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
MTH icon
1176
Meritage Homes
MTH
$5.2B
$79.7M 0.01%
1,190,473
+565,701
RYAN icon
1177
Ryan Specialty Holdings
RYAN
$7.48B
$79.6M 0.01%
1,171,141
+375,191
UMBF icon
1178
UMB Financial
UMBF
$8.51B
$79.5M 0.01%
755,992
-64,310
BZ icon
1179
Kanzhun
BZ
$10.2B
$79.1M 0.01%
4,436,569
-1,715,674
SPBO icon
1180
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.76B
$79M 0.01%
2,702,160
+71,447
AXSM icon
1181
Axsome Therapeutics
AXSM
$7.61B
$78.7M 0.01%
753,429
+219,527
NWG icon
1182
NatWest
NWG
$65.6B
$78.6M 0.01%
5,554,910
+231,732
CNMD icon
1183
CONMED
CNMD
$1.36B
$78.6M 0.01%
1,509,178
+115,232
PTNQ icon
1184
Pacer Trendpilot 100 ETF
PTNQ
$1.28B
$78.4M 0.01%
1,098,718
-70,773
GSY icon
1185
Invesco Ultra Short Duration ETF
GSY
$3.21B
$78.2M 0.01%
1,560,270
+406,664
OVV icon
1186
Ovintiv
OVV
$10.2B
$78.1M 0.01%
2,053,605
+204,303
NTRS icon
1187
Northern Trust
NTRS
$24.8B
$78.1M 0.01%
615,862
-128,732
IBTH icon
1188
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.79B
$78M 0.01%
3,467,375
+779,722
ERIE icon
1189
Erie Indemnity
ERIE
$15.4B
$77.7M 0.01%
224,130
+101,451
AXS icon
1190
AXIS Capital
AXS
$7.87B
$77.6M 0.01%
747,511
+3,128
KNSL icon
1191
Kinsale Capital Group
KNSL
$8.87B
$77.5M 0.01%
160,206
+29,610
SCHB icon
1192
Schwab US Broad Market ETF
SCHB
$38.1B
$77.5M 0.01%
3,250,928
+107,478
FIVE icon
1193
Five Below
FIVE
$9.21B
$77.4M 0.01%
589,722
+62,895
AR icon
1194
Antero Resources
AR
$10.8B
$77.3M 0.01%
1,917,831
+194,779
PTA icon
1195
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.07B
$77.2M 0.01%
3,897,344
+135,103
ENSG icon
1196
The Ensign Group
ENSG
$10.8B
$77.1M 0.01%
499,723
+74,019
XMMO icon
1197
Invesco S&P MidCap Momentum ETF
XMMO
$4.96B
$76.9M 0.01%
597,656
+42,015
SIZE icon
1198
iShares MSCI USA Size Factor ETF
SIZE
$370M
$76.7M 0.01%
496,477
+21,936
CW icon
1199
Curtiss-Wright
CW
$20.8B
$76.5M 0.01%
156,676
+9,268
ZM icon
1200
Zoom
ZM
$25B
$76.5M 0.01%
981,323
+47,999