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
$1.34T
AUM Growth
+$94.8B
(+7.6%)
Holding
7,648
Top Buys
| 1 | +$3.36B | |
| 2 | +$1.57B | |
| 3 | +$1.22B | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.06B |
| 5 |
CSX Corp
CSX
|
+$949M |
Top Sells
| 1 | +$2.89B | |
| 2 | +$2.73B | |
| 3 | +$2.36B | |
| 4 |
NVIDIA
NVDA
|
+$2.08B |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
Mitsubishi UFJ Financial
MUFG
$176B
| $227M | 0.02% |
14,222,923
-3,534,651
|
|
||
677
Alliant Energy
LNT
$17.6B
| $226M | 0.02% |
3,351,791
+152,056
|
|
||
678
Moog Inc Class A
MOG.A
$7.23B
| $226M | 0.02% |
1,087,512
-35,843
|
|
||
679
ResMed
RMD
$37.3B
| $225M | 0.02% |
823,624
-19,498
|
|
||
680
AB InBev
BUD
$122B
| $225M | 0.02% |
3,770,946
+426,495
|
|
||
681
Bloom Energy
BE
$22.3B
| $225M | 0.02% |
2,656,643
+227,056
|
|
||
682
Ameren
AEE
$28.4B
| $225M | 0.02% |
2,151,525
-149,192
|
|
||
683
Fidelity National Information Services
FIS
$34B
| $224M | 0.02% |
3,403,864
-3,452,510
|
|
||
684
Woodward
WWD
$17.6B
| $224M | 0.02% |
887,938
+18,821
|
|
||
685
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
| $224M | 0.02% |
9,225,324
+250,794
|
|
||
686
IQVIA
IQV
$39.5B
| $224M | 0.02% |
1,178,780
+256,633
|
|
||
687
Pultegroup
PHM
$24.5B
| $223M | 0.02% |
1,684,744
-70,497
|
|
||
688
Diageo
DEO
$50.7B
| $223M | 0.02% |
2,332,612
-1,030,330
|
|
||
689
Archrock
AROC
$4.21B
| $222M | 0.02% |
8,420,085
+43,645
|
|
||
690
iShares MSCI USA Value Factor ETF
VLUE
$8.62B
| $221M | 0.02% |
1,768,935
+17,069
|
|
||
691
Steris
STE
$26.3B
| $220M | 0.01% |
890,277
+173,895
|
|
||
692
ARK Innovation ETF
ARKK
$7.24B
| $220M | 0.01% |
2,545,381
-1,773,196
|
|
||
693
Tenet Healthcare
THC
$19.2B
| $219M | 0.01% |
1,078,585
+94,903
|
|
||
694
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.68B
| $219M | 0.01% |
1,447,811
+254,139
|
|
||
695
HDFC Bank
HDB
$185B
| $217M | 0.01% |
6,363,925
+168,229
|
|
||
696
Coca-Cola Europacific Partners
CCEP
$41.1B
| $217M | 0.01% |
2,402,356
-468,197
|
|
||
697
Infosys
INFY
$71.6B
| $217M | 0.01% |
13,335,120
-2,129,942
|
|
||
|
SGI
698
Somnigroup International
SGI
$18.7B
| $217M | 0.01% |
2,568,755
+20,499
|
|
||
699
Booz Allen Hamilton
BAH
$10.1B
| $217M | 0.01% |
2,166,766
-130,650
|
|
||
700
Toast
TOST
$19.6B
| $216M | 0.01% |
5,927,355
-399,674
|
|