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
IBMO icon
1551
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$540M
$51.4M ﹤0.01%
2,002,881
+39,517
IXC icon
1552
iShares Global Energy ETF
IXC
$1.86B
$51.3M ﹤0.01%
1,228,313
-24,918
DECK icon
1553
Deckers Outdoor
DECK
$12.5B
$51.2M ﹤0.01%
505,361
-607,262
SSD icon
1554
Simpson Manufacturing
SSD
$6.89B
$51.2M ﹤0.01%
305,665
+12,288
AVUS icon
1555
Avantis US Equity ETF
AVUS
$10.1B
$51M ﹤0.01%
469,577
+5,714
RSPN icon
1556
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$666M
$51M ﹤0.01%
908,585
+90,512
TRNO icon
1557
Terreno Realty
TRNO
$6.43B
$50.9M ﹤0.01%
896,653
+84,305
UBSI icon
1558
United Bankshares
UBSI
$5.29B
$50.9M ﹤0.01%
1,367,319
+139,646
SLM icon
1559
SLM Corp
SLM
$5.89B
$50.8M ﹤0.01%
1,835,118
-124,267
LECO icon
1560
Lincoln Electric
LECO
$13.1B
$50.7M ﹤0.01%
215,034
+26,849
GTO icon
1561
Invesco Total Return Bond ETF
GTO
$1.91B
$50.7M ﹤0.01%
1,066,288
-3,775
VSAT icon
1562
Viasat
VSAT
$4.47B
$50.6M ﹤0.01%
1,726,675
-705,035
ONEQ icon
1563
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.13B
$50.5M ﹤0.01%
566,235
-2,868
DUHP icon
1564
Dimensional US High Profitability ETF
DUHP
$10B
$50.2M ﹤0.01%
1,327,852
+226,712
NWE icon
1565
NorthWestern Energy
NWE
$4.15B
$50.1M ﹤0.01%
855,585
-366,791
AMBA icon
1566
Ambarella
AMBA
$3.88B
$50.1M ﹤0.01%
607,249
+39,363
GGG icon
1567
Graco
GGG
$13.7B
$50.1M ﹤0.01%
589,737
+11,678
FRPT icon
1568
Freshpet
FRPT
$2.72B
$50.1M ﹤0.01%
908,479
+72,940
EWX icon
1569
SPDR S&P Emerging Markets Small Cap ETF
EWX
$741M
$50.1M ﹤0.01%
743,810
-658
DUSA icon
1570
Davis Select US Equity ETF
DUSA
$895M
$49.9M ﹤0.01%
1,041,927
+416,004
GEN icon
1571
Gen Digital
GEN
$16.5B
$49.8M ﹤0.01%
1,753,446
+130,814
AGCO icon
1572
AGCO
AGCO
$8.29B
$49.7M ﹤0.01%
464,150
-103,466
YMM icon
1573
Full Truck Alliance
YMM
$11.5B
$49.7M ﹤0.01%
3,828,493
-968,885
ITGR icon
1574
Integer Holdings
ITGR
$2.5B
$49.6M ﹤0.01%
479,726
+10,876
GGB icon
1575
Gerdau
GGB
$6.92B
$49.3M ﹤0.01%
15,894,871
+2,910,482