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
BSJS icon
3901
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$526M
$2.01M ﹤0.01%
91,342
+23,566
MEI icon
3902
Methode Electronics
MEI
$267M
$2.01M ﹤0.01%
211,740
-44,308
SILJ icon
3903
Amplify Junior Silver Miners ETF
SILJ
$3.16B
$2.01M ﹤0.01%
135,647
+15,295
HAWX icon
3904
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$295M
$2.01M ﹤0.01%
56,730
+7,277
IQDF icon
3905
FlexShares International Quality Dividend Index Fund
IQDF
$881M
$2M ﹤0.01%
73,837
-77,601
ERAS icon
3906
Erasca
ERAS
$899M
$2M ﹤0.01%
1,571,325
-377,500
LENZ
3907
LENZ Therapeutics
LENZ
$955M
$1.99M ﹤0.01%
67,978
+49,653
KULR icon
3908
KULR Technology Group
KULR
$148M
$1.99M ﹤0.01%
279,269
+248,425
IQSI icon
3909
IQ Candriam International Equity ETF
IQSI
$211M
$1.99M ﹤0.01%
+59,939
MYD icon
3910
BlackRock MuniYield Fund
MYD
$476M
$1.99M ﹤0.01%
197,765
-70,129
CPF icon
3911
Central Pacific Financial
CPF
$797M
$1.99M ﹤0.01%
70,825
-13,808
CTO
3912
CTO Realty Growth
CTO
$585M
$1.98M ﹤0.01%
114,691
-1,484
EBS icon
3913
Emergent Biosolutions
EBS
$587M
$1.98M ﹤0.01%
309,947
+216,630
QURE icon
3914
uniQure
QURE
$1.71B
$1.98M ﹤0.01%
141,810
-239,042
ZVRA icon
3915
Zevra Therapeutics
ZVRA
$475M
$1.97M ﹤0.01%
223,852
+134,437
KELYA icon
3916
Kelly Services Class A
KELYA
$305M
$1.97M ﹤0.01%
168,255
+11,720
HAFC icon
3917
Hanmi Financial
HAFC
$827M
$1.97M ﹤0.01%
79,780
-10,968
MLCO icon
3918
Melco Resorts & Entertainment
MLCO
$3.56B
$1.97M ﹤0.01%
272,239
-499,328
GCOR icon
3919
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$675M
$1.95M ﹤0.01%
47,096
+6,484
CQQQ icon
3920
Invesco China Technology ETF
CQQQ
$2.9B
$1.94M ﹤0.01%
43,893
-46,608
SCL icon
3921
Stepan Co
SCL
$1.03B
$1.94M ﹤0.01%
35,515
-12,417
CIM
3922
Chimera Investment
CIM
$1.06B
$1.94M ﹤0.01%
139,567
+47,703
BYFC icon
3923
Broadway Financial
BYFC
$57.6M
$1.93M ﹤0.01%
266,541
-1
BBAG icon
3924
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.31B
$1.93M ﹤0.01%
41,829
+6,028
MIN
3925
MFS Intermediate Income Trust
MIN
$303M
$1.93M ﹤0.01%
712,130
+43,686