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
USAR
3701
USA Rare Earth Inc
USAR
$1.87B
$2.66M ﹤0.01%
242,726
+199,819
BITB icon
3702
Bitwise Bitcoin ETF
BITB
$3.48B
$2.66M ﹤0.01%
45,370
+10,130
INGM
3703
Ingram Micro Holding
INGM
$5.03B
$2.66M ﹤0.01%
127,520
-39,241
ATEN icon
3704
A10 Networks
ATEN
$1.24B
$2.65M ﹤0.01%
136,848
+8,435
TRIN icon
3705
Trinity Capital
TRIN
$1.12B
$2.65M ﹤0.01%
188,121
+75,905
SIGA icon
3706
SIGA Technologies
SIGA
$434M
$2.65M ﹤0.01%
405,730
+238,869
HUT
3707
Hut 8
HUT
$4.86B
$2.65M ﹤0.01%
142,221
-33,685
OUST icon
3708
Ouster
OUST
$1.38B
$2.64M ﹤0.01%
108,974
+22,054
LGIH icon
3709
LGI Homes
LGIH
$1.2B
$2.64M ﹤0.01%
51,241
-11,495
GLQ
3710
Clough Global Equity Fund
GLQ
$147M
$2.64M ﹤0.01%
370,326
-100,365
INOD icon
3711
Innodata
INOD
$1.83B
$2.64M ﹤0.01%
51,496
-113,744
BY icon
3712
Byline Bancorp
BY
$1.28B
$2.63M ﹤0.01%
98,525
+41,359
WNC icon
3713
Wabash National
WNC
$342M
$2.63M ﹤0.01%
247,600
-18,836
FVRR icon
3714
Fiverr
FVRR
$773M
$2.63M ﹤0.01%
89,735
+46,487
XSHQ icon
3715
Invesco S&P SmallCap Quality ETF
XSHQ
$274M
$2.63M ﹤0.01%
64,559
-9,520
WRLD icon
3716
World Acceptance Corp
WRLD
$779M
$2.63M ﹤0.01%
15,902
-10,799
THQ
3717
abrdn Healthcare Opportunities Fund
THQ
$792M
$2.62M ﹤0.01%
142,677
-19,394
CRMD icon
3718
CorMedix
CRMD
$773M
$2.62M ﹤0.01%
212,803
+173,994
AMBP icon
3719
Ardagh Metal Packaging
AMBP
$2.24B
$2.61M ﹤0.01%
610,882
+480,623
OM icon
3720
Outset Medical
OM
$82.8M
$2.61M ﹤0.01%
135,890
+135,525
ONEY icon
3721
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$854M
$2.61M ﹤0.01%
24,078
-43
VREX icon
3722
Varex Imaging
VREX
$482M
$2.6M ﹤0.01%
300,435
-75,472
JELD icon
3723
JELD-WEN Holding
JELD
$228M
$2.6M ﹤0.01%
664,128
-23,148
MASS icon
3724
908 Devices
MASS
$230M
$2.59M ﹤0.01%
363,217
+250,311
INO icon
3725
Inovio Pharmaceuticals
INO
$142M
$2.59M ﹤0.01%
1,270,607
-34,380