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
ECVT icon
2876
Ecovyst
ECVT
$1.04B
$8.07M ﹤0.01%
980,823
-29,154
BBH icon
2877
VanEck Biotech ETF
BBH
$391M
$8.04M ﹤0.01%
52,466
+7,898
NUV icon
2878
Nuveen Municipal Value Fund
NUV
$1.88B
$8.04M ﹤0.01%
925,266
-22,134
BSMQ icon
2879
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$300M
$8.03M ﹤0.01%
340,698
+46,886
FRME icon
2880
First Merchants
FRME
$2.15B
$8.03M ﹤0.01%
209,544
+7,398
OKLO
2881
Oklo
OKLO
$13.9B
$8M ﹤0.01%
142,971
-152,246
FBNC icon
2882
First Bancorp
FBNC
$2.13B
$8M ﹤0.01%
181,549
-1,250
HWKN icon
2883
Hawkins
HWKN
$2.74B
$7.99M ﹤0.01%
56,258
-93,108
ENVX icon
2884
Enovix
ENVX
$1.63B
$7.98M ﹤0.01%
882,154
-798,021
IHE icon
2885
iShares US Pharmaceuticals ETF
IHE
$709M
$7.97M ﹤0.01%
121,669
-19,161
PBW icon
2886
Invesco WilderHill Clean Energy ETF
PBW
$623M
$7.97M ﹤0.01%
399,923
-27,167
ARLP icon
2887
Alliance Resource Partners
ARLP
$3.09B
$7.95M ﹤0.01%
303,942
-853,713
BANR icon
2888
Banner Corp
BANR
$2.18B
$7.93M ﹤0.01%
123,598
+17,000
ETOR
2889
eToro Group
ETOR
$3.51B
$7.91M ﹤0.01%
+118,795
IVOG icon
2890
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.36B
$7.9M ﹤0.01%
69,874
-1,274
ULCC icon
2891
Frontier Group Holdings
ULCC
$1.01B
$7.89M ﹤0.01%
2,174,511
-154,654
MRUS icon
2892
Merus
MRUS
$7.29B
$7.89M ﹤0.01%
149,962
+105,877
ZD icon
2893
Ziff Davis
ZD
$1.31B
$7.88M ﹤0.01%
260,424
-3,774
FWRG icon
2894
First Watch Restaurant Group
FWRG
$1.13B
$7.86M ﹤0.01%
490,122
-300,069
RYN icon
2895
Rayonier
RYN
$3.38B
$7.82M ﹤0.01%
352,412
-94,731
CSTL icon
2896
Castle Biosciences
CSTL
$1.17B
$7.82M ﹤0.01%
382,745
+7,365
GRAL
2897
GRAIL Inc
GRAL
$4.29B
$7.8M ﹤0.01%
151,754
+41,424
FXN icon
2898
First Trust Energy AlphaDEX Fund
FXN
$271M
$7.79M ﹤0.01%
513,034
-14,527
ADNT icon
2899
Adient
ADNT
$1.55B
$7.78M ﹤0.01%
399,870
+43,398
ASAN icon
2900
Asana
ASAN
$2.95B
$7.78M ﹤0.01%
576,390
+106,756