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
AVTR icon
1026
Avantor
AVTR
$8B
$101M 0.01%
7,495,095
+4,119,522
JPIE icon
1027
JPMorgan Income ETF
JPIE
$6.26B
$100M 0.01%
2,164,650
+293,600
TFII icon
1028
TFI International
TFII
$7.14B
$100M 0.01%
1,115,536
+160,402
BOND icon
1029
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.5B
$99.8M 0.01%
1,082,266
+74,769
FTI icon
1030
TechnipFMC
FTI
$18.3B
$98.8M 0.01%
2,868,542
-147,492
BBY icon
1031
Best Buy
BBY
$17B
$98.6M 0.01%
1,469,377
-124,108
ALLE icon
1032
Allegion
ALLE
$14.3B
$98.3M 0.01%
681,968
-52,280
IDU icon
1033
iShares US Utilities ETF
IDU
$1.78B
$98.1M 0.01%
938,296
+439,316
BSCQ icon
1034
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$97.9M 0.01%
5,014,167
-28,752
PPC icon
1035
Pilgrim's Pride
PPC
$8.92B
$97.7M 0.01%
2,171,836
+404,915
SLF icon
1036
Sun Life Financial
SLF
$32.7B
$97.7M 0.01%
1,469,638
+398,969
MKSI icon
1037
MKS Inc
MKSI
$10.2B
$97.6M 0.01%
982,643
+301,223
AD
1038
Array Digital Infrastructure
AD
$4.15B
$97.6M 0.01%
1,525,611
+1,499,346
BKAG icon
1039
BNY Mellon Core Bond ETF
BKAG
$2.06B
$97.5M 0.01%
2,311,788
-179,219
IHAK icon
1040
iShares Cybersecurity and Tech ETF
IHAK
$857M
$97.5M 0.01%
1,831,781
+13,449
SMCI icon
1041
Super Micro Computer
SMCI
$19.6B
$97.3M 0.01%
1,986,229
-1,134,270
FIX icon
1042
Comfort Systems
FIX
$34.2B
$97.1M 0.01%
181,114
+51,059
EXR icon
1043
Extra Space Storage
EXR
$28.3B
$97M 0.01%
658,161
-47,218
FORM icon
1044
FormFactor
FORM
$4.17B
$96.6M 0.01%
2,806,905
+108,487
PKW icon
1045
Invesco BuyBack Achievers ETF
PKW
$1.51B
$96.5M 0.01%
780,882
+16,109
XCEM icon
1046
Columbia EM Core ex-China ETF
XCEM
$1.25B
$96.3M 0.01%
2,817,275
+45,041
CG icon
1047
Carlyle Group
CG
$19.3B
$96.2M 0.01%
1,870,662
+355,942
MTD icon
1048
Mettler-Toledo International
MTD
$30.4B
$96M 0.01%
81,714
+15,769
OHI icon
1049
Omega Healthcare
OHI
$13.5B
$95.8M 0.01%
2,613,679
-684,579
XYLD icon
1050
Global X S&P 500 Covered Call ETF
XYLD
$3.03B
$95.7M 0.01%
2,457,801
-948,359