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
KRG icon
901
Kite Realty
KRG
$4.98B
$142M 0.01%
6,368,129
+411,465
WTFC icon
902
Wintrust Financial
WTFC
$9.14B
$142M 0.01%
1,071,763
+15,044
MAS icon
903
Masco
MAS
$13.2B
$142M 0.01%
2,014,280
+32,024
OSK icon
904
Oshkosh
OSK
$8.08B
$142M 0.01%
1,091,793
+1,651
SFLR icon
905
Innovator Equity Managed Floor ETF
SFLR
$1.26B
$141M 0.01%
3,919,960
+3,883,655
CHD icon
906
Church & Dwight Co
CHD
$20.2B
$140M 0.01%
1,603,332
-232,980
WAB icon
907
Wabtec
WAB
$35.2B
$140M 0.01%
700,781
-1,130
VTR icon
908
Ventas
VTR
$37.3B
$140M 0.01%
2,003,668
+145,293
HXL icon
909
Hexcel
HXL
$5.95B
$140M 0.01%
2,231,437
-52,189
SPYD icon
910
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.27B
$140M 0.01%
3,178,541
+55,984
STLD icon
911
Steel Dynamics
STLD
$24B
$140M 0.01%
1,002,920
-26,027
MINT icon
912
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.4B
$140M 0.01%
1,388,033
-32,457
FTAI icon
913
FTAI Aviation
FTAI
$16.8B
$140M 0.01%
836,423
-483,675
VUSB icon
914
Vanguard Ultra-Short Bond ETF
VUSB
$6.06B
$139M 0.01%
2,785,393
+267,386
FPE icon
915
First Trust Preferred Securities and Income ETF
FPE
$6.25B
$139M 0.01%
7,607,592
+381,048
WEX icon
916
WEX
WEX
$5.13B
$138M 0.01%
879,033
+69,375
IYR icon
917
iShares US Real Estate ETF
IYR
$3.89B
$138M 0.01%
1,425,625
-810,986
BJ icon
918
BJs Wholesale Club
BJ
$11.8B
$138M 0.01%
1,479,918
+182,064
PATH icon
919
UiPath
PATH
$7.23B
$138M 0.01%
10,306,502
-51,131
SGOL icon
920
abrdn Physical Gold Shares ETF
SGOL
$6.94B
$138M 0.01%
3,743,548
+96,381
DTD icon
921
WisdomTree US Total Dividend Fund
DTD
$1.46B
$138M 0.01%
1,638,282
-300,286
EW icon
922
Edwards Lifesciences
EW
$50.4B
$138M 0.01%
1,768,083
-579,042
GIB icon
923
CGI
GIB
$19.5B
$137M 0.01%
1,540,760
+547,381
AVY icon
924
Avery Dennison
AVY
$13.2B
$137M 0.01%
844,478
+50,727
VRSN icon
925
VeriSign
VRSN
$23.7B
$137M 0.01%
489,134
+127,299