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
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBI
4526
WaterBridge Infrastructure LLC
WBI
$980M
$768K ﹤0.01%
+30,452
RFI
4527
Cohen & Steers Total Return Realty Fund
RFI
$303M
$766K ﹤0.01%
63,287
+9,194
MUX icon
4528
McEwen Inc
MUX
$966M
$765K ﹤0.01%
44,763
+8,937
QQMG icon
4529
Invesco ESG NASDAQ 100 ETF
QQMG
$135M
$765K ﹤0.01%
18,500
HPK icon
4530
HighPeak Energy
HPK
$813M
$764K ﹤0.01%
108,047
+96,443
CLNE icon
4531
Clean Energy Fuels
CLNE
$465M
$763K ﹤0.01%
295,894
-303,935
EWM icon
4532
iShares MSCI Malaysia ETF
EWM
$275M
$761K ﹤0.01%
29,369
-9,694
AMPY icon
4533
Amplify Energy
AMPY
$213M
$760K ﹤0.01%
144,833
+99,261
ISRA icon
4534
VanEck Israel ETF
ISRA
$112M
$760K ﹤0.01%
13,918
+462
DMB
4535
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$195M
$759K ﹤0.01%
70,929
-518
FCPI icon
4536
Fidelity Stocks for Inflation ETF
FCPI
$246M
$758K ﹤0.01%
15,120
-3,446
NMAI icon
4537
Nuveen Multi-Asset Income Fund
NMAI
$434M
$755K ﹤0.01%
58,182
+7,284
KRMA icon
4538
Global X Conscious Companies ETF
KRMA
$168M
$754K ﹤0.01%
17,479
+163
GSL icon
4539
Global Ship Lease
GSL
$1.26B
$754K ﹤0.01%
24,564
-68,326
OPTU
4540
Optimum Communications Inc
OPTU
$935M
$751K ﹤0.01%
311,699
-756,227
NEMD
4541
Neuberger Berman Emerging Markets Debt Hard Currency ETF
NEMD
$110M
$749K ﹤0.01%
+14,701
SEAT icon
4542
Vivid Seats
SEAT
$80M
$746K ﹤0.01%
44,876
+26,116
VRIG icon
4543
Invesco Variable Rate Investment Grade ETF
VRIG
$1.29B
$746K ﹤0.01%
29,712
+1,174
GETY icon
4544
Getty Images
GETY
$670M
$745K ﹤0.01%
376,500
+121,796
III icon
4545
Information Services Group
III
$253M
$744K ﹤0.01%
129,370
-1,661
USMC icon
4546
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.27B
$739K ﹤0.01%
10,841
+69
MVIS icon
4547
Microvision
MVIS
$285M
$738K ﹤0.01%
595,231
+336,648
UAN icon
4548
CVR Partners
UAN
$1.01B
$736K ﹤0.01%
8,172
-13,204
MFA
4549
MFA Financial
MFA
$973M
$736K ﹤0.01%
80,127
-119,077
ASIC
4550
Ategrity Specialty Insurance
ASIC
$898M
$735K ﹤0.01%
37,154
+20,847