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
TR icon
3026
Tootsie Roll Industries
TR
$2.86B
$7.59M ﹤0.01%
181,166
-18,253
GOSS icon
3027
Gossamer Bio
GOSS
$757M
$7.58M ﹤0.01%
2,881,904
+2,814,824
GOF icon
3028
Guggenheim Strategic Opportunities Fund
GOF
$2.48B
$7.56M ﹤0.01%
504,365
-46,644
CRVL icon
3029
CorVel
CRVL
$3.79B
$7.54M ﹤0.01%
97,414
+52,813
SKT icon
3030
Tanger
SKT
$3.86B
$7.53M ﹤0.01%
222,384
-225,465
KLIC icon
3031
Kulicke & Soffa
KLIC
$2.18B
$7.49M ﹤0.01%
184,356
+14,304
PSLV icon
3032
Sprott Physical Silver Trust
PSLV
$9.9B
$7.49M ﹤0.01%
476,871
+11,759
FRME icon
3033
First Merchants
FRME
$2.11B
$7.46M ﹤0.01%
197,778
-11,766
COCO icon
3034
Vita Coco
COCO
$2.91B
$7.45M ﹤0.01%
175,333
+84,464
ALTL icon
3035
Pacer Lunt Large Cap Alternator ETF
ALTL
$102M
$7.44M ﹤0.01%
175,247
-4,986
CUBI icon
3036
Customers Bancorp
CUBI
$2.32B
$7.44M ﹤0.01%
113,773
+19,844
HOG icon
3037
Harley-Davidson
HOG
$2.84B
$7.44M ﹤0.01%
266,528
-1,017,000
GBX icon
3038
The Greenbrier Companies
GBX
$1.35B
$7.43M ﹤0.01%
160,920
+15,144
SEMR icon
3039
Semrush
SEMR
$1.76B
$7.41M ﹤0.01%
1,045,981
+105,837
BSMP icon
3040
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$194M
$7.39M ﹤0.01%
301,420
-10,996
TPB icon
3041
Turning Point Brands
TPB
$1.85B
$7.38M ﹤0.01%
74,699
+13,181
XIFR
3042
XPLR Infrastructure LP
XIFR
$872M
$7.38M ﹤0.01%
725,693
+254,852
ATHM icon
3043
Autohome
ATHM
$2.8B
$7.38M ﹤0.01%
258,406
+7,396
FUBO icon
3044
FuboTV Inc
FUBO
$1.07B
$7.37M ﹤0.01%
1,776,692
-692,761
SKWD icon
3045
Skyward Specialty Insurance
SKWD
$2B
$7.37M ﹤0.01%
154,888
-23,813
CLVT icon
3046
Clarivate
CLVT
$2.42B
$7.36M ﹤0.01%
1,922,161
-948,507
BSCX icon
3047
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$805M
$7.36M ﹤0.01%
342,592
+55,284
RSPS icon
3048
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$232M
$7.35M ﹤0.01%
251,611
+10,283
TBLA icon
3049
Taboola.com
TBLA
$1.14B
$7.33M ﹤0.01%
2,149,621
+163,605
INSW icon
3050
International Seaways
INSW
$2.66B
$7.31M ﹤0.01%
158,622
-31,971