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
HESM icon
2576
Hess Midstream
HESM
$4.29B
$12.3M ﹤0.01%
320,115
+102,820
EQX icon
2577
Equinox Gold
EQX
$10.6B
$12.3M ﹤0.01%
2,141,333
+953,145
DWAS icon
2578
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$744M
$12.3M ﹤0.01%
144,875
-1,751
CPRI icon
2579
Capri Holdings
CPRI
$3.05B
$12.3M ﹤0.01%
693,849
+385,785
ETNB
2580
DELISTED
89bio
ETNB
$12.3M ﹤0.01%
1,249,954
+468,002
UE icon
2581
Urban Edge Properties
UE
$2.42B
$12.3M ﹤0.01%
657,241
+208,815
FINX icon
2582
Global X FinTech ETF
FINX
$260M
$12.2M ﹤0.01%
357,676
-48,937
BMBL icon
2583
Bumble
BMBL
$398M
$12.2M ﹤0.01%
1,856,221
+87,299
CRC icon
2584
California Resources
CRC
$3.93B
$12.2M ﹤0.01%
267,766
+29,363
NCNO icon
2585
nCino
NCNO
$2.85B
$12.2M ﹤0.01%
437,107
-560,376
SDGR icon
2586
Schrodinger
SDGR
$1.28B
$12.2M ﹤0.01%
606,916
+492,032
PNQI icon
2587
Invesco NASDAQ Internet ETF
PNQI
$769M
$12.2M ﹤0.01%
233,883
-156,057
XNTK icon
2588
State Street SPDR NYSE Technology ETF
XNTK
$1.45B
$12.2M ﹤0.01%
51,449
+835
VOTE icon
2589
TCW Transform 500 ETF
VOTE
$936M
$12.2M ﹤0.01%
167,212
-13,474
FULT icon
2590
Fulton Financial
FULT
$3.3B
$12.1M ﹤0.01%
672,466
-106,289
GUNR icon
2591
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.5B
$12.1M ﹤0.01%
302,320
-20,740
TAFI icon
2592
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.03B
$12.1M ﹤0.01%
482,737
+257,287
AMKR icon
2593
Amkor Technology
AMKR
$8.63B
$12.1M ﹤0.01%
577,414
+24,917
HYLS icon
2594
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$12.1M ﹤0.01%
289,631
-110,299
ANIP icon
2595
ANI Pharmaceuticals
ANIP
$1.89B
$12.1M ﹤0.01%
185,465
+44,916
CXT icon
2596
Crane NXT
CXT
$3.23B
$12.1M ﹤0.01%
224,432
+78,476
PIPR icon
2597
Piper Sandler
PIPR
$5.57B
$12.1M ﹤0.01%
43,494
+7,843
QEFA icon
2598
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$945M
$12.1M ﹤0.01%
141,253
-288
SMMT icon
2599
Summit Therapeutics
SMMT
$13.3B
$12M ﹤0.01%
566,147
+196,925
EOI
2600
Eaton Vance Enhanced Equity Income Fund
EOI
$808M
$12M ﹤0.01%
575,065
-13,493