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
ROKU icon
926
Roku
ROKU
$14.1B
$126M 0.01%
1,430,032
+160,505
VUSB icon
927
Vanguard Ultra-Short Bond ETF
VUSB
$6.06B
$126M 0.01%
2,518,007
+1,075,161
AEIS icon
928
Advanced Energy
AEIS
$7.92B
$125M 0.01%
946,649
+20,573
BURL icon
929
Burlington
BURL
$16.4B
$125M 0.01%
536,835
-13,440
CNP icon
930
CenterPoint Energy
CNP
$26.1B
$125M 0.01%
3,397,390
+597,597
FUTU icon
931
Futu Holdings
FUTU
$23.6B
$124M 0.01%
1,006,656
+257,389
TDIV icon
932
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
$124M 0.01%
1,375,096
-17,290
IVOO icon
933
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.91B
$124M 0.01%
1,180,379
-193,170
OMFL icon
934
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.87B
$124M 0.01%
2,143,686
+573,361
OSK icon
935
Oshkosh
OSK
$8.04B
$124M 0.01%
1,090,142
+25,125
RPV icon
936
Invesco S&P 500 Pure Value ETF
RPV
$1.42B
$124M 0.01%
1,317,595
-12,411
INSM icon
937
Insmed
INSM
$43.6B
$123M 0.01%
1,226,737
-126,262
SON icon
938
Sonoco
SON
$4.12B
$122M 0.01%
2,804,621
+162,262
DAR icon
939
Darling Ingredients
DAR
$5.79B
$122M 0.01%
3,213,998
+591,370
ICOW icon
940
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.39B
$122M 0.01%
3,574,610
+563,791
CBT icon
941
Cabot Corp
CBT
$3.37B
$122M 0.01%
1,620,440
+31,947
IHI icon
942
iShares US Medical Devices ETF
IHI
$4.33B
$121M 0.01%
1,934,996
+310,962
DOX icon
943
Amdocs
DOX
$8.29B
$121M 0.01%
1,324,023
+76,696
TRU icon
944
TransUnion
TRU
$16.5B
$120M 0.01%
1,368,979
+91,360
MUNI icon
945
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.37B
$120M 0.01%
2,337,055
+185,579
OMC icon
946
Omnicom Group
OMC
$13.8B
$120M 0.01%
1,666,438
+377,529
BWA icon
947
BorgWarner
BWA
$9.19B
$120M 0.01%
3,574,247
-425,163
PEY icon
948
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$119M 0.01%
5,851,586
-333,304
KMX icon
949
CarMax
KMX
$5.61B
$119M 0.01%
1,771,193
-68,560
WEX icon
950
WEX
WEX
$5.1B
$119M 0.01%
809,658
+70,003