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
URSP
2826
ProShares Ultra S&P 500 Equal Weight
URSP
$53.2M
$9.78M ﹤0.01%
+240,000
ARMN
2827
Aris Mining
ARMN
$2.59B
$9.78M ﹤0.01%
998,311
-67,331
EDD
2828
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$349M
$9.75M ﹤0.01%
1,811,414
+26,889
SHC icon
2829
Sotera Health
SHC
$4.77B
$9.73M ﹤0.01%
618,406
-297,750
NTGR icon
2830
NETGEAR
NTGR
$724M
$9.72M ﹤0.01%
300,196
-17,956
GES icon
2831
Guess Inc
GES
$882M
$9.72M ﹤0.01%
581,413
-247,985
RIOT icon
2832
Riot Platforms
RIOT
$5.35B
$9.71M ﹤0.01%
510,377
-1,359,748
PLOW icon
2833
Douglas Dynamics
PLOW
$732M
$9.68M ﹤0.01%
309,752
+10,818
WB icon
2834
Weibo
WB
$2.45B
$9.68M ﹤0.01%
780,737
-146,279
MCW icon
2835
Mister Car Wash
MCW
$1.74B
$9.66M ﹤0.01%
1,811,457
+1,362,094
BANR icon
2836
Banner Corp
BANR
$2.13B
$9.64M ﹤0.01%
147,141
+23,543
DYN icon
2837
Dyne Therapeutics
DYN
$2.97B
$9.63M ﹤0.01%
761,112
+247,311
SCHK icon
2838
Schwab 1000 Index ETF
SCHK
$4.77B
$9.61M ﹤0.01%
299,094
+108,060
DFCF icon
2839
Dimensional Core Fixed Income ETF
DFCF
$8.54B
$9.61M ﹤0.01%
224,667
+41,665
PTY icon
2840
PIMCO Corporate & Income Opportunity Fund
PTY
$2.53B
$9.6M ﹤0.01%
665,007
+28,123
ALGT icon
2841
Allegiant Air
ALGT
$1.25B
$9.57M ﹤0.01%
157,426
+38,530
SBCF icon
2842
Seacoast Banking Corp of Florida
SBCF
$3.09B
$9.56M ﹤0.01%
314,219
+48,751
SPNS icon
2843
Sapiens International
SPNS
$2.4B
$9.55M ﹤0.01%
222,034
+144,684
SGDM icon
2844
Sprott Gold Miners ETF
SGDM
$600M
$9.54M ﹤0.01%
153,841
-10,588
EXTR icon
2845
Extreme Networks
EXTR
$2.28B
$9.48M ﹤0.01%
458,911
+169,100
ZTO icon
2846
ZTO Express
ZTO
$15.5B
$9.47M ﹤0.01%
493,399
-337,801
DFGX icon
2847
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.25B
$9.46M ﹤0.01%
175,272
+31,222
PRDO icon
2848
Perdoceo Education
PRDO
$1.8B
$9.45M ﹤0.01%
251,047
+89,735
FMC icon
2849
FMC
FMC
$1.68B
$9.45M ﹤0.01%
281,028
-417,215
CTS icon
2850
CTS Corp
CTS
$1.23B
$9.44M ﹤0.01%
236,461
+3,881