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
CVBF icon
2476
CVB Financial
CVBF
$2.73B
$14.1M ﹤0.01%
714,274
+63,833
JPIN icon
2477
JPMorgan Diversified Return International Equity ETF
JPIN
$369M
$14.1M ﹤0.01%
219,536
-13,419
CATY icon
2478
Cathay General Bancorp
CATY
$3.34B
$14.1M ﹤0.01%
309,063
+13,513
CENTA icon
2479
Central Garden & Pet Co Class A
CENTA
$1.93B
$14M ﹤0.01%
449,007
+2,360
RYTM icon
2480
Rhythm Pharmaceuticals
RYTM
$7.17B
$14M ﹤0.01%
222,152
+110,400
SMPL icon
2481
Simply Good Foods
SMPL
$1.97B
$14M ﹤0.01%
443,873
-201,538
BANC icon
2482
Banc of California
BANC
$2.86B
$14M ﹤0.01%
997,544
+240,921
PDX
2483
PIMCO Dynamic Income Strategy Fund
PDX
$961M
$14M ﹤0.01%
568,291
+92,791
USPH icon
2484
US Physical Therapy
USPH
$1.12B
$14M ﹤0.01%
179,006
+7,438
GSHD icon
2485
Goosehead Insurance
GSHD
$1.79B
$14M ﹤0.01%
132,379
-9,437
KOS icon
2486
Kosmos Energy
KOS
$512M
$13.9M ﹤0.01%
8,106,659
-1,644,825
HACK icon
2487
Amplify Cybersecurity ETF
HACK
$2.2B
$13.9M ﹤0.01%
161,188
-112
VKTX icon
2488
Viking Therapeutics
VKTX
$4.1B
$13.9M ﹤0.01%
524,772
+163,062
PVH icon
2489
PVH
PVH
$4.05B
$13.9M ﹤0.01%
202,398
-53,343
DEI icon
2490
Douglas Emmett
DEI
$2.05B
$13.8M ﹤0.01%
920,432
+363,335
NBXG
2491
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.14B
$13.8M ﹤0.01%
946,968
+395,994
TOWN icon
2492
Towne Bank
TOWN
$2.66B
$13.8M ﹤0.01%
404,131
+83,258
PII icon
2493
Polaris
PII
$3.73B
$13.8M ﹤0.01%
339,332
+125,869
LPX icon
2494
Louisiana-Pacific
LPX
$5.68B
$13.8M ﹤0.01%
160,247
-28,037
CSB icon
2495
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$257M
$13.8M ﹤0.01%
248,566
-7,975
CNXC icon
2496
Concentrix
CNXC
$2.21B
$13.8M ﹤0.01%
260,225
-41,801
IGD
2497
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$454M
$13.8M ﹤0.01%
2,370,847
+51,535
IBP icon
2498
Installed Building Products
IBP
$7.31B
$13.7M ﹤0.01%
76,238
+8,385
BNTX icon
2499
BioNTech
BNTX
$24.7B
$13.7M ﹤0.01%
129,024
-164,752
PSCT icon
2500
Invesco S&P SmallCap Information Technology ETF
PSCT
$323M
$13.7M ﹤0.01%
296,993
+710