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.
1 Year Est. Return
+19.29%
AUM
$1.24T
AUM Growth
+$115B
(+10%)
Holding
7,626
Top Buys
| 1 | +$2.03B | |
| 2 | +$1.82B | |
| 3 | +$1.76B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.43B |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.11B |
Top Sells
| 1 | +$2.79B | |
| 2 | +$2.49B | |
| 3 | +$1.46B | |
| 4 |
NVIDIA
NVDA
|
+$1.28B |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Equinor
EQNR
$56.6B
| $304M | 0.02% |
12,100,331
+2,143,049
|
|
||
552
ARK Innovation ETF
ARKK
$7.35B
| $304M | 0.02% |
4,318,577
+1,851,435
|
|
||
553
PG&E
PCG
$35.2B
| $302M | 0.02% |
21,683,654
+10,352,477
|
|
||
554
Aflac
AFL
$57.9B
| $302M | 0.02% |
2,863,499
+214,595
|
|
||
555
Brown & Brown
BRO
$27.5B
| $300M | 0.02% |
2,703,009
+389,578
|
|
||
556
Cincinnati Financial
CINF
$26.3B
| $300M | 0.02% |
2,011,505
+80,487
|
|
||
557
Verisk Analytics
VRSK
$31.2B
| $299M | 0.02% |
959,881
-41,806
|
|
||
558
Pinduoduo
PDD
$164B
| $297M | 0.02% |
2,841,581
+271,622
|
|
||
559
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.92B
| $296M | 0.02% |
2,392,099
+19,672
|
|
||
560
Reinsurance Group of America
RGA
$12.5B
| $295M | 0.02% |
1,489,181
-18,734
|
|
||
561
iShares Expanded Tech Sector ETF
IGM
$8.8B
| $294M | 0.02% |
2,619,861
-348,592
|
|
||
562
Otis Worldwide
OTIS
$34.5B
| $294M | 0.02% |
2,971,913
+2,322
|
|
||
563
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.42B
| $294M | 0.02% |
6,724,319
-349,443
|
|
||
564
Strategy Inc
MSTR
$50.5B
| $293M | 0.02% |
725,862
+323,393
|
|
||
565
Trade Desk
TTD
$18.9B
| $293M | 0.02% |
4,074,296
-46,282
|
|
||
566
NRG Energy
NRG
$32.3B
| $292M | 0.02% |
1,816,457
-282,464
|
|
||
567
SS&C Technologies
SSNC
$20.9B
| $291M | 0.02% |
3,520,114
-101,198
|
|
||
568
First Trust Value Line Dividend Fund
FVD
$8.58B
| $290M | 0.02% |
6,488,951
-187,130
|
|
||
569
Markel Group
MKL
$26.3B
| $289M | 0.02% |
144,560
-199
|
|
||
570
Huntington Bancshares
HBAN
$25.5B
| $288M | 0.02% |
17,187,222
+41,210
|
|
||
571
Quest Diagnostics
DGX
$21.1B
| $287M | 0.02% |
1,599,602
+426,399
|
|
||
572
State Street SPDR S&P Regional Banking ETF
KRE
$2.89B
| $287M | 0.02% |
4,831,572
-917,399
|
|
||
573
Infosys
INFY
$72.2B
| $287M | 0.02% |
15,465,062
+7,247,500
|
|
||
574
Morningstar
MORN
$8.79B
| $286M | 0.02% |
912,053
-4,382
|
|
||
575
Canadian Imperial Bank of Commerce
CM
$79.6B
| $286M | 0.02% |
4,037,086
-3,446,760
|
|