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
HYDB icon
876
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$139M 0.01%
2,929,987
-45,628
BILS icon
877
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$139M 0.01%
1,398,948
-23,992
CNX icon
878
CNX Resources
CNX
$5.16B
$139M 0.01%
4,124,967
+313,935
JGRO icon
879
JPMorgan Active Growth ETF
JGRO
$8.17B
$139M 0.01%
1,610,252
+140,188
LBRDK icon
880
Liberty Broadband Class C
LBRDK
$6.63B
$138M 0.01%
1,404,980
+86,236
FLQL icon
881
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.65B
$138M 0.01%
2,180,552
+441,087
ELS icon
882
Equity Lifestyle Properties
ELS
$12.2B
$137M 0.01%
2,227,360
+777,107
KEY icon
883
KeyCorp
KEY
$20.1B
$137M 0.01%
7,843,378
+879,778
WBS icon
884
Webster Financial
WBS
$9.58B
$136M 0.01%
2,497,754
-60,095
CNM icon
885
Core & Main
CNM
$9.15B
$136M 0.01%
2,255,531
+385,659
AMCR icon
886
Amcor
AMCR
$19.9B
$136M 0.01%
14,807,749
+8,546,367
BWXT icon
887
BWX Technologies
BWXT
$16.3B
$136M 0.01%
944,014
+120,897
DOC icon
888
Healthpeak Properties
DOC
$12.7B
$135M 0.01%
7,730,712
+628,794
KRG icon
889
Kite Realty
KRG
$4.99B
$135M 0.01%
5,956,664
+773,023
CLX icon
890
Clorox
CLX
$13.1B
$134M 0.01%
1,117,154
+22,438
COO icon
891
Cooper Companies
COO
$15.5B
$134M 0.01%
1,884,530
-588,660
CFR icon
892
Cullen/Frost Bankers
CFR
$7.97B
$134M 0.01%
1,041,593
-86,444
BIIB icon
893
Biogen
BIIB
$26.7B
$134M 0.01%
1,063,391
+333,535
AFRM icon
894
Affirm
AFRM
$22.7B
$133M 0.01%
1,930,732
+666,040
BHP icon
895
BHP
BHP
$139B
$133M 0.01%
2,768,105
-1,717,128
SPSM icon
896
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$133M 0.01%
3,115,831
-1,194,786
PATH icon
897
UiPath
PATH
$7.22B
$133M 0.01%
10,357,633
-16,363,422
SPYD icon
898
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
$133M 0.01%
3,122,557
+8,109
STM icon
899
STMicroelectronics
STM
$20.1B
$132M 0.01%
4,348,569
+1,326,020
IHDG icon
900
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.28B
$132M 0.01%
2,926,911
-647,407