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
AIQ icon
501
Global X Artificial Intelligence & Technology ETF
AIQ
$6.88B
$369M 0.03%
7,479,715
+936,769
BTI icon
502
British American Tobacco
BTI
$123B
$368M 0.03%
6,934,792
+1,578,860
SPYV icon
503
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$30.7B
$367M 0.02%
6,637,438
+158,976
ACWX icon
504
iShares MSCI ACWI ex US ETF
ACWX
$7.19B
$366M 0.02%
5,636,472
+284,654
COOP
505
DELISTED
Mr. Cooper
COOP
$366M 0.02%
1,738,139
-76,123
IEUR icon
506
iShares Core MSCI Europe ETF
IEUR
$6.71B
$366M 0.02%
5,374,280
+2,277,084
DD icon
507
DuPont de Nemours
DD
$16.2B
$365M 0.02%
4,688,724
-78,662
IJS icon
508
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
$363M 0.02%
3,285,564
+21,122
VXF icon
509
Vanguard Extended Market ETF
VXF
$24.5B
$362M 0.02%
1,729,394
+23,354
PDD icon
510
Pinduoduo
PDD
$162B
$362M 0.02%
2,737,642
-103,939
SLB icon
511
SLB Ltd
SLB
$53.6B
$360M 0.02%
10,468,356
+1,460,855
VGLT icon
512
Vanguard Long-Term Treasury ETF
VGLT
$10B
$359M 0.02%
6,305,297
-731,793
SE icon
513
Sea Limited
SE
$80.7B
$356M 0.02%
1,994,274
-10,598
VT icon
514
Vanguard Total World Stock ETF
VT
$56.6B
$356M 0.02%
2,583,531
+79,428
SPYG icon
515
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.6B
$353M 0.02%
3,380,132
-48,733
SHV icon
516
iShares Short Treasury Bond ETF
SHV
$20.6B
$353M 0.02%
3,195,036
+22,622
PCG icon
517
PG&E
PCG
$34.6B
$353M 0.02%
23,408,010
+1,724,356
IMO icon
518
Imperial Oil
IMO
$48.5B
$349M 0.02%
3,840,645
+895,117
EPD icon
519
Enterprise Products Partners
EPD
$70.4B
$346M 0.02%
11,068,681
-74,022
NGG icon
520
National Grid
NGG
$73.5B
$345M 0.02%
4,751,505
+155,118
SPHQ icon
521
Invesco S&P 500 Quality ETF
SPHQ
$15B
$345M 0.02%
4,710,108
+349,166
RJF icon
522
Raymond James Financial
RJF
$30.6B
$345M 0.02%
1,997,480
-291,230
CP icon
523
Canadian Pacific Kansas City
CP
$64.4B
$344M 0.02%
4,615,989
-682,536
VIGI icon
524
Vanguard International Dividend Appreciation ETF
VIGI
$8.85B
$343M 0.02%
3,834,792
+86,461
IJK icon
525
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
$343M 0.02%
3,578,326
-219,055