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
KLIC icon
3126
Kulicke & Soffa
KLIC
$2.35B
$5.88M ﹤0.01%
170,052
-85,718
WIP icon
3127
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$350M
$5.88M ﹤0.01%
147,462
-10,884
TRND icon
3128
Pacer Trendpilot Fund of Funds ETF
TRND
$54.7M
$5.88M ﹤0.01%
184,012
+2,939
KBWP icon
3129
Invesco KBW Property & Casualty Insurance ETF
KBWP
$414M
$5.87M ﹤0.01%
47,793
+13,225
NMZ icon
3130
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
$5.87M ﹤0.01%
565,929
+3,483
PFFV icon
3131
Global X Variable Rate Preferred ETF
PFFV
$312M
$5.86M ﹤0.01%
257,112
+16,712
FCG icon
3132
First Trust Natural Gas ETF
FCG
$426M
$5.85M ﹤0.01%
253,127
+4,611
USDU icon
3133
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$214M
$5.83M ﹤0.01%
226,288
-19,596
CSM icon
3134
ProShares Large Cap Core Plus
CSM
$486M
$5.81M ﹤0.01%
82,502
-3,531
MORT icon
3135
VanEck Mortgage REIT Income ETF
MORT
$350M
$5.81M ﹤0.01%
549,788
+73,543
BRKL
3136
DELISTED
Brookline Bancorp
BRKL
$5.8M ﹤0.01%
550,196
+15,620
ADTN icon
3137
Adtran
ADTN
$634M
$5.8M ﹤0.01%
646,367
+139,324
FLTB icon
3138
Fidelity Limited Term Bond ETF
FLTB
$289M
$5.79M ﹤0.01%
114,964
+21,200
PHB icon
3139
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$395M
$5.79M ﹤0.01%
313,625
-14,217
BCYC
3140
Bicycle Therapeutics
BCYC
$527M
$5.77M ﹤0.01%
830,634
+267,075
CARS icon
3141
Cars.com
CARS
$697M
$5.77M ﹤0.01%
486,837
+24,685
DFIS icon
3142
Dimensional International Small Cap ETF
DFIS
$4.52B
$5.76M ﹤0.01%
192,928
+142,025
PLAY icon
3143
Dave & Buster's
PLAY
$609M
$5.75M ﹤0.01%
191,058
-93,635
GPRE icon
3144
Green Plains
GPRE
$717M
$5.73M ﹤0.01%
950,113
+195,556
EMCR icon
3145
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$51.2M
$5.73M ﹤0.01%
176,855
+21,813
RUM icon
3146
Rumble
RUM
$2.29B
$5.72M ﹤0.01%
637,500
-322
SCHK icon
3147
Schwab 1000 Index ETF
SCHK
$4.83B
$5.7M ﹤0.01%
191,034
-1,440
PAR icon
3148
PAR Technology
PAR
$1.4B
$5.7M ﹤0.01%
82,111
+18
PSLV icon
3149
Sprott Physical Silver Trust
PSLV
$10.7B
$5.69M ﹤0.01%
465,112
+20,856
NN icon
3150
NextNav
NN
$1.93B
$5.68M ﹤0.01%
373,817
+229,988