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
LUNG icon
4201
Pulmonx
LUNG
$66.8M
$1.25M ﹤0.01%
481,268
+407,971
ARR
4202
Armour Residential REIT
ARR
$1.96B
$1.24M ﹤0.01%
73,950
-53,131
VFQY icon
4203
Vanguard US Quality Factor ETF
VFQY
$430M
$1.24M ﹤0.01%
8,609
+5,897
YMAB
4204
DELISTED
Y-mAbs Therapeutics
YMAB
$1.24M ﹤0.01%
274,164
-8,154
NKTX icon
4205
Nkarta
NKTX
$134M
$1.23M ﹤0.01%
742,718
-66,648
CTBI icon
4206
Community Trust Bancorp
CTBI
$1.01B
$1.23M ﹤0.01%
23,233
-21,310
ODV
4207
Osisko Development Corp
ODV
$900M
$1.23M ﹤0.01%
574,292
-52,821
LPRO icon
4208
Open Lending Corp
LPRO
$226M
$1.23M ﹤0.01%
632,992
+380,958
VSTM icon
4209
Verastem
VSTM
$801M
$1.22M ﹤0.01%
294,961
+231,612
GLUE icon
4210
Monte Rosa Therapeutics
GLUE
$1.05B
$1.22M ﹤0.01%
271,164
+245,119
HOUS icon
4211
Anywhere Real Estate
HOUS
$1.6B
$1.22M ﹤0.01%
336,741
+20,548
IHD
4212
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$111M
$1.22M ﹤0.01%
205,196
+6,513
SFLR icon
4213
Innovator Equity Managed Floor ETF
SFLR
$1.26B
$1.22M ﹤0.01%
+36,305
MBI icon
4214
MBIA
MBI
$381M
$1.22M ﹤0.01%
280,104
-87,292
RZG icon
4215
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$106M
$1.22M ﹤0.01%
24,033
-158
FDG icon
4216
American Century Focused Dynamic Growth ETF
FDG
$353M
$1.21M ﹤0.01%
11,103
+7,896
LEO
4217
BNY Mellon Strategic Municipals
LEO
$397M
$1.21M ﹤0.01%
204,596
+8,810
IMMR icon
4218
Immersion
IMMR
$238M
$1.21M ﹤0.01%
153,078
-52,754
NFBK icon
4219
Northfield Bancorp
NFBK
$449M
$1.21M ﹤0.01%
105,058
+3,827
INGN icon
4220
Inogen
INGN
$192M
$1.21M ﹤0.01%
171,526
+127,869
BSJT icon
4221
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$363M
$1.21M ﹤0.01%
56,023
+16,814
BBAI icon
4222
BigBear.ai
BBAI
$2.77B
$1.2M ﹤0.01%
177,109
-389,909
PAM icon
4223
Pampa Energía
PAM
$4.87B
$1.2M ﹤0.01%
17,279
-8,498
NBN icon
4224
Northeast Bank
NBN
$761M
$1.2M ﹤0.01%
13,468
-618
FLLA icon
4225
Franklin FTSE Latin America
FLLA
$44.7M
$1.2M ﹤0.01%
55,191
-3,941