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
NDMO icon
3351
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$631M
$4.45M ﹤0.01%
441,579
-12,196
GIGB icon
3352
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$697M
$4.44M ﹤0.01%
96,580
-11,118
CNL
3353
Collective Mining Ltd
CNL
$1.06B
$4.43M ﹤0.01%
405,115
-250,493
HTH icon
3354
Hilltop Holdings
HTH
$2.11B
$4.43M ﹤0.01%
145,815
+61,050
MYE icon
3355
Myers Industries
MYE
$675M
$4.42M ﹤0.01%
304,779
-5,832
LDP icon
3356
Cohen & Steers Duration Preferred & Income Fund
LDP
$622M
$4.41M ﹤0.01%
210,400
-9,947
AMRX icon
3357
Amneal Pharmaceuticals
AMRX
$3.94B
$4.41M ﹤0.01%
544,892
+7,540
AOD
3358
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$4.39M ﹤0.01%
495,564
+27,514
BKV
3359
BKV Corp
BKV
$2.48B
$4.38M ﹤0.01%
181,529
+4,399
SOXL icon
3360
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.6B
$4.38M ﹤0.01%
174,241
+74,815
YEXT icon
3361
Yext
YEXT
$1.04B
$4.37M ﹤0.01%
514,021
-140,515
EMD
3362
Western Asset Emerging Markets Debt Fund
EMD
$617M
$4.36M ﹤0.01%
433,984
+24,936
BBDC icon
3363
Barings BDC
BBDC
$960M
$4.35M ﹤0.01%
476,325
+8,407
PGY icon
3364
Pagaya Technologies
PGY
$2.01B
$4.35M ﹤0.01%
203,999
-17,746
LZ icon
3365
LegalZoom.com
LZ
$1.65B
$4.34M ﹤0.01%
487,443
+233,824
POWL icon
3366
Powell Industries
POWL
$3.89B
$4.34M ﹤0.01%
20,616
-4,133
WT icon
3367
WisdomTree
WT
$1.55B
$4.33M ﹤0.01%
376,589
+120,211
CRAI icon
3368
CRA International
CRAI
$1.16B
$4.33M ﹤0.01%
23,122
-1,262
SBLK icon
3369
Star Bulk Carriers
SBLK
$2.26B
$4.32M ﹤0.01%
250,485
-1,055,241
SMC
3370
Summit Midstream
SMC
$307M
$4.32M ﹤0.01%
175,994
-5,493
SDG icon
3371
iShares MSCI Global Sustainable Development Goals ETF
SDG
$171M
$4.31M ﹤0.01%
56,782
+6,997
BSJP icon
3372
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$606M
$4.31M ﹤0.01%
186,675
-113,707
HFWA icon
3373
Heritage Financial
HFWA
$813M
$4.31M ﹤0.01%
180,581
+25,673
ESRT icon
3374
Empire State Realty Trust
ESRT
$1.2B
$4.3M ﹤0.01%
531,877
+152,958
OFG icon
3375
OFG Bancorp
OFG
$1.75B
$4.3M ﹤0.01%
100,494
-4,001