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
LKFN icon
2626
Lakeland Financial Corp
LKFN
$1.5B
$11.7M ﹤0.01%
190,134
+52,558
HNGE
2627
Hinge Health
HNGE
$3.94B
$11.7M ﹤0.01%
+225,695
BBT
2628
Beacon Financial Corp
BBT
$2.15B
$11.7M ﹤0.01%
466,181
+94,266
VNM icon
2629
VanEck Vietnam ETF
VNM
$579M
$11.6M ﹤0.01%
847,081
-5,451
SATS icon
2630
EchoStar
SATS
$20.4B
$11.6M ﹤0.01%
419,086
-86,458
BSL
2631
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$177M
$11.6M ﹤0.01%
811,554
+14,283
LC icon
2632
LendingClub
LC
$2.03B
$11.6M ﹤0.01%
961,530
+233,665
INTF icon
2633
iShares International Equity Factor ETF
INTF
$2.77B
$11.5M ﹤0.01%
337,171
+5,528
PHIN icon
2634
Phinia Inc
PHIN
$2.08B
$11.5M ﹤0.01%
259,308
+136,214
CRCL
2635
Circle Internet Group
CRCL
$17.1B
$11.5M ﹤0.01%
+63,544
BUG icon
2636
Global X Cybersecurity ETF
BUG
$985M
$11.5M ﹤0.01%
310,249
-38,174
DVAX icon
2637
Dynavax Technologies
DVAX
$1.34B
$11.5M ﹤0.01%
1,159,981
+281,104
EVER icon
2638
EverQuote
EVER
$945M
$11.5M ﹤0.01%
475,166
+130,859
BWX icon
2639
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.33B
$11.5M ﹤0.01%
488,691
+173,119
BXMX icon
2640
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$11.4M ﹤0.01%
823,947
+23,548
BUI icon
2641
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$598M
$11.4M ﹤0.01%
444,025
+291
SCMB icon
2642
Schwab Municipal Bond ETF
SCMB
$2.55B
$11.4M ﹤0.01%
453,989
-5,248
CVCO icon
2643
Cavco Industries
CVCO
$4.75B
$11.4M ﹤0.01%
26,264
+8,385
PEJ icon
2644
Invesco Leisure and Entertainment ETF
PEJ
$270M
$11.4M ﹤0.01%
200,410
-79,141
CNNE icon
2645
Cannae Holdings
CNNE
$831M
$11.4M ﹤0.01%
546,862
+38,960
BIP icon
2646
Brookfield Infrastructure Partners
BIP
$16.7B
$11.4M ﹤0.01%
340,147
+14,734
OTEX icon
2647
Open Text
OTEX
$8.51B
$11.4M ﹤0.01%
390,167
-510,558
SAIL
2648
SailPoint Inc
SAIL
$10.2B
$11.4M ﹤0.01%
497,917
+110,667
ARCB icon
2649
ArcBest
ARCB
$1.44B
$11.4M ﹤0.01%
147,554
+24,328
ILF icon
2650
iShares Latin America 40 ETF
ILF
$2.31B
$11.3M ﹤0.01%
432,819
-247,777