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
CWT icon
2951
California Water Service
CWT
$2.71B
$7.4M ﹤0.01%
162,628
+51,757
GTY
2952
Getty Realty Corp
GTY
$1.64B
$7.39M ﹤0.01%
267,389
+10,494
XNCR icon
2953
Xencor
XNCR
$1.24B
$7.38M ﹤0.01%
938,993
+456,302
IMCB icon
2954
iShares Morningstar Mid-Cap ETF
IMCB
$1.37B
$7.37M ﹤0.01%
92,496
+2,983
BST icon
2955
BlackRock Science and Technology Trust
BST
$1.41B
$7.34M ﹤0.01%
192,302
+2,502
SBCF icon
2956
Seacoast Banking Corp of Florida
SBCF
$3.1B
$7.33M ﹤0.01%
265,468
+82,649
SLVM icon
2957
Sylvamo
SLVM
$1.89B
$7.31M ﹤0.01%
145,859
+39,276
ENGN icon
2958
enGene Holdings
ENGN
$548M
$7.3M ﹤0.01%
2,005,708
MODG icon
2959
Topgolf Callaway Brands
MODG
$2.34B
$7.29M ﹤0.01%
905,174
+216,814
ADEA icon
2960
Adeia
ADEA
$1.34B
$7.28M ﹤0.01%
514,807
+85,502
TBLA icon
2961
Taboola.com
TBLA
$1.19B
$7.27M ﹤0.01%
1,986,016
+297,362
GLP icon
2962
Global Partners
GLP
$1.49B
$7.27M ﹤0.01%
137,822
+1,227
RSPS icon
2963
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$235M
$7.23M ﹤0.01%
241,328
+1,164
BBCA icon
2964
JPMorgan BetaBuilders Canada ETF
BBCA
$9.16B
$7.21M ﹤0.01%
89,353
-43,809
SEI
2965
Solaris Energy Infrastructure
SEI
$2.34B
$7.18M ﹤0.01%
253,785
+136,161
EWP icon
2966
iShares MSCI Spain ETF
EWP
$1.54B
$7.18M ﹤0.01%
163,026
+626
INDV icon
2967
Indivior
INDV
$4.19B
$7.18M ﹤0.01%
486,916
+96,192
OGN icon
2968
Organon & Co
OGN
$2.01B
$7.18M ﹤0.01%
741,345
-267,245
KSS icon
2969
Kohl's
KSS
$2.74B
$7.18M ﹤0.01%
846,157
-718,037
SBSW icon
2970
Sibanye-Stillwater
SBSW
$9.24B
$7.17M ﹤0.01%
993,607
-1,663,476
ARMN
2971
Aris Mining
ARMN
$2.87B
$7.16M ﹤0.01%
1,065,642
+604,672
VRM icon
2972
Vroom Inc
VRM
$101M
$7.14M ﹤0.01%
250,529
-21,978
USO icon
2973
United States Oil Fund
USO
$959M
$7.13M ﹤0.01%
97,568
-166,174
CACC icon
2974
Credit Acceptance
CACC
$5B
$7.13M ﹤0.01%
14,000
+5,336
MDYV icon
2975
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$7.12M ﹤0.01%
89,687
+21,460