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
DCOM icon
3926
Dime Community Bancshares
DCOM
$1.24B
$1.93M ﹤0.01%
71,622
-2,396
BSSX icon
3927
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$101M
$1.93M ﹤0.01%
76,917
+4,524
DIM icon
3928
WisdomTree International MidCap Dividend Fund
DIM
$158M
$1.93M ﹤0.01%
25,565
-209
OMAB icon
3929
Grupo Aeroportuario Centro Norte
OMAB
$5.19B
$1.92M ﹤0.01%
18,227
+2,654
AGEN
3930
Agenus
AGEN
$155M
$1.92M ﹤0.01%
420,678
+220,327
CTLP icon
3931
Cantaloupe
CTLP
$786M
$1.92M ﹤0.01%
174,866
+11,448
TCBX icon
3932
Third Coast Bancshares
TCBX
$530M
$1.92M ﹤0.01%
58,789
-510
PBR.A icon
3933
Petrobras Class A
PBR.A
$76.6B
$1.92M ﹤0.01%
166,424
-68,977
PDS
3934
Precision Drilling
PDS
$815M
$1.91M ﹤0.01%
40,470
-125,883
BSRR icon
3935
Sierra Bancorp
BSRR
$419M
$1.91M ﹤0.01%
64,365
+50,714
PHD
3936
DELISTED
Pioneer Floating Rate Fund
PHD
$1.91M ﹤0.01%
194,369
-59,561
DFH icon
3937
Dream Finders Homes
DFH
$1.83B
$1.9M ﹤0.01%
75,655
+11,296
SBR
3938
Sabine Royalty Trust
SBR
$1.13B
$1.9M ﹤0.01%
28,496
+3,026
UAN icon
3939
CVR Partners
UAN
$1.02B
$1.9M ﹤0.01%
21,376
+12,637
NMR icon
3940
Nomura Holdings
NMR
$22.2B
$1.9M ﹤0.01%
288,582
+34,136
IBEX icon
3941
IBEX
IBEX
$474M
$1.9M ﹤0.01%
65,252
+53,562
TDAY
3942
USA Today Co
TDAY
$737M
$1.89M ﹤0.01%
528,695
+420,106
IBTA icon
3943
Ibotta
IBTA
$634M
$1.89M ﹤0.01%
51,550
+40,525
MFA
3944
MFA Financial
MFA
$983M
$1.88M ﹤0.01%
199,204
+101,083
FLOC
3945
Flowco Holdings
FLOC
$480M
$1.88M ﹤0.01%
105,628
-57,461
KRO icon
3946
KRONOS Worldwide
KRO
$583M
$1.88M ﹤0.01%
303,059
-57,684
BFLY icon
3947
Butterfly Network
BFLY
$783M
$1.88M ﹤0.01%
938,622
+458,039
GTN icon
3948
Gray Television
GTN
$502M
$1.88M ﹤0.01%
414,200
+114,127
ABEO icon
3949
Abeona Therapeutics
ABEO
$275M
$1.87M ﹤0.01%
329,884
+200,469
KW icon
3950
Kennedy-Wilson Holdings
KW
$1.34B
$1.87M ﹤0.01%
275,466
-194,808