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
OSUR icon
4951
OraSure Technologies
OSUR
$172M
$341K ﹤0.01%
106,346
-23,134
OLPX icon
4952
Olaplex Holdings
OLPX
$754M
$341K ﹤0.01%
260,160
+198,864
KBWR icon
4953
Invesco KBW Regional Banking ETF
KBWR
$52.1M
$339K ﹤0.01%
5,592
-366
FXC icon
4954
Invesco CurrencyShares Canadian Dollar Trust
FXC
$80M
$338K ﹤0.01%
4,813
-1,877
BBCB icon
4955
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$39.4M
$336K ﹤0.01%
7,272
-1,293
BTSGU icon
4956
BrightSpring Health Services Unit
BTSGU
$965M
$336K ﹤0.01%
3,324
-24,742
EPU icon
4957
iShares MSCI Peru and Global Exposure ETF
EPU
$240M
$335K ﹤0.01%
5,450
+668
KRUS icon
4958
Kura Sushi USA
KRUS
$608M
$334K ﹤0.01%
5,623
+287
DFEB icon
4959
FT Vest US Equity Deep Buffer ETF February
DFEB
$394M
$333K ﹤0.01%
+7,149
AIP icon
4960
Arteris
AIP
$595M
$332K ﹤0.01%
32,919
-24,174
DDM icon
4961
ProShares Ultra Dow30
DDM
$503M
$332K ﹤0.01%
6,192
CCLD icon
4962
CareCloud
CCLD
$131M
$332K ﹤0.01%
103,381
+17,158
DKL icon
4963
Delek Logistics
DKL
$2.46B
$332K ﹤0.01%
7,286
+3,092
CHGG icon
4964
Chegg
CHGG
$101M
$331K ﹤0.01%
219,258
+76,114
MOTG icon
4965
VanEck Morningstar Global Wide Moat ETF
MOTG
$17.8M
$329K ﹤0.01%
7,311
+41
ZUMZ icon
4966
Zumiez
ZUMZ
$440M
$329K ﹤0.01%
16,772
-84,436
ZBIO
4967
Zenas BioPharma
ZBIO
$2.12B
$329K ﹤0.01%
14,809
+818
MVT icon
4968
BlackRock MuniVest Fund II
MVT
$222M
$328K ﹤0.01%
30,882
-8,321
FAS icon
4969
Direxion Daily Financial Bull 3x Shares
FAS
$2.53B
$326K ﹤0.01%
1,830
-2,307
OM icon
4970
Outset Medical
OM
$81.5M
$325K ﹤0.01%
23,051
-112,839
TAYD icon
4971
Taylor Devices
TAYD
$156M
$323K ﹤0.01%
6,585
+4,432
SI
4972
Shoulder Innovations Inc
SI
$316M
$322K ﹤0.01%
+25,670
ULH icon
4973
Universal Logistics Holdings
ULH
$407M
$322K ﹤0.01%
13,743
+655
CCCX
4974
Churchill Capital Corp X
CCCX
$717M
$322K ﹤0.01%
+25,000
LEGH icon
4975
Legacy Housing
LEGH
$476M
$321K ﹤0.01%
11,660
-2,981