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
RL icon
1151
Ralph Lauren
RL
$22.5B
$82.8M 0.01%
301,850
-48,003
FPEI icon
1152
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.8B
$82.5M 0.01%
4,344,070
-272,266
CBSH icon
1153
Commerce Bancshares
CBSH
$7.12B
$82.3M 0.01%
1,323,603
-90,557
VTRS icon
1154
Viatris
VTRS
$12.3B
$82.1M 0.01%
9,197,211
-256,664
NBIX icon
1155
Neurocrine Biosciences
NBIX
$15.1B
$82.1M 0.01%
653,011
+91,942
CHRW icon
1156
C.H. Robinson
CHRW
$18.8B
$82M 0.01%
854,631
-255,064
CLH icon
1157
Clean Harbors
CLH
$12.1B
$82M 0.01%
354,686
+46,683
SANM icon
1158
Sanmina
SANM
$8.49B
$81.9M 0.01%
837,123
-42,663
FV icon
1159
First Trust Dorsey Wright Focus 5 ETF
FV
$3.6B
$81.9M 0.01%
1,381,317
-161,210
EWG icon
1160
iShares MSCI Germany ETF
EWG
$1.78B
$81.8M 0.01%
1,933,554
+1,739,864
TAC icon
1161
TransAlta
TAC
$4.17B
$81.8M 0.01%
7,577,664
-506,428
EWC icon
1162
iShares MSCI Canada ETF
EWC
$3.51B
$81.8M 0.01%
1,769,516
+328,742
APG icon
1163
APi Group
APG
$16.3B
$81.6M 0.01%
2,396,711
-481,935
GL icon
1164
Globe Life
GL
$10.7B
$81.5M 0.01%
655,842
+50,344
HFXI icon
1165
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.17B
$81.5M 0.01%
2,764,012
+7,886
UPST icon
1166
Upstart Holdings
UPST
$4.09B
$81.2M 0.01%
1,255,044
+56,857
QLTA icon
1167
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$81.1M 0.01%
1,694,899
-22,968
CRDO icon
1168
Credo Technology Group
CRDO
$28.4B
$80.7M 0.01%
871,321
-27,867
JKHY icon
1169
Jack Henry & Associates
JKHY
$12.6B
$80.6M 0.01%
447,392
-71,299
OC icon
1170
Owens Corning
OC
$9.17B
$80.5M 0.01%
585,684
-121,413
TOL icon
1171
Toll Brothers
TOL
$13.5B
$80.4M 0.01%
704,657
-13,645
LMBS icon
1172
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.64B
$80.3M 0.01%
1,630,521
+248,784
ALSN icon
1173
Allison Transmission
ALSN
$7.45B
$80.3M 0.01%
845,222
+14,716
CELH icon
1174
Celsius Holdings
CELH
$10.5B
$80.1M 0.01%
1,726,938
+1,218,961
NSP icon
1175
Insperity
NSP
$1.34B
$80.1M 0.01%
1,331,747
-102,070