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
XPEV icon
1226
XPeng
XPEV
$20.1B
$73.2M 0.01%
4,096,004
-612,200
FNDE icon
1227
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.07B
$73.2M 0.01%
2,217,604
+198,213
IAG icon
1228
IAMGOLD
IAG
$8.81B
$73.2M 0.01%
9,957,941
+765,728
NVT icon
1229
nVent Electric
NVT
$17.2B
$73.1M 0.01%
998,452
+482,083
IAUM icon
1230
iShares Gold Trust Micro
IAUM
$5.56B
$73.1M 0.01%
2,215,599
+275,897
DFUS icon
1231
Dimensional US Equity ETF
DFUS
$17.9B
$73.1M 0.01%
1,090,394
+145,257
CGGO icon
1232
Capital Group Global Growth Equity ETF
CGGO
$7.79B
$73.1M 0.01%
2,285,289
+375,569
DES icon
1233
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
$73M 0.01%
2,299,893
+404,368
IONQ icon
1234
IonQ
IONQ
$16.6B
$72.9M 0.01%
1,695,655
+634,543
BEPC icon
1235
Brookfield Renewable
BEPC
$7.39B
$72.8M 0.01%
2,220,274
+251,365
BTDR icon
1236
Bitdeer Technologies
BTDR
$2.94B
$72.8M 0.01%
6,337,339
+2,553,093
HSIC icon
1237
Henry Schein
HSIC
$8.86B
$72.7M 0.01%
995,375
+668,182
COMT icon
1238
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$584M
$72.6M 0.01%
2,810,380
-200,633
FNDX icon
1239
Schwab Fundamental US Large Company Index ETF
FNDX
$21.6B
$72.5M 0.01%
2,954,362
-60,701
MOH icon
1240
Molina Healthcare
MOH
$7.62B
$72.4M 0.01%
243,037
-23,789
TRUP icon
1241
Trupanion
TRUP
$1.52B
$72.3M 0.01%
1,306,982
-322,289
XSOE icon
1242
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.91B
$72.3M 0.01%
2,097,871
+26,716
AL icon
1243
Air Lease Corp
AL
$7.14B
$72.3M 0.01%
1,235,262
+48,413
ALAB icon
1244
Astera Labs
ALAB
$26B
$72.2M 0.01%
798,830
+205,955
PDBC icon
1245
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.46B
$72.2M 0.01%
5,537,654
-382,102
KWEB icon
1246
KraneShares CSI China Internet ETF
KWEB
$9.01B
$72.1M 0.01%
2,100,419
-831,943
GTLB icon
1247
GitLab
GTLB
$6.77B
$72.1M 0.01%
1,598,382
+567,464
ATR icon
1248
AptarGroup
ATR
$8.12B
$72M 0.01%
460,322
+15,763
TCHP icon
1249
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.64B
$71.9M 0.01%
1,585,204
-96,133
TEM
1250
Tempus AI
TEM
$13.7B
$71.9M 0.01%
1,131,249
+15,291