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
LTM
2801
LATAM Airlines Group S.A.
LTM
$13.8B
$9.11M ﹤0.01%
224,174
+138,006
DNLI icon
2802
Denali Therapeutics
DNLI
$2.85B
$9.1M ﹤0.01%
650,222
+202,465
LEGN icon
2803
Legend Biotech
LEGN
$5.08B
$9.08M ﹤0.01%
255,986
+87,707
UEVM icon
2804
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$227M
$9.08M ﹤0.01%
173,271
-5,752
PFS icon
2805
Provident Financial Services
PFS
$2.51B
$9.08M ﹤0.01%
517,904
+79,654
VET icon
2806
Vermilion Energy
VET
$1.33B
$9.07M ﹤0.01%
1,245,537
+542,352
BVN icon
2807
Compañía de Minas Buenaventura
BVN
$6.17B
$9.04M ﹤0.01%
550,408
+48,802
UAA icon
2808
Under Armour
UAA
$1.96B
$9.03M ﹤0.01%
1,322,229
+551,729
XMTR icon
2809
Xometry
XMTR
$2.97B
$9.01M ﹤0.01%
266,657
+37,168
GERN icon
2810
Geron
GERN
$760M
$9.01M ﹤0.01%
6,389,739
-3,302,620
FVAL icon
2811
Fidelity Value Factor ETF
FVAL
$1.1B
$9M ﹤0.01%
140,932
+10,354
LPG icon
2812
Dorian LPG
LPG
$1.05B
$9M ﹤0.01%
368,986
+212,787
AMR icon
2813
Alpha Metallurgical Resources
AMR
$2.06B
$8.97M ﹤0.01%
79,772
+33,958
CERT icon
2814
Certara
CERT
$1.46B
$8.97M ﹤0.01%
766,595
-332,229
XMPT icon
2815
VanEck CEF Muni Income ETF
XMPT
$191M
$8.97M ﹤0.01%
427,255
+60,428
IRON icon
2816
Disc Medicine
IRON
$3.54B
$8.94M ﹤0.01%
168,822
+115,014
SPMC
2817
Sound Point Meridian Capital
SPMC
$8.94M ﹤0.01%
500,000
-264
SUN icon
2818
Sunoco
SUN
$10.5B
$8.94M ﹤0.01%
166,822
+7,849
SFBS icon
2819
ServisFirst Bancshares
SFBS
$3.89B
$8.92M ﹤0.01%
115,051
+35,201
TTGT icon
2820
TechTarget
TTGT
$370M
$8.89M ﹤0.01%
1,144,338
-55,502
GXC icon
2821
SPDR S&P China ETF
GXC
$475M
$8.88M ﹤0.01%
101,479
-115,166
PTY icon
2822
PIMCO Corporate & Income Opportunity Fund
PTY
$2.54B
$8.86M ﹤0.01%
636,884
+58,280
RPD icon
2823
Rapid7
RPD
$1.02B
$8.85M ﹤0.01%
382,434
-1,430
WB icon
2824
Weibo
WB
$2.41B
$8.83M ﹤0.01%
927,016
-178,231
EPAC icon
2825
Enerpac Tool Group
EPAC
$2B
$8.82M ﹤0.01%
217,456
+543