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.
1 Year Est. Return
+19.29%
AUM
$1.24T
AUM Growth
+$115B
(+10%)
Holding
7,626
Top Buys
| 1 | +$2.03B | |
| 2 | +$1.82B | |
| 3 | +$1.76B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.43B |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.11B |
Top Sells
| 1 | +$2.79B | |
| 2 | +$2.49B | |
| 3 | +$1.46B | |
| 4 |
NVIDIA
NVDA
|
+$1.28B |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1401
Coca-Cola Femsa
KOF
$18.5B
| $57M | ﹤0.01% |
589,519
+274,894
|
|
||
1402
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.36B
| $56.9M | ﹤0.01% |
2,252,296
+19,782
|
|
||
1403
Doximity
DOCS
$9.6B
| $56.9M | ﹤0.01% |
928,127
-184,639
|
|
||
1404
Fox Class B
FOX
$25.8B
| $56.9M | ﹤0.01% |
1,102,612
+51,376
|
|
||
1405
Molson Coors Class B
TAP
$9.21B
| $56.8M | ﹤0.01% |
1,180,788
+146,661
|
|
||
1406
Freshpet
FRPT
$2.75B
| $56.8M | ﹤0.01% |
835,539
-969
|
|
||
1407
Textron
TXT
$14.6B
| $56.7M | ﹤0.01% |
706,645
+147,453
|
|
||
1408
Construction Partners
ROAD
$6.13B
| $56.7M | ﹤0.01% |
533,623
-27,012
|
|
||
1409
Modine Manufacturing
MOD
$8.37B
| $56.7M | ﹤0.01% |
575,679
+119,410
|
|
||
1410
BlackLine
BL
$3.41B
| $56.7M | ﹤0.01% |
1,001,255
-24,684
|
|
||
1411
Full Truck Alliance
YMM
$11.7B
| $56.7M | ﹤0.01% |
4,797,378
+392,901
|
|
||
1412
Zillow
Z
$18B
| $56.6M | ﹤0.01% |
807,507
+1,214
|
|
||
1413
Landstar System
LSTR
$4.49B
| $56.6M | ﹤0.01% |
406,872
+34,871
|
|
||
1414
Littelfuse
LFUS
$6.38B
| $56.6M | ﹤0.01% |
249,439
+29,925
|
|
||
1415
Onto Innovation
ONTO
$6.97B
| $56.4M | ﹤0.01% |
558,702
+204,980
|
|
||
1416
Avis
CAR
$4.71B
| $56.2M | ﹤0.01% |
332,276
+188,870
|
|
||
1417
Crane Co
CR
$10.5B
| $56M | ﹤0.01% |
294,667
-17,531
|
|
||
1418
Pentair
PNR
$17.4B
| $55.9M | ﹤0.01% |
544,841
-233,145
|
|
||
1419
WesBanco
WSBC
$3.11B
| $55.9M | ﹤0.01% |
1,766,662
-49,510
|
|
||
1420
Dimensional International Value ETF
DFIV
$14.8B
| $55.8M | ﹤0.01% |
1,303,722
+328,055
|
|
||
|
JBS
1421
JBS N.V.
JBS
$16.3B
| $55.7M | ﹤0.01% |
+3,815,143
|
|
||
1422
Rollins
ROL
$29.6B
| $55.7M | ﹤0.01% |
987,430
+108,313
|
|
||
1423
Essex Property Trust
ESS
$16.9B
| $55.6M | ﹤0.01% |
196,075
+7,821
|
|
||
1424
Invesco S&P MidCap Quality ETF
XMHQ
$5.16B
| $55.6M | ﹤0.01% |
565,508
-66,479
|
|
||
1425
H&R Block
HRB
$5.27B
| $55.6M | ﹤0.01% |
1,012,087
-205,727
|
|