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
ETWO
3651
DELISTED
E2open Parent Holdings
ETWO
$2.84M ﹤0.01%
880,334
-844,458
IIIV icon
3652
i3 Verticals
IIIV
$567M
$2.84M ﹤0.01%
103,411
-139,389
ANGO icon
3653
AngioDynamics
ANGO
$511M
$2.84M ﹤0.01%
286,208
+251,702
UVV icon
3654
Universal Corp
UVV
$1.31B
$2.84M ﹤0.01%
48,737
-20,062
MTW icon
3655
Manitowoc
MTW
$400M
$2.84M ﹤0.01%
235,910
+72,092
XPOF icon
3656
Xponential Fitness
XPOF
$234M
$2.83M ﹤0.01%
378,074
+163,750
BXC icon
3657
BlueLinx
BXC
$491M
$2.83M ﹤0.01%
38,015
-1,585
IRBT icon
3658
iRobot
IRBT
$50.3M
$2.81M ﹤0.01%
898,027
+575,312
IESC icon
3659
IES Holdings
IESC
$8.31B
$2.8M ﹤0.01%
9,468
-16,569
NIC icon
3660
Nicolet Bankshares
NIC
$1.86B
$2.8M ﹤0.01%
22,698
+8,245
IDRV icon
3661
iShares Self-Driving EV and Tech ETF
IDRV
$167M
$2.8M ﹤0.01%
91,620
-10,223
CLDT
3662
Chatham Lodging
CLDT
$329M
$2.8M ﹤0.01%
401,808
-234,826
GLOF icon
3663
iShares Global Equity Factor ETF
GLOF
$153M
$2.79M ﹤0.01%
57,865
+57,031
UVE icon
3664
Universal Insurance Holdings
UVE
$929M
$2.78M ﹤0.01%
100,265
-7,489
ALT icon
3665
Altimmune
ALT
$549M
$2.77M ﹤0.01%
716,019
+435,467
DXPE icon
3666
DXP Enterprises
DXPE
$1.47B
$2.77M ﹤0.01%
31,573
+2,160
RC
3667
Ready Capital
RC
$410M
$2.77M ﹤0.01%
633,261
+347,548
MLR icon
3668
Miller Industries
MLR
$443M
$2.77M ﹤0.01%
62,239
+1,833
HNST icon
3669
The Honest Company
HNST
$301M
$2.76M ﹤0.01%
542,269
+353,858
IFS icon
3670
Intercorp Financial Services
IFS
$4.49B
$2.76M ﹤0.01%
72,324
-25,765
ASTE icon
3671
Astec Industries
ASTE
$1.01B
$2.76M ﹤0.01%
66,121
+22,136
RXI icon
3672
iShares Global Consumer Discretionary ETF
RXI
$462M
$2.75M ﹤0.01%
14,594
-495
MLNK
3673
DELISTED
MeridianLink
MLNK
$2.75M ﹤0.01%
169,145
-3,944
EMBC icon
3674
Embecta
EMBC
$747M
$2.74M ﹤0.01%
283,243
-13,442
TEN
3675
Tsakos Energy Navigation Ltd
TEN
$738M
$2.74M ﹤0.01%
142,998
-237,575