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
TBI
4151
Trueblue
TBI
$147M
$1.36M ﹤0.01%
210,371
+130,201
SVM
4152
Silvercorp Metals
SVM
$1.72B
$1.36M ﹤0.01%
322,576
-786,441
CBLL
4153
CeriBell Inc
CBLL
$630M
$1.36M ﹤0.01%
72,568
+66,271
FTXL icon
4154
First Trust Nasdaq Semiconductor ETF
FTXL
$1.29B
$1.36M ﹤0.01%
14,153
-4,237
CLPT icon
4155
ClearPoint Neuro
CLPT
$430M
$1.36M ﹤0.01%
113,698
+86,304
ASTL icon
4156
Algoma Steel
ASTL
$448M
$1.35M ﹤0.01%
196,364
-407,288
MSD
4157
Morgan Stanley Emerging Markets Debt Fund
MSD
$150M
$1.35M ﹤0.01%
174,977
+1,904
NRIM icon
4158
Northrim BanCorp
NRIM
$543M
$1.35M ﹤0.01%
57,756
+5,632
BLOK icon
4159
Amplify Blockchain Technology ETF
BLOK
$1.23B
$1.35M ﹤0.01%
23,560
-75
DGICA icon
4160
Donegal Group Class A
DGICA
$738M
$1.34M ﹤0.01%
67,130
+42,850
ZUMZ icon
4161
Zumiez
ZUMZ
$446M
$1.34M ﹤0.01%
101,208
+71,048
OBK icon
4162
Origin Bancorp
OBK
$1.13B
$1.34M ﹤0.01%
37,488
-4,586
ECNS icon
4163
iShares MSCI China Small-Cap ETF
ECNS
$103M
$1.34M ﹤0.01%
42,333
+100
FISI icon
4164
Financial Institutions
FISI
$616M
$1.34M ﹤0.01%
52,028
+30,700
PRA icon
4165
ProAssurance
PRA
$1.24B
$1.33M ﹤0.01%
58,351
-69,495
XHS icon
4166
State Street SPDR S&P Health Care Services ETF
XHS
$87.6M
$1.33M ﹤0.01%
13,381
-15,921
SAGE
4167
DELISTED
Sage Therapeutics
SAGE
$1.33M ﹤0.01%
145,799
-58,198
NWPX icon
4168
NWPX Infrastructure Inc
NWPX
$563M
$1.33M ﹤0.01%
32,317
+20,936
IRMD icon
4169
iRadimed
IRMD
$1.19B
$1.32M ﹤0.01%
22,140
-249
EH
4170
EHang Holdings
EH
$1.03B
$1.32M ﹤0.01%
76,177
-169,656
MPA icon
4171
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$146M
$1.32M ﹤0.01%
122,059
-6,740
WCLD icon
4172
WisdomTree Cloud Computing Fund
WCLD
$292M
$1.32M ﹤0.01%
36,397
-154,234
CIK
4173
Credit Suisse Asset Management Income Fund
CIK
$155M
$1.31M ﹤0.01%
443,692
+58,250
PLUG icon
4174
Plug Power
PLUG
$2.8B
$1.31M ﹤0.01%
880,973
-940,281
IBMS
4175
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$165M
$1.31M ﹤0.01%
50,960
+14,797