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
RITM icon
1076
Rithm Capital
RITM
$6.31B
$102M 0.01%
8,957,466
-57,214
BSCQ icon
1077
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$102M 0.01%
5,212,323
+198,156
TOL icon
1078
Toll Brothers
TOL
$13.3B
$102M 0.01%
737,236
+32,579
IOO icon
1079
iShares Global 100 ETF
IOO
$7.85B
$101M 0.01%
844,798
+11,549
AVLV icon
1080
Avantis US Large Cap Value ETF
AVLV
$8.63B
$101M 0.01%
1,402,657
+1,113
JPIE icon
1081
JPMorgan Income ETF
JPIE
$6.26B
$101M 0.01%
2,180,809
+16,159
DLN icon
1082
WisdomTree US LargeCap Dividend Fund
DLN
$5.49B
$101M 0.01%
1,159,861
+111,917
BAR icon
1083
GraniteShares Gold Shares
BAR
$1.39B
$101M 0.01%
2,645,855
-553,422
VIK icon
1084
Viking Holdings
VIK
$30.1B
$101M 0.01%
1,618,416
+214,138
TTEK icon
1085
Tetra Tech
TTEK
$8.9B
$101M 0.01%
3,012,051
+42,406
BZ icon
1086
Kanzhun
BZ
$10.1B
$101M 0.01%
4,303,156
-133,413
IONQ icon
1087
IonQ
IONQ
$16.7B
$100M 0.01%
1,633,181
-62,474
EQR icon
1088
Equity Residential
EQR
$23.2B
$100M 0.01%
1,546,621
+165,362
SLF icon
1089
Sun Life Financial
SLF
$33.3B
$99.4M 0.01%
1,655,746
+186,108
ALSN icon
1090
Allison Transmission
ALSN
$7.31B
$99M 0.01%
1,166,223
+321,001
OIH icon
1091
VanEck Oil Services ETF
OIH
$1.15B
$98.9M 0.01%
380,566
-175,566
TAC icon
1092
TransAlta
TAC
$4.15B
$98.9M 0.01%
7,233,133
-344,531
NBIX icon
1093
Neurocrine Biosciences
NBIX
$14.3B
$98.9M 0.01%
704,254
+51,243
SWK icon
1094
Stanley Black & Decker
SWK
$11B
$98.8M 0.01%
1,329,180
-60,587
GWRE icon
1095
Guidewire Software
GWRE
$18.2B
$98.8M 0.01%
429,619
-6,534
AGGY icon
1096
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$829M
$98.4M 0.01%
2,223,071
+41,426
CNM icon
1097
Core & Main
CNM
$8.97B
$98.4M 0.01%
1,827,340
-428,191
BROS icon
1098
Dutch Bros
BROS
$7.29B
$97.7M 0.01%
1,867,532
+285,945
EXEL icon
1099
Exelixis
EXEL
$11.6B
$97.6M 0.01%
2,363,326
-275,340
MCHI icon
1100
iShares MSCI China ETF
MCHI
$7.97B
$97.4M 0.01%
1,479,714
+1,324,910