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
DAWN icon
3076
Day One Biopharmaceuticals
DAWN
$974M
$6.28M ﹤0.01%
965,423
-81,333
SGHC icon
3077
SGHC Ltd
SGHC
$5.51B
$6.27M ﹤0.01%
571,970
+475,209
GOGO icon
3078
Gogo Inc
GOGO
$949M
$6.27M ﹤0.01%
427,304
-16,778
ACMR icon
3079
ACM Research
ACMR
$2.15B
$6.27M ﹤0.01%
242,078
-46,797
USXF icon
3080
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
$6.26M ﹤0.01%
116,126
+19,278
WIW
3081
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$540M
$6.25M ﹤0.01%
713,059
+23,152
ARIS
3082
DELISTED
Aris Water Solutions
ARIS
$6.24M ﹤0.01%
263,838
+61,438
STOK icon
3083
Stoke Therapeutics
STOK
$1.74B
$6.22M ﹤0.01%
548,090
+15,206
PTLO icon
3084
Portillo's
PTLO
$377M
$6.22M ﹤0.01%
533,059
+353,001
UTES icon
3085
Virtus Reaves Utilities ETF
UTES
$1.45B
$6.21M ﹤0.01%
+82,173
AMSC icon
3086
American Superconductor
AMSC
$1.39B
$6.21M ﹤0.01%
169,141
+116,207
SCHJ icon
3087
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$642M
$6.19M ﹤0.01%
249,350
-30,124
MATW icon
3088
Matthews International
MATW
$758M
$6.18M ﹤0.01%
258,549
+24,156
BKCH icon
3089
Global X Blockchain ETF
BKCH
$346M
$6.14M ﹤0.01%
116,471
-14,333
ROCK icon
3090
Gibraltar Industries
ROCK
$1.46B
$6.12M ﹤0.01%
103,779
+57,820
MLAB icon
3091
Mesa Laboratories
MLAB
$440M
$6.12M ﹤0.01%
64,928
-2,379
WLFC icon
3092
Willis Lease Finance
WLFC
$827M
$6.1M ﹤0.01%
42,745
+2,311
BSCX icon
3093
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$806M
$6.09M ﹤0.01%
287,308
+26,630
FXZ icon
3094
First Trust Materials AlphaDEX Fund
FXZ
$217M
$6.07M ﹤0.01%
106,637
-3,064
INDS icon
3095
Pacer Industrial Real Estate ETF
INDS
$119M
$6.07M ﹤0.01%
164,052
-53,441
IMCR icon
3096
Immunocore
IMCR
$2.01B
$6.06M ﹤0.01%
193,200
-102,208
OLO
3097
DELISTED
Olo Inc
OLO
$6.06M ﹤0.01%
680,387
-16,150
CGMU icon
3098
Capital Group Municipal Income ETF
CGMU
$4.48B
$6.05M ﹤0.01%
226,673
+200,749
PRIV
3099
SPDR SSGA IG Public & Private Credit ETF
PRIV
$114M
$6.05M ﹤0.01%
239,993
-110,007
BSMR icon
3100
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$293M
$6.04M ﹤0.01%
257,482
+26,484