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
DAY icon
1276
Dayforce
DAY
$11.1B
$73.2M 0.01%
1,063,129
+548,607
KB icon
1277
KB Financial Group
KB
$30.4B
$73.1M 0.01%
882,277
+36,710
ESGV icon
1278
Vanguard ESG US Stock ETF
ESGV
$11.7B
$72.9M ﹤0.01%
615,911
+47,836
CRSP icon
1279
CRISPR Therapeutics
CRSP
$5.11B
$72.9M ﹤0.01%
1,124,119
-324,296
JBHT icon
1280
JB Hunt Transport Services
JBHT
$16.4B
$72.7M ﹤0.01%
541,548
+25,907
SHO icon
1281
Sunstone Hotel Investors
SHO
$1.77B
$72.7M ﹤0.01%
7,753,798
+513,641
SIVR icon
1282
abrdn Physical Silver Shares ETF
SIVR
$3.67B
$72.4M ﹤0.01%
1,627,112
+578,217
AS icon
1283
Amer Sports
AS
$20.3B
$72.3M ﹤0.01%
2,081,521
+535,202
SCHP icon
1284
Schwab US TIPS ETF
SCHP
$14.7B
$72.2M ﹤0.01%
2,679,487
+112,957
SPTM icon
1285
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$72.2M ﹤0.01%
895,149
+38,765
JNK icon
1286
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.64B
$72.1M ﹤0.01%
736,252
-45,146
XP icon
1287
XP
XP
$9.42B
$71.9M ﹤0.01%
3,827,966
-344,685
EVTR icon
1288
Eaton Vance Total Return Bond ETF
EVTR
$3.87B
$71.9M ﹤0.01%
1,396,549
+643,175
HGER icon
1289
Harbor Commodity All-Weather Strategy ETF
HGER
$1.34B
$71.8M ﹤0.01%
2,784,190
+1,883,027
BSCS icon
1290
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3B
$71.8M ﹤0.01%
3,488,563
+120,625
BBIO icon
1291
BridgeBio Pharma
BBIO
$13.6B
$71.7M ﹤0.01%
1,380,868
+279,359
ROL icon
1292
Rollins
ROL
$29.5B
$71.7M ﹤0.01%
1,219,800
+232,370
KNSL icon
1293
Kinsale Capital Group
KNSL
$8.99B
$71.6M ﹤0.01%
168,306
+8,100
EGP icon
1294
EastGroup Properties
EGP
$9.65B
$71.3M ﹤0.01%
421,367
-33,701
JHMM icon
1295
John Hancock Multifactor Mid Cap ETF
JHMM
$4.5B
$71.3M ﹤0.01%
1,101,996
+163,445
GPK icon
1296
Graphic Packaging
GPK
$4.75B
$71.2M ﹤0.01%
3,637,081
+563,508
AIN icon
1297
Albany International
AIN
$1.36B
$71.1M ﹤0.01%
1,333,703
-123,906
VTWG icon
1298
Vanguard Russell 2000 Growth ETF
VTWG
$1.11B
$71M ﹤0.01%
303,703
+15,449
DFAT icon
1299
Dimensional US Targeted Value ETF
DFAT
$11.9B
$70.9M ﹤0.01%
1,218,358
+19,885
USTB icon
1300
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.68B
$70.9M ﹤0.01%
1,390,580
+88,108