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
NBB icon
2926
Nuveen Taxable Municipal Income Fund
NBB
$476M
$7.59M ﹤0.01%
479,774
-9,636
SCHE icon
2927
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$7.58M ﹤0.01%
251,611
+13,975
FNCL icon
2928
Fidelity MSCI Financials Index ETF
FNCL
$2.36B
$7.57M ﹤0.01%
102,212
+15,136
QABA icon
2929
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$84.8M
$7.56M ﹤0.01%
139,575
+29,749
SOXQ icon
2930
Invesco PHLX Semiconductor ETF
SOXQ
$732M
$7.56M ﹤0.01%
173,182
+15,066
KNSA icon
2931
Kiniksa Pharmaceuticals
KNSA
$3.25B
$7.54M ﹤0.01%
272,629
+32,982
IREN icon
2932
Iris Energy
IREN
$14.6B
$7.54M ﹤0.01%
517,452
-567,504
FSK icon
2933
FS KKR Capital
FSK
$4.56B
$7.54M ﹤0.01%
363,286
+96,115
KBWD icon
2934
Invesco KBW High Dividend Yield Financial ETF
KBWD
$425M
$7.54M ﹤0.01%
543,336
-56,540
DOMO icon
2935
Domo
DOMO
$466M
$7.5M ﹤0.01%
536,972
+303,279
UDN icon
2936
Invesco DB US Dollar Index Bearish Fund
UDN
$147M
$7.5M ﹤0.01%
396,474
+290,591
MYI icon
2937
BlackRock MuniYield Quality Fund III
MYI
$726M
$7.5M ﹤0.01%
714,536
-214,917
EWI icon
2938
iShares MSCI Italy ETF
EWI
$663M
$7.49M ﹤0.01%
155,619
-46,581
IGPT icon
2939
Invesco AI and Next Gen Software ETF
IGPT
$624M
$7.49M ﹤0.01%
152,432
-17,057
THO icon
2940
Thor Industries
THO
$5.64B
$7.49M ﹤0.01%
84,340
+33,120
WBTN
2941
WEBTOON Entertainment Inc
WBTN
$1.79B
$7.48M ﹤0.01%
823,708
+746,505
BILI icon
2942
Bilibili
BILI
$11B
$7.47M ﹤0.01%
348,269
-744,321
SPNT icon
2943
SiriusPoint
SPNT
$2.46B
$7.46M ﹤0.01%
365,881
+101,950
RVLV icon
2944
Revolve Group
RVLV
$1.76B
$7.45M ﹤0.01%
371,742
-362,483
SGDM icon
2945
Sprott Gold Miners ETF
SGDM
$636M
$7.44M ﹤0.01%
164,429
-47,968
NSSC icon
2946
Napco Security Technologies
NSSC
$1.46B
$7.43M ﹤0.01%
250,164
-33,725
EYLD icon
2947
Cambria Emerging Shareholder Yield ETF
EYLD
$612M
$7.43M ﹤0.01%
205,626
+121,628
UTI icon
2948
Universal Technical Institute
UTI
$1.28B
$7.41M ﹤0.01%
218,727
+12,651
ORLA
2949
Orla Mining
ORLA
$4.64B
$7.4M ﹤0.01%
738,852
+288,298
LBTYA icon
2950
Liberty Global Class A
LBTYA
$3.81B
$7.4M ﹤0.01%
739,261
+216,838