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
GOTU icon
4626
Gaotu Techedu
GOTU
$581M
$538K ﹤0.01%
149,086
-74,449
GBFH
4627
GBank Financial Holdings
GBFH
$487M
$535K ﹤0.01%
+15,111
AMPX icon
4628
Amprius Technologies
AMPX
$1.41B
$534K ﹤0.01%
126,779
+42,625
INR
4629
Infinity Natural Resources
INR
$203M
$533K ﹤0.01%
29,132
+21,909
SFIX icon
4630
Stitch Fix
SFIX
$568M
$532K ﹤0.01%
143,918
+75,661
CRVS icon
4631
Corvus Pharmaceuticals
CRVS
$677M
$531K ﹤0.01%
132,729
+34,180
FCBC icon
4632
First Community Bankshares
FCBC
$614M
$530K ﹤0.01%
13,539
-211
IFN
4633
India Fund
IFN
$581M
$530K ﹤0.01%
32,045
-5,344
NPB
4634
Northpointe Bancshares
NPB
$598M
$528K ﹤0.01%
38,543
+13,093
ASC icon
4635
Ardmore Shipping
ASC
$501M
$527K ﹤0.01%
54,897
-1,024
HAP icon
4636
VanEck Natural Resources ETF
HAP
$197M
$527K ﹤0.01%
10,143
-1,877
ETON icon
4637
Eton Pharmaceutcials
ETON
$434M
$526K ﹤0.01%
36,921
+24,481
CVRX icon
4638
CVRx
CVRX
$258M
$524K ﹤0.01%
89,049
+6,312
NULC icon
4639
Nuveen ESG Large-Cap ETF
NULC
$52.5M
$523K ﹤0.01%
10,672
-13,821
ZH
4640
Zhihu
ZH
$328M
$522K ﹤0.01%
131,112
-14,457
NPCE icon
4641
Neuropace
NPCE
$550M
$519K ﹤0.01%
46,553
-84,622
CVAC icon
4642
CureVac
CVAC
$1.23B
$518K ﹤0.01%
95,470
+87,211
BSVN icon
4643
Bank7 Corp
BSVN
$397M
$518K ﹤0.01%
12,389
+2,692
STRZ
4644
Starz Entertainment Corp
STRZ
$183M
$518K ﹤0.01%
+32,212
IGI
4645
Western Asset Investment Grade Defined Opportunity Trust
IGI
$98.7M
$517K ﹤0.01%
31,205
+2,730
EIM
4646
Eaton Vance Municipal Bond Fund
EIM
$510M
$517K ﹤0.01%
53,491
+19,300
IVR icon
4647
Invesco Mortgage Capital
IVR
$577M
$515K ﹤0.01%
65,711
+6,805
JEQ
4648
DELISTED
abrdn Japan Equity Fund
JEQ
$515K ﹤0.01%
68,281
-28,113
SYSB
4649
iShares Systematic Bond ETF
SYSB
$638M
$514K ﹤0.01%
5,804
+1,254
FG icon
4650
F&G Annuities & Life
FG
$4.37B
$512K ﹤0.01%
16,008
-323,627