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
ILCB icon
2776
iShares Morningstar US Equity ETF
ILCB
$1.17B
$9.4M ﹤0.01%
109,584
+1,498
EFR
2777
Eaton Vance Senior Floating-Rate Fund
EFR
$329M
$9.39M ﹤0.01%
774,558
-66,021
RXO icon
2778
RXO
RXO
$2.14B
$9.31M ﹤0.01%
592,141
+3,802
OEFA
2779
ALPS - O'Shares International Developed Quality Dividend ETF
OEFA
$42.5M
$9.3M ﹤0.01%
284,933
+4,136
PDO
2780
PIMCO Dynamic Income Opportunities Fund
PDO
$1.83B
$9.3M ﹤0.01%
689,558
+45,367
VERA icon
2781
Vera Therapeutics
VERA
$2.13B
$9.29M ﹤0.01%
394,280
+167,264
FLYW icon
2782
Flywire
FLYW
$1.68B
$9.29M ﹤0.01%
793,738
-221,994
BSAC icon
2783
Banco Santander Chile
BSAC
$14.1B
$9.27M ﹤0.01%
367,654
-12,822
ICFI icon
2784
ICF International
ICFI
$1.46B
$9.27M ﹤0.01%
109,429
-42,197
EGHT icon
2785
8x8 Inc
EGHT
$269M
$9.27M ﹤0.01%
4,727,644
+436,909
UTZ icon
2786
Utz Brands
UTZ
$845M
$9.26M ﹤0.01%
737,957
+134,748
SDIV icon
2787
Global X SuperDividend ETF
SDIV
$1.03B
$9.26M ﹤0.01%
410,676
-38,871
NTGR icon
2788
NETGEAR
NTGR
$738M
$9.25M ﹤0.01%
318,152
+33,325
ALE icon
2789
Allete
ALE
$3.93B
$9.24M ﹤0.01%
144,200
-38,506
DRVN icon
2790
Driven Brands
DRVN
$2.41B
$9.23M ﹤0.01%
525,679
-11,299
OMCL icon
2791
Omnicell
OMCL
$1.65B
$9.23M ﹤0.01%
313,891
-19,086
MHD icon
2792
BlackRock MuniHoldings Fund
MHD
$605M
$9.21M ﹤0.01%
822,170
+63,038
AOM icon
2793
iShares Core Moderate Allocation ETF
AOM
$1.64B
$9.21M ﹤0.01%
200,005
+1,087
XSLV icon
2794
Invesco S&P SmallCap Low Volatility ETF
XSLV
$240M
$9.2M ﹤0.01%
202,000
+93,752
GHC icon
2795
Graham Holdings Company
GHC
$4.76B
$9.15M ﹤0.01%
9,675
-663
HOPE icon
2796
Hope Bancorp
HOPE
$1.37B
$9.14M ﹤0.01%
851,839
+104,250
CAMT icon
2797
Camtek
CAMT
$4.77B
$9.14M ﹤0.01%
108,072
-374,246
EDD
2798
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$353M
$9.14M ﹤0.01%
1,784,525
+17,328
LFST icon
2799
Lifestance Health
LFST
$2.55B
$9.14M ﹤0.01%
1,767,051
+1,302,140
CENT icon
2800
Central Garden & Pet Co
CENT
$2.13B
$9.13M ﹤0.01%
259,506
-6,545