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
EVRG icon
976
Evergy
EVRG
$17.6B
$123M 0.01%
1,616,496
+261,189
CG icon
977
Carlyle Group
CG
$19B
$123M 0.01%
1,958,592
+87,930
NTRA icon
978
Natera
NTRA
$32.6B
$123M 0.01%
761,305
+161,972
ESTC icon
979
Elastic
ESTC
$7.36B
$123M 0.01%
1,449,967
+394,096
MMIT icon
980
IQ MacKay Municipal Intermediate ETF
MMIT
$1.23B
$122M 0.01%
5,013,103
+469,447
AD
981
Array Digital Infrastructure
AD
$4.08B
$122M 0.01%
2,430,121
+904,510
ETSY icon
982
Etsy
ETSY
$5.33B
$121M 0.01%
1,829,621
+676,228
BALL icon
983
Ball Corp
BALL
$13.2B
$121M 0.01%
2,406,154
+351,060
SON icon
984
Sonoco
SON
$4.1B
$121M 0.01%
2,811,516
+6,895
CAVA icon
985
CAVA Group
CAVA
$5.63B
$121M 0.01%
2,005,295
-320,122
BAX icon
986
Baxter International
BAX
$9.59B
$120M 0.01%
5,253,803
-364,156
MLI icon
987
Mueller Industries
MLI
$12.2B
$120M 0.01%
1,183,143
+449,619
ALLY icon
988
Ally Financial
ALLY
$12.6B
$120M 0.01%
3,049,589
-721,601
CHRW icon
989
C.H. Robinson
CHRW
$18.6B
$120M 0.01%
902,853
+48,222
PEY icon
990
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
$119M 0.01%
5,659,991
-191,595
VONE icon
991
Vanguard Russell 1000 ETF
VONE
$7.06B
$119M 0.01%
393,661
-20,405
TEAM icon
992
Atlassian
TEAM
$39.2B
$119M 0.01%
745,217
-127,458
LYFT icon
993
Lyft
LYFT
$7.84B
$119M 0.01%
5,407,061
+114,705
TRMB icon
994
Trimble
TRMB
$19.2B
$119M 0.01%
1,453,768
+32,295
LOGI icon
995
Logitech
LOGI
$16.5B
$119M 0.01%
1,080,516
+285,173
PHO icon
996
Invesco Water Resources ETF
PHO
$2.16B
$118M 0.01%
1,638,327
+34,972
MEDP icon
997
Medpace
MEDP
$17.2B
$118M 0.01%
229,353
+39,389
LTH icon
998
Life Time Group Holdings
LTH
$6.07B
$118M 0.01%
4,268,011
+2,156,033
ONC
999
BeOne Medicines Ltd
ONC
$37.1B
$118M 0.01%
345,256
+65,763
GNRC icon
1000
Generac Holdings
GNRC
$8.72B
$117M 0.01%
700,270
+108,481
38 39
40
41 42