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
KWEB icon
526
KraneShares CSI China Internet ETF
KWEB
$9.01B
$343M 0.02%
8,163,648
+6,063,229
UL icon
527
Unilever
UL
$148B
$342M 0.02%
5,773,638
+91,049
TFLO icon
528
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$342M 0.02%
6,760,628
-418,466
NULG icon
529
Nuveen ESG Large-Cap Growth ETF
NULG
$1.91B
$342M 0.02%
3,437,822
-355,998
CPRT icon
530
Copart
CPRT
$37.5B
$341M 0.02%
7,586,427
+266,321
FLGB icon
531
Franklin FTSE United Kingdom ETF
FLGB
$933M
$340M 0.02%
10,517,848
+435,145
SOFI icon
532
SoFi Technologies
SOFI
$34.4B
$339M 0.02%
12,832,802
-6,196,203
VLTO icon
533
Veralto
VLTO
$25.1B
$339M 0.02%
3,177,287
-120,209
SPMO icon
534
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$337M 0.02%
2,785,766
+374,417
VOX icon
535
Vanguard Communication Services ETF
VOX
$5.8B
$337M 0.02%
1,795,262
+7,900
CRDO icon
536
Credo Technology Group
CRDO
$28.4B
$332M 0.02%
2,278,073
+1,406,752
EXPD icon
537
Expeditors International
EXPD
$19.7B
$331M 0.02%
2,700,330
-131,176
EFAV icon
538
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
$331M 0.02%
3,899,489
-116,932
DDOG icon
539
Datadog
DDOG
$55.5B
$330M 0.02%
2,320,876
-759,968
RKLB icon
540
Rocket Lab Corp
RKLB
$22.4B
$330M 0.02%
6,883,302
-6,620,062
HEI.A icon
541
HEICO Corp Class A
HEI.A
$34.2B
$325M 0.02%
1,280,515
-6,703
SNA icon
542
Snap-on
SNA
$17.7B
$323M 0.02%
933,495
+18,549
PTLC icon
543
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
$322M 0.02%
5,878,088
-285,175
RY icon
544
Royal Bank of Canada
RY
$216B
$320M 0.02%
2,175,364
-898,455
CM icon
545
Canadian Imperial Bank of Commerce
CM
$79.6B
$319M 0.02%
3,998,982
-38,104
MTUM icon
546
iShares MSCI USA Momentum Factor ETF
MTUM
$20.1B
$318M 0.02%
1,239,000
+94,881
AME icon
547
Ametek
AME
$45.2B
$317M 0.02%
1,686,536
+127,274
MCO icon
548
Moody's
MCO
$86.9B
$314M 0.02%
659,618
-46,378
DRI icon
549
Darden Restaurants
DRI
$20.9B
$314M 0.02%
1,650,774
-64,548
PKG icon
550
Packaging Corp of America
PKG
$18.3B
$314M 0.02%
1,441,082
-8,412