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
PODD icon
776
Insulet
PODD
$23B
$174M 0.01%
553,653
-183,692
BCS icon
777
Barclays
BCS
$77.7B
$174M 0.01%
9,354,940
-1,001,429
SLYV icon
778
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.1B
$173M 0.01%
2,175,117
-135,717
SGI
779
Somnigroup International
SGI
$19B
$173M 0.01%
2,548,256
-298,277
DFAC icon
780
Dimensional US Core Equity 2 ETF
DFAC
$39.6B
$173M 0.01%
4,833,081
+321,073
THC icon
781
Tenet Healthcare
THC
$19.1B
$173M 0.01%
983,682
-279,334
STE icon
782
Steris
STE
$26.2B
$172M 0.01%
716,382
+50,607
VPU icon
783
Vanguard Utilities ETF
VPU
$8.1B
$172M 0.01%
974,255
+52,880
H icon
784
Hyatt Hotels
H
$15.8B
$172M 0.01%
1,228,396
+562,611
IBDQ icon
785
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.62B
$171M 0.01%
6,803,529
-429,002
RSPT icon
786
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4B
$170M 0.01%
4,177,564
-26,929
AER icon
787
AerCap
AER
$22.6B
$170M 0.01%
1,454,736
-252,405
BAX icon
788
Baxter International
BAX
$9.72B
$170M 0.01%
5,617,959
-336,432
FNV icon
789
Franco-Nevada
FNV
$40B
$170M 0.01%
1,037,415
-93,146
JMST icon
790
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.47B
$169M 0.01%
3,326,397
+259,552
ODFL icon
791
Old Dominion Freight Line
ODFL
$28.2B
$168M 0.01%
1,037,180
+282,969
DSI icon
792
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$167M 0.01%
1,440,776
-3,548
EWY icon
793
iShares MSCI South Korea ETF
EWY
$6.95B
$167M 0.01%
2,328,142
-43,877
AVDE icon
794
Avantis International Equity ETF
AVDE
$10.8B
$167M 0.01%
2,255,718
+356,773
LULU icon
795
lululemon athletica
LULU
$21.6B
$167M 0.01%
702,622
+104,829
STIP icon
796
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$166M 0.01%
1,615,034
+671,145
GRID icon
797
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.76B
$166M 0.01%
1,193,672
+61,496
TU icon
798
Telus
TU
$20.1B
$166M 0.01%
10,327,830
+139,149
DKNG icon
799
DraftKings
DKNG
$16B
$166M 0.01%
3,864,857
+170,391
WY icon
800
Weyerhaeuser
WY
$16B
$166M 0.01%
6,443,057
+596,727