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
WH icon
1776
Wyndham Hotels & Resorts
WH
$5.58B
$33.8M ﹤0.01%
416,616
-230,151
CMC icon
1777
Commercial Metals
CMC
$7.09B
$33.8M ﹤0.01%
690,993
+13,767
JETS icon
1778
US Global Jets ETF
JETS
$809M
$33.8M ﹤0.01%
1,470,649
+1,292,923
EEFT icon
1779
Euronet Worldwide
EEFT
$3.09B
$33.7M ﹤0.01%
332,848
+45,073
AMRZ
1780
Amrize Ltd
AMRZ
$27.8B
$33.7M ﹤0.01%
+680,835
JPC icon
1781
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$33.7M ﹤0.01%
4,201,219
+103,969
CNO icon
1782
CNO Financial Group
CNO
$3.93B
$33.7M ﹤0.01%
873,167
-38,557
NYF icon
1783
iShares New York Muni Bond ETF
NYF
$1.01B
$33.6M ﹤0.01%
645,341
+81,191
NNN icon
1784
NNN REIT
NNN
$7.8B
$33.6M ﹤0.01%
778,030
+105,137
QGRW icon
1785
WisdomTree US Quality Growth Fund
QGRW
$2.04B
$33.5M ﹤0.01%
638,317
+41,521
RMBS icon
1786
Rambus
RMBS
$10.2B
$33.5M ﹤0.01%
523,889
+127,172
CFA icon
1787
VictoryShares US 500 Volatility Wtd ETF
CFA
$523M
$33.4M ﹤0.01%
380,214
-12,378
EOS
1788
Eaton Vance Enhance Equity Income Fund II
EOS
$1.21B
$33.4M ﹤0.01%
1,378,577
+8,681
TLTW icon
1789
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.64B
$33.3M ﹤0.01%
1,437,861
+425,846
EWD icon
1790
iShares MSCI Sweden ETF
EWD
$309M
$33.3M ﹤0.01%
728,425
-21,648
GOLF icon
1791
Acushnet Holdings
GOLF
$4.96B
$33.3M ﹤0.01%
457,460
+110,245
VNT icon
1792
Vontier
VNT
$5.18B
$33.3M ﹤0.01%
902,218
+82,751
BSM icon
1793
Black Stone Minerals
BSM
$2.96B
$33.3M ﹤0.01%
2,543,814
+17,556
ESLT icon
1794
Elbit Systems
ESLT
$21.8B
$33.3M ﹤0.01%
73,985
+38,828
IXP icon
1795
iShares Global Comm Services ETF
IXP
$850M
$33.2M ﹤0.01%
295,753
+239,685
TPL icon
1796
Texas Pacific Land
TPL
$19.8B
$33.1M ﹤0.01%
31,306
-4,376
INSP icon
1797
Inspire Medical Systems
INSP
$3.7B
$33M ﹤0.01%
254,474
+148,060
EZM icon
1798
WisdomTree US MidCap Fund
EZM
$814M
$33M ﹤0.01%
533,933
+18,410
ABM icon
1799
ABM Industries
ABM
$2.63B
$33M ﹤0.01%
698,434
+2,396
KBR icon
1800
KBR
KBR
$5.18B
$33M ﹤0.01%
687,337
-307,897