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
GBIL icon
601
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.5B
$269M 0.02%
2,682,805
-657,124
IJT icon
602
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.39B
$269M 0.02%
2,019,154
-50,473
PAAA icon
603
PGIM AAA CLO ETF
PAAA
$5.43B
$269M 0.02%
5,219,399
+934,216
QQQM icon
604
Invesco NASDAQ 100 ETF
QQQM
$69B
$268M 0.02%
1,179,452
+45,303
CCEP icon
605
Coca-Cola Europacific Partners
CCEP
$41.1B
$266M 0.02%
2,870,553
+709,723
IDXX icon
606
Idexx Laboratories
IDXX
$60.4B
$265M 0.02%
494,154
-56,133
DXCM icon
607
DexCom
DXCM
$24.4B
$263M 0.02%
3,007,889
-482,643
CRWV
608
CoreWeave Inc
CRWV
$37B
$262M 0.02%
1,607,912
+1,605,602
ONON icon
609
On Holding
ONON
$14.3B
$261M 0.02%
5,020,199
-885,740
DFAI icon
610
Dimensional International Core Equity Market ETF
DFAI
$12.2B
$261M 0.02%
7,553,795
+548,406
SDVY icon
611
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.24B
$260M 0.02%
7,368,266
-454,045
CWI icon
612
SPDR MSCI ACWI ex-US ETF
CWI
$2.18B
$257M 0.02%
7,855,164
+289,313
NET icon
613
Cloudflare
NET
$69B
$256M 0.02%
1,307,530
+496,878
SMIG icon
614
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.12B
$256M 0.02%
8,865,949
+1,518,914
NUSC icon
615
Nuveen ESG Small-Cap ETF
NUSC
$1.25B
$255M 0.02%
6,258,642
-196,338
ZS icon
616
Zscaler
ZS
$40.2B
$254M 0.02%
809,722
+356,198
BTI icon
617
British American Tobacco
BTI
$126B
$253M 0.02%
5,355,932
+1,392,799
DEM icon
618
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.27B
$253M 0.02%
5,580,798
-79,472
SPTL icon
619
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.3B
$253M 0.02%
9,501,814
-1,303,902
DPZ icon
620
Domino's
DPZ
$14B
$252M 0.02%
560,058
+48,898
VDE icon
621
Vanguard Energy ETF
VDE
$7.14B
$251M 0.02%
2,110,528
-44,804
CHWY icon
622
Chewy
CHWY
$14.2B
$251M 0.02%
5,879,274
+2,319,170
SOUN icon
623
SoundHound AI
SOUN
$4.97B
$250M 0.02%
23,319,902
+15,461,780
PSA icon
624
Public Storage
PSA
$48.1B
$250M 0.02%
850,328
-68,680
J icon
625
Jacobs Solutions
J
$16.1B
$249M 0.02%
1,892,046
-197,903