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
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TGNA icon
2051
TEGNA Inc
TGNA
$3.16B
$26.3M ﹤0.01%
1,294,659
+195,872
IVOV icon
2052
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.09B
$26.3M ﹤0.01%
260,556
+12,239
KWR icon
2053
Quaker Houghton
KWR
$2.42B
$26.2M ﹤0.01%
199,224
+1,386
HSAI
2054
Hesai Group
HSAI
$3.16B
$26.2M ﹤0.01%
933,834
-274,498
ARWR icon
2055
Arrowhead Research
ARWR
$6.47B
$26.2M ﹤0.01%
760,687
+136,191
MAC icon
2056
Macerich
MAC
$4.36B
$26.2M ﹤0.01%
1,441,213
-46,997
VFC icon
2057
VF Corp
VFC
$6.74B
$26.2M ﹤0.01%
1,812,377
-59,565
KGS icon
2058
Kodiak Gas Services
KGS
$3B
$26.1M ﹤0.01%
706,802
-13,645
RUSHA icon
2059
Rush Enterprises Class A
RUSHA
$3.99B
$26.1M ﹤0.01%
488,583
-205,775
SCHM icon
2060
Schwab US Mid-Cap ETF
SCHM
$12.1B
$26.1M ﹤0.01%
880,376
-22,207
ABM icon
2061
ABM Industries
ABM
$2.63B
$26M ﹤0.01%
564,176
-134,258
TEF icon
2062
Telefonica
TEF
$24B
$26M ﹤0.01%
5,121,253
-45,623
CGAU
2063
Centerra Gold
CGAU
$2.49B
$26M ﹤0.01%
2,419,303
-102,600
SNSR icon
2064
Global X Internet of Things ETF
SNSR
$196M
$25.8M ﹤0.01%
662,525
+9,085
CTA icon
2065
Simplify Managed Futures Strategy ETF
CTA
$1.15B
$25.8M ﹤0.01%
923,921
-803,800
CHI
2066
Calamos Convertible Opportunities and Income Fund
CHI
$829M
$25.8M ﹤0.01%
2,394,478
+109,905
CVI icon
2067
CVR Energy
CVI
$3.44B
$25.8M ﹤0.01%
706,504
+355,412
DWM icon
2068
WisdomTree International Equity Fund
DWM
$612M
$25.7M ﹤0.01%
387,961
+20,809
PRO icon
2069
PROS Holdings
PRO
$1.12B
$25.7M ﹤0.01%
1,121,170
+789,701
STBA icon
2070
S&T Bancorp
STBA
$1.55B
$25.6M ﹤0.01%
682,179
-63,039
PLXS icon
2071
Plexus
PLXS
$3.82B
$25.6M ﹤0.01%
177,203
-34
QFIN icon
2072
Qfin Holdings
QFIN
$2.54B
$25.6M ﹤0.01%
889,804
+264,666
PRAX icon
2073
Praxis Precision Medicines
PRAX
$4.61B
$25.6M ﹤0.01%
482,861
+29,458
ASTS icon
2074
AST SpaceMobile
ASTS
$15.4B
$25.6M ﹤0.01%
521,422
+57,980
ATRC icon
2075
AtriCure
ATRC
$1.91B
$25.6M ﹤0.01%
724,955
+14,782