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
GRBK icon
2851
Green Brick Partners
GRBK
$2.97B
$8.44M ﹤0.01%
134,244
+31,275
MDIV icon
2852
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$410M
$8.39M ﹤0.01%
530,942
-11,683
SUSC icon
2853
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.31B
$8.38M ﹤0.01%
360,944
+7,264
PRK icon
2854
Park National Corp
PRK
$2.49B
$8.35M ﹤0.01%
49,910
-2,673
VFMO icon
2855
Vanguard US Momentum Factor ETF
VFMO
$1.18B
$8.34M ﹤0.01%
48,314
+6,962
FIDU icon
2856
Fidelity MSCI Industrials Index ETF
FIDU
$1.47B
$8.33M ﹤0.01%
107,444
-13,731
SPLB icon
2857
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$8.32M ﹤0.01%
368,767
-87,468
AGZ icon
2858
iShares Agency Bond ETF
AGZ
$576M
$8.28M ﹤0.01%
75,517
-4,655
TIMB icon
2859
TIM SA
TIMB
$11.2B
$8.28M ﹤0.01%
411,516
-779,387
CRI icon
2860
Carter's
CRI
$1.18B
$8.27M ﹤0.01%
274,376
+41,274
RAMP icon
2861
LiveRamp
RAMP
$1.84B
$8.26M ﹤0.01%
250,123
+27,701
FTSD icon
2862
Franklin Short Duration US Government ETF
FTSD
$260M
$8.26M ﹤0.01%
90,842
-10,898
DFNL icon
2863
Davis Select Financial ETF
DFNL
$342M
$8.25M ﹤0.01%
192,240
+30,315
NWL icon
2864
Newell Brands
NWL
$1.5B
$8.25M ﹤0.01%
1,526,863
-672,056
PL icon
2865
Planet Labs
PL
$3.61B
$8.23M ﹤0.01%
1,349,603
+1,116,055
LINE
2866
Lineage Inc
LINE
$8.18B
$8.22M ﹤0.01%
188,961
+76,145
GOF icon
2867
Guggenheim Strategic Opportunities Fund
GOF
$2.47B
$8.2M ﹤0.01%
551,009
+21,357
SRAD icon
2868
Sportradar
SRAD
$6.43B
$8.2M ﹤0.01%
292,163
-114,152
SHLS icon
2869
Shoals Technologies Group
SHLS
$1.37B
$8.17M ﹤0.01%
1,922,198
+1,123,178
NURE icon
2870
Nuveen Short-Term REIT ETF
NURE
$31.3M
$8.15M ﹤0.01%
274,923
+858
NTCT icon
2871
NETSCOUT
NTCT
$1.93B
$8.15M ﹤0.01%
328,419
+89,078
OCFC icon
2872
OceanFirst Financial
OCFC
$1.08B
$8.15M ﹤0.01%
462,605
-19,427
IART icon
2873
Integra LifeSciences
IART
$1.02B
$8.1M ﹤0.01%
660,163
-174,844
DNP icon
2874
DNP Select Income Fund
DNP
$3.85B
$8.1M ﹤0.01%
827,149
-18,389
MD icon
2875
Pediatrix Medical
MD
$2.1B
$8.09M ﹤0.01%
563,711
-30,297