Bank of America Portfolio holdings
AUM
$1.37T
1-Year Est. Return
25.25%
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 Fund
S&P 500
1 Year Est. Return
+25.25%
AUM
$1.37T
AUM Growth
-$6.74B
(-0.49%)
Holding
7,410
Top Buys
| 1 | +$3.37B | |
| 2 | +$3.16B | |
| 3 | +$2.91B | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.81B |
| 5 |
JPMorgan Chase
JPM
|
+$2.71B |
Top Sells
| 1 | +$2.3B | |
| 2 | +$2.15B | |
| 3 | +$1.41B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.39B |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$1.34B |
Sector Composition
| 1 | Technology | 14.93% |
| 2 | Financials | 8.05% |
| 3 | Industrials | 6.16% |
| 4 | Healthcare | 5.86% |
| 5 | Consumer Discretionary | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SUNC
1126
SunocoCorp LLC
SUNC
$3.55B
| $98.7M | 0.01% |
1,600,757
-1,978,525
|
|
||
1127
Bunge Global
BG
$23.3B
| $98.7M | 0.01% |
775,613
-7,817
|
|
||
1128
Stantec
STN
$8.78B
| $98.6M | 0.01% |
1,140,686
+127,229
|
|
||
|
AMRZ
1129
Amrize Ltd
AMRZ
$28.5B
| $98.5M | 0.01% |
1,758,269
-637,840
|
|
||
1130
CG Oncology
CGON
$5.46B
| $98.1M | 0.01% |
1,449,364
+259,311
|
|
||
1131
Viatris
VTRS
$18.9B
| $98.1M | 0.01% |
7,259,555
-1,229,657
|
|
||
1132
XP
XP
$8.9B
| $98M | 0.01% |
5,147,245
+1,289,393
|
|
||
1133
Silgan Holdings
SLGN
$4.02B
| $97.8M | 0.01% |
2,521,001
-294,733
|
|
||
1134
Global X US Preferred ETF
PFFD
$2.15B
| $97.6M | 0.01% |
5,305,892
-706,135
|
|
||
1135
VanEck BDC Income ETF
BIZD
$1.54B
| $97.6M | 0.01% |
7,624,033
+1,794,136
|
|
||
1136
Kinsale Capital Group
KNSL
$7.2B
| $97.6M | 0.01% |
285,535
+134,468
|
|
||
1137
United Airlines
UAL
$34.4B
| $97.6M | 0.01% |
1,059,554
-412,627
|
|
||
1138
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.06B
| $97.4M | 0.01% |
4,546,989
-351,671
|
|
||
1139
Avantis US Equity ETF
AVUS
$13.1B
| $97.3M | 0.01% |
875,159
+417,664
|
|
||
1140
MP Materials
MP
$11.9B
| $97.2M | 0.01% |
2,013,795
-160,745
|
|
||
1141
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.4B
| $97.1M | 0.01% |
2,064,849
+241,337
|
|
||
1142
Coupang
CPNG
$27.8B
| $97M | 0.01% |
5,140,007
-417,644
|
|
||
1143
Tradeweb Markets
TW
$21.8B
| $97M | 0.01% |
824,696
+238,819
|
|
||
1144
Royce Value Trust
RVT
$2.28B
| $96.9M | 0.01% |
5,836,337
+108,629
|
|
||
1145
State Street SPDR S&P Capital Markets ETF
KCE
$454M
| $96.7M | 0.01% |
702,696
-332
|
|
||
1146
Vodafone
VOD
$34.2B
| $96.4M | 0.01% |
6,420,415
-627,973
|
|
||
1147
JB Hunt Transport Services
JBHT
$25.2B
| $96.3M | 0.01% |
454,610
+10,664
|
|
||
1148
John Hancock Multifactor Small Cap ETF
JHSC
$671M
| $96M | 0.01% |
2,238,444
+98,921
|
|
||
1149
Boot Barn
BOOT
$4.98B
| $95.9M | 0.01% |
655,374
+349,985
|
|
||
1150
Capital Group Core Bond ETF
CGCB
$5.1B
| $95.7M | 0.01% |
3,646,178
+968,033
|
|