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
TOTL icon
1126
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.02B
$85.9M 0.01%
2,142,734
+35,158
EPAM icon
1127
EPAM Systems
EPAM
$10.2B
$85.8M 0.01%
485,469
+176,772
CAG icon
1128
Conagra Brands
CAG
$8.52B
$85.6M 0.01%
4,183,480
-145,648
VIOO icon
1129
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.06B
$85.5M 0.01%
844,701
+3,560
MGM icon
1130
MGM Resorts International
MGM
$9.51B
$85.4M 0.01%
2,483,643
-95,347
WAY
1131
Waystar Holding Corp
WAY
$7.09B
$85.3M 0.01%
2,087,680
+201,262
SUI icon
1132
Sun Communities
SUI
$15.9B
$85.2M 0.01%
673,495
-30,363
AWI icon
1133
Armstrong World Industries
AWI
$8.23B
$85.1M 0.01%
524,005
-153,322
IYC icon
1134
iShares US Consumer Discretionary ETF
IYC
$1.54B
$85.1M 0.01%
853,831
+71,115
EDV icon
1135
Vanguard World Funds Extended Duration ETF
EDV
$4.11B
$85M 0.01%
1,263,638
+136,110
JQUA icon
1136
JPMorgan US Quality Factor ETF
JQUA
$7.4B
$84.9M 0.01%
1,414,122
+26,904
GNRC icon
1137
Generac Holdings
GNRC
$8.73B
$84.8M 0.01%
591,789
+160,305
XP icon
1138
XP
XP
$9.9B
$84.3M 0.01%
4,172,651
+1,565,759
XPO icon
1139
XPO
XPO
$16.6B
$84M 0.01%
665,103
-376,900
MDGL icon
1140
Madrigal Pharmaceuticals
MDGL
$13.7B
$83.9M 0.01%
277,221
+31,260
BMI icon
1141
Badger Meter
BMI
$5.21B
$83.8M 0.01%
342,099
+177,781
PAA icon
1142
Plains All American Pipeline
PAA
$12.2B
$83.8M 0.01%
4,573,711
+1,189,260
SNV icon
1143
Synovus
SNV
$6.71B
$83.7M 0.01%
1,616,522
-341,594
IBTG icon
1144
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.14B
$83.5M 0.01%
3,643,624
+398,379
LYFT icon
1145
Lyft
LYFT
$8.05B
$83.4M 0.01%
5,292,356
+1,324,357
PZZA icon
1146
Papa John's
PZZA
$1.37B
$83.2M 0.01%
1,700,062
+161,906
DLO icon
1147
dLocal
DLO
$3.85B
$83.2M 0.01%
7,335,958
+7,111,896
BPMC
1148
DELISTED
Blueprint Medicines
BPMC
$83M 0.01%
647,487
-69,419
DTM icon
1149
DT Midstream
DTM
$12.1B
$82.9M 0.01%
754,518
+222,047
VCTR icon
1150
Victory Capital Holdings
VCTR
$4.1B
$82.9M 0.01%
1,302,047
-222,761