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.
1 Year Est. Return
+19.29%
AUM
$1.24T
AUM Growth
+$115B
(+10%)
Holding
7,626
Top Buys
| 1 | +$2.03B | |
| 2 | +$1.82B | |
| 3 | +$1.76B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.43B |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.11B |
Top Sells
| 1 | +$2.79B | |
| 2 | +$2.49B | |
| 3 | +$1.46B | |
| 4 |
NVIDIA
NVDA
|
+$1.28B |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2001
Viavi Solutions
VIAV
$4.01B
| $25.8M | ﹤0.01% |
2,562,947
+453,990
|
|
||
2002
iShares Micro-Cap ETF
IWC
$1.05B
| $25.8M | ﹤0.01% |
202,001
-28,234
|
|
||
2003
TripAdvisor
TRIP
$1.73B
| $25.7M | ﹤0.01% |
1,967,987
+34,093
|
|
||
2004
PotlatchDeltic
PCH
$3.09B
| $25.6M | ﹤0.01% |
668,365
-58,917
|
|
||
2005
Maximus
MMS
$4.7B
| $25.5M | ﹤0.01% |
363,923
+18,502
|
|
||
2006
Core Scientific
CORZ
$5.02B
| $25.5M | ﹤0.01% |
1,495,039
+361,120
|
|
||
2007
BioCryst Pharmaceuticals
BCRX
$1.49B
| $25.5M | ﹤0.01% |
2,841,155
+1,405,498
|
|
||
2008
Visteon
VC
$2.81B
| $25.5M | ﹤0.01% |
272,831
-112,979
|
|
||
2009
Vital Farms
VITL
$1.44B
| $25.5M | ﹤0.01% |
660,742
+34,728
|
|
||
2010
Telephone and Data Systems
TDS
$4.59B
| $25.4M | ﹤0.01% |
714,373
+52,379
|
|
||
2011
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$436M
| $25.4M | ﹤0.01% |
472,309
-47,363
|
|
||
2012
Rigetti Computing
RGTI
$8.44B
| $25.4M | ﹤0.01% |
2,138,688
-163,607
|
|
||
2013
Ashland
ASH
$2.4B
| $25.3M | ﹤0.01% |
504,048
+15,134
|
|
||
2014
Twist Bioscience
TWST
$1.94B
| $25.3M | ﹤0.01% |
688,332
+405,560
|
|
||
2015
Schwab US Mid-Cap ETF
SCHM
$12.1B
| $25.3M | ﹤0.01% |
902,583
-138,696
|
|
||
2016
Triumph Financial Inc
TFIN
$1.3B
| $25.3M | ﹤0.01% |
459,109
+77,390
|
|
||
|
NGD
2017
New Gold Inc
NGD
$6.21B
| $25.3M | ﹤0.01% |
5,104,969
-2,309,007
|
|
||
2018
Tredegar Corp
TG
$270M
| $25.3M | ﹤0.01% |
2,870,828
-51
|
|
||
2019
Grab
GRAB
$21.7B
| $25.2M | ﹤0.01% |
5,003,046
-2,730,493
|
|
||
2020
Cognex
CGNX
$6.4B
| $25.2M | ﹤0.01% |
793,335
+89,194
|
|
||
2021
Energy Fuels
UUUU
$3.41B
| $25.1M | ﹤0.01% |
4,366,108
+2,111,466
|
|
||
2022
West Fraser Timber
WFG
$4.79B
| $25.1M | ﹤0.01% |
342,060
-199,655
|
|
||
2023
State Street SPDR S&P Insurance ETF
KIE
$699M
| $25M | ﹤0.01% |
418,324
-40,001
|
|
||
2024
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
| $25M | ﹤0.01% |
226,970
+10,567
|
|
||
2025
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$466M
| $24.9M | ﹤0.01% |
619,338
-30,780
|
|