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
KAR icon
2701
Openlane
KAR
$2.68B
$10.4M ﹤0.01%
427,026
+24,673
EBND icon
2702
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$10.4M ﹤0.01%
487,775
+112,149
FNDB icon
2703
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.03B
$10.4M ﹤0.01%
435,216
+24,702
EOSE icon
2704
Eos Energy Enterprises
EOSE
$4.61B
$10.4M ﹤0.01%
2,025,853
+1,643,471
FRO icon
2705
Frontline
FRO
$5.24B
$10.3M ﹤0.01%
630,661
+24,195
SKWD icon
2706
Skyward Specialty Insurance
SKWD
$1.98B
$10.3M ﹤0.01%
178,701
+43,250
ENR icon
2707
Energizer
ENR
$1.24B
$10.3M ﹤0.01%
511,390
-12,847
EFAX icon
2708
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$430M
$10.3M ﹤0.01%
217,453
+21,564
HTZ icon
2709
Hertz
HTZ
$1.6B
$10.3M ﹤0.01%
1,504,320
-2,323,990
REMX icon
2710
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.53B
$10.3M ﹤0.01%
253,106
+163,753
AOA icon
2711
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.7B
$10.3M ﹤0.01%
123,088
-9,487
SAM icon
2712
Boston Beer
SAM
$2.08B
$10.2M ﹤0.01%
53,620
+31,710
BANF icon
2713
BancFirst
BANF
$3.72B
$10.2M ﹤0.01%
82,712
+3,263
ESQ icon
2714
Esquire Financial Holdings
ESQ
$881M
$10.2M ﹤0.01%
107,743
-59,519
DIHP icon
2715
Dimensional International High Profitability ETF
DIHP
$4.85B
$10.2M ﹤0.01%
345,714
+13,981
SHC icon
2716
Sotera Health
SHC
$4.95B
$10.2M ﹤0.01%
916,156
+262,772
THS icon
2717
Treehouse Foods
THS
$1.2B
$10.2M ﹤0.01%
524,049
+11,709
TNDM icon
2718
Tandem Diabetes Care
TNDM
$1.41B
$10.2M ﹤0.01%
545,504
+78,774
CWH icon
2719
Camping World
CWH
$712M
$10.1M ﹤0.01%
590,112
-1,060,870
CMPR icon
2720
Cimpress
CMPR
$1.7B
$10.1M ﹤0.01%
215,223
+13,568
MMU
2721
Western Asset Managed Municipals Fund
MMU
$565M
$10.1M ﹤0.01%
1,021,591
+390,193
JOE icon
2722
St. Joe Company
JOE
$3.51B
$10.1M ﹤0.01%
211,926
+37,163
ICHR icon
2723
Ichor Holdings
ICHR
$574M
$10.1M ﹤0.01%
514,138
-48,597
CORT icon
2724
Corcept Therapeutics
CORT
$8.39B
$10.1M ﹤0.01%
137,551
-2,419
UPWK icon
2725
Upwork
UPWK
$2.56B
$10.1M ﹤0.01%
750,881
+177,832