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
HMC icon
951
Honda
HMC
$38.9B
$129M 0.01%
4,200,280
+1,083,245
BIO icon
952
Bio-Rad Laboratories Class A
BIO
$8.96B
$129M 0.01%
459,887
+7,754
DKNG icon
953
DraftKings
DKNG
$15.8B
$129M 0.01%
3,440,059
-424,798
RPV icon
954
Invesco S&P 500 Pure Value ETF
RPV
$1.4B
$129M 0.01%
1,293,540
-24,055
SF icon
955
Stifel
SF
$12.3B
$128M 0.01%
1,132,314
+33,172
OMFL icon
956
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.82B
$128M 0.01%
2,131,966
-11,720
CBT icon
957
Cabot Corp
CBT
$3.39B
$128M 0.01%
1,683,520
+63,080
JAZZ icon
958
Jazz Pharmaceuticals
JAZZ
$10.9B
$128M 0.01%
967,901
-84,569
SPMD icon
959
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.6B
$127M 0.01%
2,225,528
+354,307
FTS icon
960
Fortis
FTS
$26.2B
$127M 0.01%
2,508,277
+947,079
ROKU icon
961
Roku
ROKU
$14B
$127M 0.01%
1,269,190
-160,842
RKT icon
962
Rocket Companies
RKT
$55.4B
$126M 0.01%
6,509,540
+5,380,964
EL icon
963
Estee Lauder
EL
$33.1B
$126M 0.01%
1,431,262
+12,915
SCZ icon
964
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.2B
$126M 0.01%
1,639,727
-365,743
TWLO icon
965
Twilio
TWLO
$19.5B
$126M 0.01%
1,253,917
+127,582
IRM icon
966
Iron Mountain
IRM
$25.3B
$125M 0.01%
1,227,950
-21,492
CNP icon
967
CenterPoint Energy
CNP
$25.7B
$125M 0.01%
3,226,199
-171,191
EIX icon
968
Edison International
EIX
$22.5B
$125M 0.01%
2,263,109
+275,564
CHKP icon
969
Check Point Software Technologies
CHKP
$20B
$125M 0.01%
604,453
+73,419
RBRK icon
970
Rubrik
RBRK
$13.6B
$125M 0.01%
1,513,796
-559,248
WST icon
971
West Pharmaceutical
WST
$20.2B
$124M 0.01%
474,206
-25,929
QSR icon
972
Restaurant Brands International
QSR
$24.9B
$124M 0.01%
1,935,243
-404,724
FDVV icon
973
Fidelity High Dividend ETF
FDVV
$7.53B
$124M 0.01%
2,226,992
+572,218
IHDG icon
974
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$124M 0.01%
2,683,343
-243,568
IBDV icon
975
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.36B
$123M 0.01%
5,549,328
+867,713