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
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STRA icon
3401
Strategic Education
STRA
$1.79B
$4.7M ﹤0.01%
54,613
-15,049
OFG icon
3402
OFG Bancorp
OFG
$1.73B
$4.69M ﹤0.01%
107,942
+7,448
DSL
3403
DoubleLine Income Solutions Fund
DSL
$1.29B
$4.69M ﹤0.01%
381,524
-46,594
BTBT icon
3404
Bit Digital
BTBT
$732M
$4.68M ﹤0.01%
1,561,096
-495,815
WLDN icon
3405
Willdan Group
WLDN
$1.47B
$4.68M ﹤0.01%
48,408
-6,013
AMAL icon
3406
Amalgamated Financial
AMAL
$875M
$4.66M ﹤0.01%
171,773
+23,305
GIGB icon
3407
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$696M
$4.64M ﹤0.01%
99,358
+2,778
PENG
3408
Penguin Solutions Inc
PENG
$957M
$4.64M ﹤0.01%
176,444
-10,192
CDNA icon
3409
CareDx
CDNA
$921M
$4.63M ﹤0.01%
318,588
-31,396
TRIP icon
3410
TripAdvisor
TRIP
$1.78B
$4.62M ﹤0.01%
284,323
-1,683,664
PLUG icon
3411
Plug Power
PLUG
$2.71B
$4.6M ﹤0.01%
1,973,214
+1,092,241
FAN icon
3412
First Trust Global Wind Energy ETF
FAN
$190M
$4.59M ﹤0.01%
239,119
-15,041
PPH icon
3413
VanEck Pharmaceutical ETF
PPH
$1.2B
$4.59M ﹤0.01%
50,762
-8,875
BCYC
3414
Bicycle Therapeutics
BCYC
$477M
$4.58M ﹤0.01%
591,535
-239,099
HSTM icon
3415
HealthStream
HSTM
$746M
$4.58M ﹤0.01%
162,048
+20,766
INGM
3416
Ingram Micro Holding
INGM
$5.07B
$4.57M ﹤0.01%
212,655
+85,135
PTH icon
3417
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$124M
$4.57M ﹤0.01%
103,654
+2,152
CNYA icon
3418
iShares MSCI China A ETF
CNYA
$214M
$4.57M ﹤0.01%
133,046
+124,372
CNL
3419
Collective Mining Ltd
CNL
$974M
$4.56M ﹤0.01%
315,900
-89,215
CCCC icon
3420
C4 Therapeutics
CCCC
$238M
$4.56M ﹤0.01%
2,053,162
+45,158
STOT icon
3421
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$300M
$4.56M ﹤0.01%
96,148
-67,661
NWBI icon
3422
Northwest Bancshares
NWBI
$1.78B
$4.55M ﹤0.01%
367,266
+186,751
LNN icon
3423
Lindsay Corp
LNN
$1.21B
$4.55M ﹤0.01%
32,370
-9,268
DHC
3424
Diversified Healthcare Trust
DHC
$1.12B
$4.55M ﹤0.01%
1,031,323
+855,447
CIL icon
3425
VictoryShares International Volatility Wtd ETF
CIL
$70.3M
$4.53M ﹤0.01%
87,766
-898