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
BCI icon
1451
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.99B
$53.5M ﹤0.01%
2,577,292
+667,534
IRTC icon
1452
iRhythm Technologies
IRTC
$6.01B
$53.5M ﹤0.01%
347,632
-24,288
RRX icon
1453
Regal Rexnord
RRX
$9.67B
$53.4M ﹤0.01%
368,081
+120,084
IBMP icon
1454
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$578M
$53.3M ﹤0.01%
2,102,054
+147,979
ICLN icon
1455
iShares Global Clean Energy ETF
ICLN
$1.98B
$53.2M ﹤0.01%
4,061,304
-269,548
FNB icon
1456
FNB Corp
FNB
$5.97B
$53.2M ﹤0.01%
3,650,106
+11,905
PENN icon
1457
PENN Entertainment
PENN
$1.96B
$53.1M ﹤0.01%
2,969,941
-116,163
EXAS icon
1458
Exact Sciences
EXAS
$19.3B
$53.1M ﹤0.01%
998,606
+21,980
GBDC icon
1459
Golub Capital BDC
GBDC
$3.68B
$53.1M ﹤0.01%
3,621,790
+197,996
IX icon
1460
ORIX
IX
$30.1B
$53M ﹤0.01%
2,353,948
+99,516
SMMV icon
1461
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$295M
$53M ﹤0.01%
1,261,708
+746
POST icon
1462
Post Holdings
POST
$5.36B
$53M ﹤0.01%
486,037
-74,842
EQH icon
1463
Equitable Holdings
EQH
$13.4B
$53M ﹤0.01%
944,372
-3,769
MMYT icon
1464
MakeMyTrip
MMYT
$6.69B
$52.9M ﹤0.01%
540,035
-45,429
IAI icon
1465
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.61B
$52.8M ﹤0.01%
312,309
+134,383
SMMU icon
1466
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$944M
$52.8M ﹤0.01%
1,052,638
-17,946
SPHD icon
1467
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.06B
$52.8M ﹤0.01%
1,109,919
+3,403
AHR icon
1468
American Healthcare REIT
AHR
$9.41B
$52.7M ﹤0.01%
1,435,651
+360,318
IYE icon
1469
iShares US Energy ETF
IYE
$1.12B
$52.7M ﹤0.01%
1,166,212
-41,300
TECH icon
1470
Bio-Techne
TECH
$10.1B
$52.7M ﹤0.01%
1,023,920
-39,633
IBMQ icon
1471
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$533M
$52.6M ﹤0.01%
2,070,507
+143,626
PCTY icon
1472
Paylocity
PCTY
$7.99B
$52.5M ﹤0.01%
289,553
+128,972
STN icon
1473
Stantec
STN
$11B
$52.4M ﹤0.01%
482,425
-361,342
GNR icon
1474
SPDR S&P Global Natural Resources ETF
GNR
$3.59B
$52.4M ﹤0.01%
966,621
+284,392
RNA icon
1475
Avidity Biosciences
RNA
$10.8B
$52.2M ﹤0.01%
1,839,315
+264,827