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
AMWD icon
3101
American Woodmark
AMWD
$798M
$6.04M ﹤0.01%
113,228
+45,407
NBTB icon
3102
NBT Bancorp
NBTB
$2.18B
$6.04M ﹤0.01%
145,351
+58,704
EXK
3103
Endeavour Silver
EXK
$2.92B
$6.03M ﹤0.01%
1,225,813
+798,005
REZ icon
3104
iShares Residential and Multisector Real Estate ETF
REZ
$816M
$6.02M ﹤0.01%
73,113
+15,602
AGD
3105
abrdn Global Dynamic Dividend Fund
AGD
$290M
$6.01M ﹤0.01%
544,301
+85,449
LNN icon
3106
Lindsay Corp
LNN
$1.23B
$6.01M ﹤0.01%
41,638
+18,871
TRVI icon
3107
Trevi Therapeutics
TRVI
$1.69B
$6M ﹤0.01%
1,097,497
+965,732
TWI icon
3108
Titan International
TWI
$522M
$6M ﹤0.01%
584,390
+151,888
INDY icon
3109
iShares S&P India Nifty 50 Index Fund
INDY
$697M
$5.96M ﹤0.01%
109,529
-16,754
DIVO icon
3110
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.64B
$5.96M ﹤0.01%
139,967
+32,265
TBPH icon
3111
Theravance Biopharma
TBPH
$1.02B
$5.95M ﹤0.01%
539,645
+76,417
NAN icon
3112
Nuveen New York Quality Municipal Income Fund
NAN
$359M
$5.95M ﹤0.01%
521,432
-10,530
NUBD icon
3113
Nuveen ESG US Aggregate Bond ETF
NUBD
$451M
$5.95M ﹤0.01%
267,188
-168,350
DHT icon
3114
DHT Holdings
DHT
$2.1B
$5.95M ﹤0.01%
550,163
+196,047
MVST icon
3115
Microvast
MVST
$1.16B
$5.94M ﹤0.01%
1,636,970
+1,272,420
RSI icon
3116
Rush Street Interactive
RSI
$1.79B
$5.93M ﹤0.01%
398,272
-183,050
SYRE icon
3117
Spyre Therapeutics
SYRE
$2.31B
$5.93M ﹤0.01%
396,351
-30,724
BHVN icon
3118
Biohaven
BHVN
$1.33B
$5.93M ﹤0.01%
420,501
+49,417
STRA icon
3119
Strategic Education
STRA
$1.83B
$5.93M ﹤0.01%
69,662
+17,359
ADCT icon
3120
ADC Therapeutics
ADCT
$535M
$5.89M ﹤0.01%
2,199,059
+397,905
KMT icon
3121
Kennametal
KMT
$2.09B
$5.89M ﹤0.01%
256,547
-609
KYMR icon
3122
Kymera Therapeutics
KYMR
$4.86B
$5.89M ﹤0.01%
134,939
+38,134
TITN icon
3123
Titan Machinery
TITN
$433M
$5.89M ﹤0.01%
297,250
+45,998
TGB
3124
Taseko Mines
TGB
$1.89B
$5.89M ﹤0.01%
1,868,650
+749,390
VKI icon
3125
Invesco Advantage Municipal Income Trust II
VKI
$386M
$5.89M ﹤0.01%
703,205
+102,596