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
FTCS icon
826
First Trust Capital Strength ETF
FTCS
$8.25B
$156M 0.01%
1,714,227
+25,024
CRL icon
827
Charles River Laboratories
CRL
$8.81B
$156M 0.01%
1,026,013
+232,020
QSR icon
828
Restaurant Brands International
QSR
$24.9B
$155M 0.01%
2,339,967
+826,642
EPP icon
829
iShares MSCI Pacific ex Japan ETF
EPP
$1.73B
$155M 0.01%
3,131,894
+717,583
CACI icon
830
CACI
CACI
$13.6B
$154M 0.01%
323,525
+15,546
DTD icon
831
WisdomTree US Total Dividend Fund
DTD
$1.47B
$154M 0.01%
1,938,568
+2,862
XME icon
832
State Street SPDR S&P Metals & Mining ETF
XME
$2.66B
$154M 0.01%
2,287,663
-36,410
MLPX icon
833
Global X MLP & Energy Infrastructure ETF
MLPX
$2.52B
$153M 0.01%
2,446,860
+277,692
NI icon
834
NiSource
NI
$20.7B
$152M 0.01%
3,772,060
+247,332
PRMB
835
Primo Brands
PRMB
$5.79B
$152M 0.01%
5,134,483
+3,505,472
FTAI icon
836
FTAI Aviation
FTAI
$17.4B
$152M 0.01%
1,320,098
+515,887
DLTR icon
837
Dollar Tree
DLTR
$22.4B
$152M 0.01%
1,531,713
-810,591
ACWV icon
838
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$152M 0.01%
1,278,184
-24,335
DXJ icon
839
WisdomTree Japan Hedged Equity Fund
DXJ
$4.81B
$152M 0.01%
1,326,244
-151,011
EME icon
840
Emcor
EME
$27.3B
$151M 0.01%
283,070
+57,356
TEVA icon
841
Teva Pharmaceuticals
TEVA
$30.2B
$151M 0.01%
9,004,963
+1,473,740
SWKS icon
842
Skyworks Solutions
SWKS
$9.71B
$151M 0.01%
2,019,598
+517,339
FTSM icon
843
First Trust Enhanced Short Maturity ETF
FTSM
$6.23B
$150M 0.01%
2,501,150
+110,033
MOS icon
844
The Mosaic Company
MOS
$7.7B
$150M 0.01%
4,103,293
+1,123,122
TRI icon
845
Thomson Reuters
TRI
$59.6B
$150M 0.01%
743,352
+51,797
ALGN icon
846
Align Technology
ALGN
$10.6B
$149M 0.01%
786,637
+320,317
SPSB icon
847
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.3B
$148M 0.01%
4,917,217
+5,762
IBDU icon
848
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.15B
$148M 0.01%
6,358,879
+240,463
AZEK
849
DELISTED
The AZEK Co
AZEK
$148M 0.01%
2,722,274
+1,928,487
ALB icon
850
Albemarle
ALB
$14.9B
$148M 0.01%
2,357,183
+366,669