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
VNLA icon
726
Janus Henderson Short Duration Income ETF
VNLA
$2.8B
$203M 0.01%
4,115,674
+187,781
EWBC icon
727
East-West Bancorp
EWBC
$14.8B
$203M 0.01%
1,903,499
-147,861
LUV icon
728
Southwest Airlines
LUV
$17.8B
$202M 0.01%
6,338,985
+323,423
H icon
729
Hyatt Hotels
H
$15.8B
$202M 0.01%
1,421,926
+193,530
SLYV icon
730
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$202M 0.01%
2,273,012
+97,895
FDN icon
731
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.79B
$201M 0.01%
719,528
+21,083
IYF icon
732
iShares US Financials ETF
IYF
$3.95B
$201M 0.01%
1,586,519
+86,197
SOUN icon
733
SoundHound AI
SOUN
$5.02B
$200M 0.01%
12,457,581
-10,862,321
CCL icon
734
Carnival Corp
CCL
$33.8B
$200M 0.01%
6,926,850
+552,328
EXE
735
Expand Energy Corp
EXE
$27.6B
$199M 0.01%
1,876,308
+469,557
CF icon
736
CF Industries
CF
$12.1B
$199M 0.01%
2,220,862
-264,558
EFX icon
737
Equifax
EFX
$26.3B
$199M 0.01%
775,866
+236,022
INFA
738
DELISTED
Informatica
INFA
$198M 0.01%
7,976,055
+65,527
WTW icon
739
Willis Towers Watson
WTW
$30.7B
$198M 0.01%
573,505
-171,569
BKR icon
740
Baker Hughes
BKR
$48.8B
$198M 0.01%
4,059,441
-936,955
BOTZ icon
741
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.95B
$197M 0.01%
5,566,896
-319,005
HOLX icon
742
Hologic
HOLX
$16.7B
$197M 0.01%
2,921,852
-168,454
WRB icon
743
W.R. Berkley
WRB
$29.6B
$197M 0.01%
2,571,057
-112,543
FANG icon
744
Diamondback Energy
FANG
$42.1B
$196M 0.01%
1,369,785
-270,713
SUSA icon
745
iShares ESG Optimized MSCI USA ETF
SUSA
$3.68B
$196M 0.01%
1,441,883
-22,984
CAR icon
746
Avis
CAR
$4.72B
$196M 0.01%
1,217,699
+885,423
TYL icon
747
Tyler Technologies
TYL
$20.3B
$195M 0.01%
373,610
+23,862
CACI icon
748
CACI
CACI
$13.6B
$195M 0.01%
391,729
+68,204
GSK icon
749
GSK
GSK
$95.5B
$195M 0.01%
4,526,045
-542,642
TEM
750
Tempus AI
TEM
$13.7B
$194M 0.01%
2,408,493
+1,277,244
28 29
30
31 32