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
POWR
4776
iShares U.S. Power Infrastructure ETF
POWR
$80.8M
$398K ﹤0.01%
16,782
+2,961
MBCN icon
4777
Middlefield Banc Corp
MBCN
$281M
$397K ﹤0.01%
13,195
+3,029
UIS icon
4778
Unisys
UIS
$188M
$397K ﹤0.01%
87,697
-46,769
PSCD icon
4779
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$20.1M
$396K ﹤0.01%
3,931
-172
AVIR icon
4780
Atea Pharmaceuticals
AVIR
$238M
$395K ﹤0.01%
109,739
+49,078
HAIN icon
4781
Hain Celestial
HAIN
$96.9M
$394K ﹤0.01%
258,901
-198,051
AHH
4782
Armada Hoffler Properties
AHH
$518M
$393K ﹤0.01%
57,228
-268,533
FLJH icon
4783
Franklin FTSE Japan Hedged ETF
FLJH
$118M
$392K ﹤0.01%
12,161
-1,696
MUD
4784
Direxion Daily MU Bear 1X Shares
MUD
$39.6M
$392K ﹤0.01%
25,000
BBCB icon
4785
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$39.4M
$391K ﹤0.01%
8,565
+2,720
SRTA
4786
Strata Critical Medical Inc
SRTA
$371M
$389K ﹤0.01%
96,578
+46,755
OSUR icon
4787
OraSure Technologies
OSUR
$171M
$388K ﹤0.01%
129,480
-45,830
GCBC icon
4788
Greene County Bancorp
GCBC
$385M
$388K ﹤0.01%
17,449
+11,075
FNWB icon
4789
First Northwest Bancorp
FNWB
$87M
$388K ﹤0.01%
50,332
-446
CYD icon
4790
China Yuchai International
CYD
$1.33B
$384K ﹤0.01%
+16,078
EAGL
4791
Eagle Capital Select Equity ETF
EAGL
$3.39B
$383K ﹤0.01%
+12,704
IHRT icon
4792
iHeartMedia
IHRT
$577M
$380K ﹤0.01%
215,715
+28,297
THW
4793
abrdn World Healthcare Fund
THW
$517M
$378K ﹤0.01%
36,828
-3,051
NGVC icon
4794
Vitamin Cottage Natural Grocers
NGVC
$637M
$377K ﹤0.01%
9,614
+2,310
AGEM
4795
abrdn Emerging Markets Dividend Active ETF
AGEM
$208M
$376K ﹤0.01%
11,372
+159
CVY icon
4796
Invesco Zacks Multi-Asset Income ETF
CVY
$113M
$374K ﹤0.01%
14,519
-2,303
DNUT icon
4797
Krispy Kreme
DNUT
$704M
$374K ﹤0.01%
128,401
-312,342
EIDO icon
4798
iShares MSCI Indonesia ETF
EIDO
$319M
$372K ﹤0.01%
21,112
-7,072
HCAT icon
4799
Health Catalyst
HCAT
$207M
$370K ﹤0.01%
98,188
-55,129
CADL icon
4800
Candel Therapeutics
CADL
$254M
$370K ﹤0.01%
73,123
-106,128