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
MDGL icon
1026
Madrigal Pharmaceuticals
MDGL
$13.4B
$112M 0.01%
244,292
-32,929
MGM icon
1027
MGM Resorts International
MGM
$9.34B
$112M 0.01%
3,227,409
+743,766
CART icon
1028
Maplebear
CART
$11.1B
$112M 0.01%
3,036,736
+1,399,392
NLR icon
1029
VanEck Uranium + Nuclear Energy ETF
NLR
$3.49B
$111M 0.01%
820,187
+188,704
CCK icon
1030
Crown Holdings
CCK
$11.2B
$111M 0.01%
1,148,477
+284,081
PFFD icon
1031
Global X US Preferred ETF
PFFD
$2.25B
$111M 0.01%
5,706,946
+41,798
HIMU
1032
iShares High Yield Muni Active ETF
HIMU
$2.31B
$111M 0.01%
2,253,585
+341,513
XCEM icon
1033
Columbia EM Core ex-China ETF
XCEM
$1.24B
$111M 0.01%
3,049,335
+232,060
EHC icon
1034
Encompass Health
EHC
$11.7B
$110M 0.01%
868,451
+137,734
GLPI icon
1035
Gaming and Leisure Properties
GLPI
$12.3B
$110M 0.01%
2,364,746
+1,507,006
FIX icon
1036
Comfort Systems
FIX
$33.8B
$110M 0.01%
133,121
-47,993
IDU icon
1037
iShares US Utilities ETF
IDU
$1.76B
$110M 0.01%
989,938
+51,642
ES icon
1038
Eversource Energy
ES
$24.7B
$110M 0.01%
1,542,136
-229,009
PSKY
1039
Paramount Skydance Corp
PSKY
$17.3B
$109M 0.01%
+5,782,029
EPI icon
1040
WisdomTree India Earnings Fund ETF
EPI
$2.83B
$109M 0.01%
2,474,755
-215,217
PKW icon
1041
Invesco BuyBack Achievers ETF
PKW
$1.5B
$109M 0.01%
824,794
+43,912
MTSI icon
1042
MACOM Technology Solutions
MTSI
$12.4B
$109M 0.01%
875,021
+601,001
EWL icon
1043
iShares MSCI Switzerland ETF
EWL
$1.44B
$109M 0.01%
1,968,707
-106,950
CGGO icon
1044
Capital Group Global Growth Equity ETF
CGGO
$7.7B
$108M 0.01%
3,166,163
+880,874
XRT icon
1045
State Street SPDR S&P Retail ETF
XRT
$333M
$108M 0.01%
1,254,593
+302,469
ELS icon
1046
Equity Lifestyle Properties
ELS
$12.2B
$108M 0.01%
1,779,746
-447,614
SPGP icon
1047
Invesco S&P 500 GARP ETF
SPGP
$2.46B
$108M 0.01%
950,058
-76,420
FCNCA icon
1048
First Citizens BancShares
FCNCA
$23.4B
$108M 0.01%
60,293
-4,808
PBR icon
1049
Petrobras
PBR
$81.3B
$108M 0.01%
8,518,683
+3,308,877
EDU icon
1050
New Oriental
EDU
$8.06B
$108M 0.01%
2,031,901
-135,267