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
SBSW icon
2676
Sibanye-Stillwater
SBSW
$8.42B
$12M ﹤0.01%
1,063,537
+69,930
MAN icon
2677
ManpowerGroup
MAN
$1.31B
$11.9M ﹤0.01%
314,995
+2,434
PTON icon
2678
Peloton Interactive
PTON
$2.82B
$11.9M ﹤0.01%
1,324,570
-1,003,923
SOCL icon
2679
Global X Social Media ETF
SOCL
$139M
$11.9M ﹤0.01%
196,198
+115
HNGE
2680
Hinge Health
HNGE
$3.7B
$11.9M ﹤0.01%
242,746
+17,051
DWAS icon
2681
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$736M
$11.9M ﹤0.01%
129,263
-15,612
HEEM icon
2682
iShares Currency Hedged MSCI Emerging Markets
HEEM
$187M
$11.9M ﹤0.01%
353,992
-21,452
MODG icon
2683
Topgolf Callaway Brands
MODG
$2.05B
$11.9M ﹤0.01%
1,253,296
+348,122
ERIC icon
2684
Ericsson
ERIC
$31.7B
$11.9M ﹤0.01%
1,438,622
-1,678,659
ADEA icon
2685
Adeia
ADEA
$1.33B
$11.9M ﹤0.01%
707,763
+192,956
REM icon
2686
iShares Mortgage Real Estate ETF
REM
$628M
$11.9M ﹤0.01%
540,992
+16,997
BHVN icon
2687
Biohaven
BHVN
$1.25B
$11.8M ﹤0.01%
788,331
+367,830
EBC icon
2688
Eastern Bankshares
EBC
$4.12B
$11.8M ﹤0.01%
651,698
+194,622
NEO icon
2689
NeoGenomics
NEO
$1.5B
$11.8M ﹤0.01%
1,528,176
+29,186
LEGN icon
2690
Legend Biotech
LEGN
$5.01B
$11.8M ﹤0.01%
361,559
+105,573
QEFA icon
2691
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$937M
$11.8M ﹤0.01%
134,083
-7,170
PHR icon
2692
Phreesia
PHR
$1.22B
$11.8M ﹤0.01%
501,087
-38,281
AMSC icon
2693
American Superconductor
AMSC
$1.41B
$11.8M ﹤0.01%
198,030
+28,889
HERO icon
2694
Global X Video Games & Esports ETF
HERO
$141M
$11.7M ﹤0.01%
346,302
-17,185
EFAX icon
2695
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$425M
$11.7M ﹤0.01%
237,294
+19,841
OS
2696
OneStream Inc
OS
$3.92B
$11.7M ﹤0.01%
633,054
-89,287
CENX icon
2697
Century Aluminum
CENX
$2.6B
$11.7M ﹤0.01%
397,231
-605,166
EFT
2698
Eaton Vance Floating-Rate Income Trust
EFT
$301M
$11.7M ﹤0.01%
990,243
-59,866
LXP icon
2699
LXP Industrial Trust
LXP
$2.86B
$11.6M ﹤0.01%
260,039
-115,665
RSPH icon
2700
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$769M
$11.6M ﹤0.01%
396,004
-5,685