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
FND icon
1326
Floor & Decor
FND
$6.98B
$64.3M ﹤0.01%
846,162
+24,789
SLM icon
1327
SLM Corp
SLM
$5.9B
$64.2M ﹤0.01%
1,959,385
+592,933
SPTM icon
1328
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$64.1M ﹤0.01%
856,384
+58,757
INTA icon
1329
Intapp
INTA
$3.49B
$64.1M ﹤0.01%
1,241,794
+444,778
LTH icon
1330
Life Time Group Holdings
LTH
$6.15B
$64.1M ﹤0.01%
2,111,978
+1,017,609
WMS icon
1331
Advanced Drainage Systems
WMS
$11.9B
$63.8M ﹤0.01%
555,841
+118,586
SPEM icon
1332
SPDR Portfolio Emerging Markets ETF
SPEM
$15.1B
$63.8M ﹤0.01%
1,491,840
+22,853
RWO icon
1333
SPDR Dow Jones Global Real Estate ETF
RWO
$1.16B
$63.7M ﹤0.01%
1,443,869
+19,898
ASHR icon
1334
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.69B
$63.6M ﹤0.01%
2,309,769
+212,929
WCC icon
1335
WESCO International
WCC
$12.9B
$63.5M ﹤0.01%
342,751
+76,449
EG icon
1336
Everest Group
EG
$13.1B
$63.4M ﹤0.01%
186,650
+5,373
JSMD icon
1337
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$755M
$63.4M ﹤0.01%
816,161
-32,893
SITE icon
1338
SiteOne Landscape Supply
SITE
$6.04B
$63.4M ﹤0.01%
523,936
-25,196
AIZ icon
1339
Assurant
AIZ
$11.4B
$63.2M ﹤0.01%
320,249
+33,492
FROG icon
1340
JFrog
FROG
$7.21B
$63.1M ﹤0.01%
1,437,352
+6,161
WULF icon
1341
TeraWulf
WULF
$6.21B
$63M ﹤0.01%
14,392,299
+2,617,617
SIGI icon
1342
Selective Insurance
SIGI
$4.8B
$62.9M ﹤0.01%
725,980
+207,258
SHO icon
1343
Sunstone Hotel Investors
SHO
$1.78B
$62.8M ﹤0.01%
7,240,157
+867,137
NXT icon
1344
Nextpower Inc
NXT
$13.5B
$62.7M ﹤0.01%
1,154,093
+83,519
GTLS icon
1345
Chart Industries
GTLS
$9.16B
$62.7M ﹤0.01%
380,897
+79,837
NWE icon
1346
NorthWestern Energy
NWE
$4.19B
$62.7M ﹤0.01%
1,222,376
+484,266
DTH icon
1347
WisdomTree International High Dividend Fund
DTH
$502M
$62.6M ﹤0.01%
1,351,194
-95,233
EQL icon
1348
ALPS Equal Sector Weight ETF
EQL
$541M
$62.4M ﹤0.01%
1,424,257
+166,819
ESGV icon
1349
Vanguard ESG US Stock ETF
ESGV
$11.7B
$62.3M ﹤0.01%
568,075
-2,736
CPNG icon
1350
Coupang
CPNG
$50.9B
$62M ﹤0.01%
2,070,420
-238,051