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
NDAQ icon
351
Nasdaq
NDAQ
$50.9B
$613M 0.04%
6,931,446
-141,522
ANGL icon
352
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$612M 0.04%
20,594,595
+1,193,879
NULV icon
353
Nuveen ESG Large-Cap Value ETF
NULV
$1.9B
$601M 0.04%
13,708,202
+137,834
FBND icon
354
Fidelity Total Bond ETF
FBND
$22.9B
$599M 0.04%
12,954,872
+683,930
CBRE icon
355
CBRE Group
CBRE
$48.3B
$599M 0.04%
3,799,849
-53,712
MGV icon
356
Vanguard Mega Cap Value ETF
MGV
$10.4B
$595M 0.04%
4,318,992
-65,650
SNPS icon
357
Synopsys
SNPS
$74.6B
$592M 0.04%
1,200,029
+301,417
SPLV icon
358
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$591M 0.04%
8,045,945
+1,156,550
GPN icon
359
Global Payments
GPN
$17.5B
$591M 0.04%
7,114,388
-179,492
NVS icon
360
Novartis
NVS
$250B
$591M 0.04%
4,605,878
+78,390
IGV icon
361
iShares Expanded Tech-Software Sector ETF
IGV
$8.18B
$590M 0.04%
5,127,527
-2,760,467
CALF icon
362
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.72B
$583M 0.04%
13,321,455
-2,004,093
VGSH icon
363
Vanguard Short-Term Treasury ETF
VGSH
$24.8B
$583M 0.04%
9,899,709
+1,162,540
VCR icon
364
Vanguard Consumer Discretionary ETF
VCR
$6.23B
$582M 0.04%
1,469,851
-18,690
IWY icon
365
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$578M 0.04%
2,112,677
-96,400
XOP icon
366
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.65B
$578M 0.04%
4,371,426
+1,311,054
ITA icon
367
iShares US Aerospace & Defense ETF
ITA
$11.8B
$577M 0.04%
2,758,477
-243,371
AZO icon
368
AutoZone
AZO
$65.7B
$577M 0.04%
134,419
-1,456
SHW icon
369
Sherwin-Williams
SHW
$84.9B
$572M 0.04%
1,652,667
+500,446
TTE icon
370
TotalEnergies
TTE
$141B
$569M 0.04%
9,538,683
-264,285
BRK.A icon
371
Berkshire Hathaway Class A
BRK.A
$1.1T
$569M 0.04%
754
+32
EQIX icon
372
Equinix
EQIX
$73.5B
$568M 0.04%
725,397
+26,445
VOT icon
373
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$566M 0.04%
1,927,461
-74,478
PPL icon
374
PPL Corp
PPL
$26.9B
$566M 0.04%
15,236,427
+1,345,961
YUM icon
375
Yum! Brands
YUM
$42.8B
$565M 0.04%
3,718,707
-774,976