.5B
$568M 0.04%
753,539
-930,211