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
ITIC icon
4051
Investors Title Co
ITIC
$526M
$1.61M ﹤0.01%
7,607
+29
KINS icon
4052
Kingstone Companies
KINS
$215M
$1.61M ﹤0.01%
104,242
+104,159
UHAL icon
4053
U-Haul Holding Co
UHAL
$10B
$1.6M ﹤0.01%
26,480
+15,872
HVT icon
4054
Haverty Furniture Companies
HVT
$387M
$1.6M ﹤0.01%
78,452
-40
FYLD icon
4055
Cambria Foreign Shareholder Yield ETF
FYLD
$473M
$1.59M ﹤0.01%
54,422
-14,100
BSBR icon
4056
Santander
BSBR
$48.1B
$1.59M ﹤0.01%
291,643
+97,875
ENOR icon
4057
iShares MSCI Norway ETF
ENOR
$40M
$1.58M ﹤0.01%
56,561
+46,250
NPK icon
4058
National Presto Industries
NPK
$671M
$1.58M ﹤0.01%
16,087
+8,813
EU
4059
enCore Energy
EU
$511M
$1.57M ﹤0.01%
548,519
-319,159
JBSS icon
4060
John B. Sanfilippo & Son
JBSS
$846M
$1.56M ﹤0.01%
24,635
-3,447
FVR
4061
FrontView REIT
FVR
$331M
$1.56M ﹤0.01%
129,719
+28,660
CSR
4062
Centerspace
CSR
$1.12B
$1.55M ﹤0.01%
25,797
+417
FIDI icon
4063
Fidelity International High Dividend ETF
FIDI
$195M
$1.55M ﹤0.01%
66,575
+29,298
RMR icon
4064
The RMR Group
RMR
$260M
$1.55M ﹤0.01%
94,663
+76,991
SSP icon
4065
E.W. Scripps
SSP
$376M
$1.54M ﹤0.01%
525,451
+16,872
CHCT
4066
Community Healthcare Trust
CHCT
$444M
$1.54M ﹤0.01%
92,816
-12,870
SILA
4067
Sila Realty Trust
SILA
$1.32B
$1.54M ﹤0.01%
65,194
+22,422
EUSB icon
4068
iShares ESG Advanced Universal USD Bond ETF
EUSB
$685M
$1.54M ﹤0.01%
35,427
+5,279
AFYA icon
4069
Afya
AFYA
$1.37B
$1.54M ﹤0.01%
86,201
+9,192
FEUZ icon
4070
First Trust Eurozone AlphaDEX
FEUZ
$86.1M
$1.54M ﹤0.01%
27,790
-6,947
LFMD icon
4071
LifeMD
LFMD
$184M
$1.53M ﹤0.01%
112,659
+85,780
HY icon
4072
Hyster-Yale Materials Handling
HY
$516M
$1.53M ﹤0.01%
38,569
-54
QQA
4073
Invesco QQQ Income Advantage ETF
QQA
$453M
$1.53M ﹤0.01%
30,517
+22,817
KLC
4074
KinderCare Learning Companies
KLC
$471M
$1.53M ﹤0.01%
151,492
+112,616
BBUC
4075
Brookfield Business Corp
BBUC
$2.44B
$1.53M ﹤0.01%
49,029
+5,928