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
EE icon
3551
Excelerate Energy
EE
$899M
$3.36M ﹤0.01%
114,561
-6,480
BAND icon
3552
Bandwidth Inc
BAND
$436M
$3.35M ﹤0.01%
210,823
+100,857
XES icon
3553
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$248M
$3.35M ﹤0.01%
52,755
-116,647
NRK icon
3554
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$886M
$3.34M ﹤0.01%
337,472
-10,570
EWTX icon
3555
Edgewise Therapeutics
EWTX
$2.76B
$3.34M ﹤0.01%
254,429
-440,997
AMPH icon
3556
Amphastar Pharmaceuticals
AMPH
$1.27B
$3.33M ﹤0.01%
145,125
+38,435
FDMT icon
3557
4D Molecular Therapeutics
FDMT
$666M
$3.33M ﹤0.01%
897,070
+198,762
URNM icon
3558
Sprott Uranium Miners ETF
URNM
$1.71B
$3.33M ﹤0.01%
69,387
-78,153
FDP icon
3559
Fresh Del Monte Produce
FDP
$1.73B
$3.32M ﹤0.01%
102,519
-75,294
TYG
3560
Tortoise Energy Infrastructure Corp
TYG
$931M
$3.32M ﹤0.01%
75,644
+6,502
AGM icon
3561
Federal Agricultural Mortgage
AGM
$1.87B
$3.32M ﹤0.01%
17,068
+6,177
PSL icon
3562
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$85.2M
$3.31M ﹤0.01%
29,871
-418
COCO icon
3563
Vita Coco
COCO
$3.04B
$3.28M ﹤0.01%
90,869
-657,893
APLD icon
3564
Applied Digital
APLD
$7.55B
$3.26M ﹤0.01%
323,747
-387,191
FQAL icon
3565
Fidelity Quality Factor ETF
FQAL
$1.15B
$3.26M ﹤0.01%
46,814
+1,455
AI icon
3566
C3.ai
AI
$1.99B
$3.25M ﹤0.01%
132,249
-702,013
MIY icon
3567
BlackRock MuniYield Michigan Quality Fund
MIY
$339M
$3.23M ﹤0.01%
292,928
+23,207
VRDN icon
3568
Viridian Therapeutics
VRDN
$3.05B
$3.23M ﹤0.01%
230,844
+50,721
WTTR icon
3569
Select Water Solutions
WTTR
$1.06B
$3.22M ﹤0.01%
372,748
-51,131
IDMO icon
3570
Invesco S&P International Developed Momentum ETF
IDMO
$2.18B
$3.22M ﹤0.01%
62,797
-51,523
WTAI icon
3571
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$528M
$3.22M ﹤0.01%
130,937
+30,689
SNBR icon
3572
Sleep Number
SNBR
$116M
$3.21M ﹤0.01%
475,623
+105,329
RLTY icon
3573
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$254M
$3.21M ﹤0.01%
211,531
-8,727
MTRX icon
3574
Matrix Service
MTRX
$329M
$3.2M ﹤0.01%
236,987
+62,989
CXW icon
3575
CoreCivic
CXW
$1.89B
$3.17M ﹤0.01%
150,647
-5,689