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
USCL icon
4851
iShares Climate Conscious & Transition MSCI USA ETF
USCL
$2.64B
$333K ﹤0.01%
4,504
-8,291
ULH icon
4852
Universal Logistics Holdings
ULH
$395M
$332K ﹤0.01%
13,088
-313
LEGH icon
4853
Legacy Housing
LEGH
$476M
$332K ﹤0.01%
14,641
+1,515
RCEL icon
4854
Avita Medical
RCEL
$113M
$331K ﹤0.01%
62,551
+20,767
TTEC icon
4855
TTEC Holdings
TTEC
$163M
$331K ﹤0.01%
68,780
-34,778
CEVA icon
4856
CEVA Inc
CEVA
$583M
$331K ﹤0.01%
15,037
-6,978
TLTD icon
4857
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$583M
$330K ﹤0.01%
3,950
-435
METC icon
4858
Ramaco Resources Class A
METC
$1.04B
$327K ﹤0.01%
24,917
-24,300
TCMD icon
4859
Tactile Systems Technology
TCMD
$574M
$327K ﹤0.01%
32,249
-18,300
ANIK icon
4860
Anika Therapeutics
ANIK
$142M
$327K ﹤0.01%
30,862
-2,269
FDNI icon
4861
First Trust Dow Jones International Internet ETF
FDNI
$88.3M
$326K ﹤0.01%
9,702
-15,275
CMT icon
4862
Core Molding Technologies
CMT
$162M
$326K ﹤0.01%
19,639
-816
RSVR icon
4863
Reservoir Media
RSVR
$500M
$325K ﹤0.01%
42,356
+10,120
AVS
4864
Direxion Daily AVGO Bear 1X Shares
AVS
$10.5M
$325K ﹤0.01%
25,005
+5
FDV icon
4865
Federated Hermes US Strategic Dividend ETF
FDV
$519M
$323K ﹤0.01%
11,759
+2,664
ORMP icon
4866
Oramed Pharmaceuticals
ORMP
$113M
$323K ﹤0.01%
143,406
-20,289
TKC icon
4867
Turkcell
TKC
$4.87B
$323K ﹤0.01%
53,322
-29,251
FELG icon
4868
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.63B
$320K ﹤0.01%
8,651
+6,187
GHI icon
4869
Greystone Housing Impact Investors LP
GHI
$166M
$319K ﹤0.01%
28,156
-1,887
TASK icon
4870
TaskUs
TASK
$1.04B
$319K ﹤0.01%
19,012
-317,362
FFA
4871
First Trust Enhanced Equity Income Fund
FFA
$438M
$319K ﹤0.01%
15,553
-30
TSSI
4872
TSS Inc
TSSI
$278M
$317K ﹤0.01%
11,000
-53,798
FULC icon
4873
Fulcrum Therapeutics
FULC
$592M
$316K ﹤0.01%
45,989
-10,146
FLMX icon
4874
Franklin FTSE Mexico ETF
FLMX
$62M
$316K ﹤0.01%
10,651
-103
BKT icon
4875
BlackRock Income Trust
BKT
$360M
$316K ﹤0.01%
26,912