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
ATHM icon
3051
Autohome
ATHM
$2.81B
$6.47M ﹤0.01%
251,010
-324,206
SUSL icon
3052
iShares ESG MSCI USA Leaders ETF
SUSL
$1.01B
$6.47M ﹤0.01%
59,741
-4,674
SAND
3053
DELISTED
Sandstorm Gold
SAND
$6.46M ﹤0.01%
687,643
+21,065
JHEM icon
3054
John Hancock Multifactor Emerging Markets ETF
JHEM
$625M
$6.46M ﹤0.01%
221,287
+34,629
IQDY icon
3055
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$85M
$6.46M ﹤0.01%
199,659
-58,669
LCID icon
3056
Lucid Motors
LCID
$4.38B
$6.45M ﹤0.01%
305,837
-31,581
SSRM icon
3057
SSR Mining
SSRM
$4.74B
$6.42M ﹤0.01%
503,692
-169,350
PDM
3058
Piedmont Realty Trust
PDM
$1.09B
$6.42M ﹤0.01%
879,980
+250,776
LION icon
3059
Lionsgate Studios
LION
$2.16B
$6.41M ﹤0.01%
1,103,709
+1,080,273
LNW
3060
DELISTED
Light & Wonder
LNW
$6.41M ﹤0.01%
66,605
-125,828
ULS icon
3061
UL Solutions
ULS
$18.3B
$6.39M ﹤0.01%
87,757
-100,963
QQXT icon
3062
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$260M
$6.39M ﹤0.01%
64,628
+54,296
VRTS icon
3063
Virtus Investment Partners
VRTS
$1.08B
$6.38M ﹤0.01%
35,147
+4,382
CYH icon
3064
Community Health Systems
CYH
$481M
$6.37M ﹤0.01%
1,872,343
+991,014
SEDG icon
3065
SolarEdge
SEDG
$2.18B
$6.36M ﹤0.01%
311,966
-14,995
ARLO icon
3066
Arlo Technologies
ARLO
$1.53B
$6.35M ﹤0.01%
374,496
+40,149
DBJP icon
3067
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$428M
$6.32M ﹤0.01%
82,660
-7,331
UFPT icon
3068
UFP Technologies
UFPT
$1.73B
$6.32M ﹤0.01%
25,871
-1,306
GGAL icon
3069
Galicia Financial Group
GGAL
$8.64B
$6.31M ﹤0.01%
125,279
+67,568
EVTC icon
3070
Evertec
EVTC
$1.85B
$6.3M ﹤0.01%
174,701
-49,042
OPPJ
3071
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$108M
$6.29M ﹤0.01%
172,059
+17,008
FHLC icon
3072
Fidelity MSCI Health Care Index ETF
FHLC
$2.88B
$6.28M ﹤0.01%
98,275
-94,992
TGI
3073
DELISTED
Triumph Group
TGI
$6.28M ﹤0.01%
243,931
-21,607
NXP icon
3074
Nuveen Select Tax-Free Income Portfolio
NXP
$733M
$6.28M ﹤0.01%
446,821
+5,206
MXI icon
3075
iShares Global Materials ETF
MXI
$229M
$6.28M ﹤0.01%
73,437
-7,230