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
IGEB icon
1501
iShares Investment Grade Systematic Bond ETF
IGEB
$1.47B
$53.9M ﹤0.01%
1,169,657
+37,650
LLYVK icon
1502
Liberty Live Group Series C
LLYVK
$7.24B
$53.7M ﹤0.01%
554,181
+114,474
IBDX icon
1503
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.36B
$53.7M ﹤0.01%
2,096,594
-155,702
ILCG icon
1504
iShares Morningstar Growth ETF
ILCG
$2.96B
$53.6M ﹤0.01%
514,197
+41,280
AR icon
1505
Antero Resources
AR
$10.5B
$53.6M ﹤0.01%
1,597,044
-320,787
GHYG icon
1506
iShares US & Intl High Yield Corp Bond ETF
GHYG
$193M
$53.5M ﹤0.01%
1,150,095
+231,333
APPF icon
1507
AppFolio
APPF
$8.26B
$53.5M ﹤0.01%
194,125
+53,620
CGXU icon
1508
Capital Group International Focus Equity ETF
CGXU
$4.21B
$53.5M ﹤0.01%
1,806,168
+231,748
KD icon
1509
Kyndryl
KD
$5.74B
$53.4M ﹤0.01%
1,779,779
+12,205
PRIM icon
1510
Primoris Services
PRIM
$6.71B
$53.3M ﹤0.01%
388,131
-178,559
SQM icon
1511
Sociedad Química y Minera de Chile
SQM
$17.6B
$53.3M ﹤0.01%
1,239,588
+578,175
BOOT icon
1512
Boot Barn
BOOT
$5.97B
$53.3M ﹤0.01%
321,458
-62,946
PWV icon
1513
Invesco Large Cap Value ETF
PWV
$1.25B
$53.2M ﹤0.01%
815,643
+41,555
IBTI icon
1514
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.25B
$53.1M ﹤0.01%
2,372,140
+108,557
SCHV icon
1515
Schwab US Large-Cap Value ETF
SCHV
$13.9B
$53.1M ﹤0.01%
1,823,109
-4,040
NDSN icon
1516
Nordson
NDSN
$13.4B
$53M ﹤0.01%
233,683
-3,307
BL icon
1517
BlackLine
BL
$3.44B
$53M ﹤0.01%
998,085
-3,170
CAE icon
1518
CAE Inc
CAE
$8.32B
$53M ﹤0.01%
1,787,845
+446,815
MKSI icon
1519
MKS Inc
MKSI
$10B
$53M ﹤0.01%
427,998
-554,645
CGCB icon
1520
Capital Group Core Bond ETF
CGCB
$3.35B
$53M ﹤0.01%
1,992,684
+789,327
LRGF icon
1521
iShares US Equity Factor ETF
LRGF
$2.96B
$53M ﹤0.01%
766,637
-3,528
ARTY
1522
iShares Future AI & Tech ETF
ARTY
$1.88B
$52.9M ﹤0.01%
1,155,924
+305,380
IBHF icon
1523
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.03B
$52.9M ﹤0.01%
2,260,351
+113,769
ST icon
1524
Sensata Technologies
ST
$4.61B
$52.9M ﹤0.01%
1,730,553
-1,690
SATS icon
1525
EchoStar
SATS
$20.4B
$52.8M ﹤0.01%
691,375
+272,289