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
CRSR icon
3826
Corsair Gaming
CRSR
$695M
$2.25M ﹤0.01%
238,776
+66,070
BNY icon
3827
BlackRock New York Municipal Income Trust
BNY
$247M
$2.25M ﹤0.01%
232,240
-4,174
IOBT icon
3828
IO Biotech
IOBT
$51.8M
$2.24M ﹤0.01%
1,615,074
-36,441
CMRE icon
3829
Costamare
CMRE
$1.84B
$2.24M ﹤0.01%
246,148
+78,423
GDRX icon
3830
GoodRx Holdings
GDRX
$954M
$2.23M ﹤0.01%
447,205
+119,084
HRTX icon
3831
Heron Therapeutics
HRTX
$213M
$2.23M ﹤0.01%
1,075,269
+107,228
USNA icon
3832
Usana Health Sciences
USNA
$363M
$2.22M ﹤0.01%
72,865
+18,244
AUTL
3833
Autolus Therapeutics
AUTL
$375M
$2.22M ﹤0.01%
975,135
+942,540
BBW icon
3834
Build-A-Bear
BBW
$697M
$2.22M ﹤0.01%
43,094
+35,677
HOV icon
3835
Hovnanian Enterprises
HOV
$775M
$2.22M ﹤0.01%
21,225
+5,164
INDI icon
3836
indie Semiconductor
INDI
$721M
$2.21M ﹤0.01%
622,160
+362,399
MYGN icon
3837
Myriad Genetics
MYGN
$711M
$2.21M ﹤0.01%
416,547
-2,214,609
PDFS icon
3838
PDF Solutions
PDFS
$1.07B
$2.21M ﹤0.01%
103,443
+34,834
SBGI icon
3839
Sinclair Inc
SBGI
$1.1B
$2.21M ﹤0.01%
160,009
+97,647
USA icon
3840
Liberty All-Star Equity Fund
USA
$1.81B
$2.21M ﹤0.01%
324,711
-41,277
LMB icon
3841
Limbach Holdings
LMB
$823M
$2.21M ﹤0.01%
15,766
-20,881
CDTX icon
3842
Cidara Therapeutics
CDTX
$6.91B
$2.21M ﹤0.01%
45,325
+17,824
LEN.B icon
3843
Lennar Class B
LEN.B
$30.5B
$2.21M ﹤0.01%
20,970
+717
NUW icon
3844
Nuveen AMT-Free Municipal Value Fund
NUW
$254M
$2.2M ﹤0.01%
160,942
-34,626
EB icon
3845
Eventbrite
EB
$243M
$2.19M ﹤0.01%
834,085
-128,491
SPVM icon
3846
Invesco S&P 500 Value with Momentum ETF
SPVM
$88.6M
$2.19M ﹤0.01%
36,610
+864
XTN icon
3847
State Street SPDR S&P Transportation ETF
XTN
$140M
$2.19M ﹤0.01%
27,163
-1,910
FLCH icon
3848
Franklin FTSE China ETF
FLCH
$237M
$2.18M ﹤0.01%
100,438
+95,171
SSO icon
3849
ProShares Ultra S&P500
SSO
$7.21B
$2.18M ﹤0.01%
44,566
+37,366
CECO icon
3850
Ceco Environmental
CECO
$1.86B
$2.18M ﹤0.01%
76,876
+1,097