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
WCN icon
351
Waste Connections
WCN
$45.2B
$567M 0.04%
3,038,786
+216,110
ITA icon
352
iShares US Aerospace & Defense ETF
ITA
$11.8B
$566M 0.04%
3,001,848
-240,844
FITB icon
353
Fifth Third Bancorp
FITB
$28.6B
$565M 0.04%
13,743,746
+1,096,344
AEP icon
354
American Electric Power
AEP
$64.9B
$564M 0.04%
5,434,814
+385,883
ATO icon
355
Atmos Energy
ATO
$28B
$563M 0.04%
3,652,267
+1,778,653
SOXX icon
356
iShares Semiconductor ETF
SOXX
$15.8B
$563M 0.04%
2,357,919
+155,603
GDX icon
357
VanEck Gold Miners ETF
GDX
$23.2B
$562M 0.04%
10,785,886
-2,768,631
FBND icon
358
Fidelity Total Bond ETF
FBND
$22.9B
$561M 0.04%
12,270,942
+629,015
FIS icon
359
Fidelity National Information Services
FIS
$34B
$558M 0.04%
6,856,374
+200,131
EQIX icon
360
Equinix
EQIX
$73.5B
$556M 0.04%
698,952
-142,794
IXUS icon
361
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$554M 0.04%
7,166,372
-3,604,812
SRLN icon
362
State Street Blackstone Senior Loan ETF
SRLN
$6.74B
$552M 0.04%
13,282,946
+1,686,876
XBI icon
363
State Street SPDR S&P Biotech ETF
XBI
$7.78B
$552M 0.04%
6,652,849
+188,267
AXON icon
364
Axon Enterprise
AXON
$41.7B
$549M 0.04%
662,878
+47,646
NVS icon
365
Novartis
NVS
$250B
$548M 0.04%
4,527,488
-186,854
ET icon
366
Energy Transfer Partners
ET
$55.9B
$547M 0.04%
30,159,930
-7,246,287
TDG icon
367
TransDigm Group
TDG
$76.2B
$547M 0.04%
359,563
+6,947
TPR icon
368
Tapestry
TPR
$22B
$545M 0.04%
6,212,019
-3,103,525
IWY icon
369
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$545M 0.04%
2,209,077
+19,978
VLO icon
370
Valero Energy
VLO
$53.1B
$544M 0.04%
4,048,367
-428,359
PULS icon
371
PGIM Ultra Short Bond ETF
PULS
$13.1B
$544M 0.04%
10,923,947
+1,647,341
CBRE icon
372
CBRE Group
CBRE
$48.3B
$540M 0.04%
3,853,561
-45,496
VCR icon
373
Vanguard Consumer Discretionary ETF
VCR
$6.23B
$539M 0.04%
1,488,541
+3,389
CCJ icon
374
Cameco
CCJ
$38B
$536M 0.04%
7,215,653
-926,442
DOV icon
375
Dover
DOV
$25.5B
$532M 0.04%
2,902,944
-90,796