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
WRD
2576
WeRide Inc
WRD
$2.71B
$13.5M ﹤0.01%
1,363,611
+768,827
ZAP
2577
Global X U.S. Electrification ETF
ZAP
$236M
$13.5M ﹤0.01%
457,038
+455,790
PNQI icon
2578
Invesco NASDAQ Internet ETF
PNQI
$768M
$13.5M ﹤0.01%
241,299
+7,416
KALU icon
2579
Kaiser Aluminum
KALU
$1.51B
$13.5M ﹤0.01%
174,557
+17,358
NAMS icon
2580
NewAmsterdam Pharma
NAMS
$4.59B
$13.4M ﹤0.01%
472,100
-11,904
IAK icon
2581
iShares US Insurance ETF
IAK
$605M
$13.4M ﹤0.01%
100,112
-23,004
CNTA
2582
Centessa Pharmaceuticals
CNTA
$4.34B
$13.4M ﹤0.01%
553,007
+417,209
CIGI icon
2583
Colliers International
CIGI
$7.13B
$13.4M ﹤0.01%
85,686
+47,197
CARG icon
2584
CarGurus
CARG
$3.36B
$13.4M ﹤0.01%
359,208
-105,408
ULCC icon
2585
Frontier Group Holdings
ULCC
$883M
$13.4M ﹤0.01%
3,027,309
+852,798
FWRG icon
2586
First Watch Restaurant Group
FWRG
$1.09B
$13.4M ﹤0.01%
853,658
+363,536
JBLU icon
2587
JetBlue
JBLU
$1.53B
$13.3M ﹤0.01%
2,712,410
+1,082,481
RNP icon
2588
Cohen & Steers REIT and Preferred and Income Fund
RNP
$971M
$13.3M ﹤0.01%
592,485
+12,408
DBEU icon
2589
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$628M
$13.3M ﹤0.01%
289,060
+3,751
TAN icon
2590
Invesco Solar ETF
TAN
$931M
$13.3M ﹤0.01%
303,920
-12,490
EGHT icon
2591
8x8 Inc
EGHT
$262M
$13.2M ﹤0.01%
6,234,230
+1,506,586
LIT icon
2592
Global X Lithium & Battery Tech ETF
LIT
$1.36B
$13.2M ﹤0.01%
232,436
-17,861
FWRD icon
2593
Forward Air
FWRD
$657M
$13.2M ﹤0.01%
514,871
-96,445
EMHY icon
2594
iShares JPMorgan EM High Yield Bond ETF
EMHY
$524M
$13.2M ﹤0.01%
332,266
+88,375
VOTE icon
2595
TCW Transform 500 ETF
VOTE
$929M
$13.2M ﹤0.01%
167,861
+649
MMU
2596
Western Asset Managed Municipals Fund
MMU
$559M
$13.2M ﹤0.01%
1,273,738
+252,147
FINX icon
2597
Global X FinTech ETF
FINX
$257M
$13.2M ﹤0.01%
392,907
+35,231
AVA icon
2598
Avista
AVA
$3.34B
$13.2M ﹤0.01%
348,289
-80,239
TFPM icon
2599
Triple Flag Precious Metals
TFPM
$6.51B
$13.2M ﹤0.01%
449,460
+251,622
RING icon
2600
iShares MSCI Global Gold Miners ETF
RING
$2.59B
$13.1M ﹤0.01%
203,148
+26,039