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 | |
|---|---|---|---|---|---|---|
|
WNS
2101
DELISTED
WNS Holdings
WNS
| $22.5M | ﹤0.01% |
355,810
+28,030
|
|
||
2102
Western Union
WU
$2.76B
| $22.5M | ﹤0.01% |
2,670,885
+875,844
|
|
||
2103
RH
RH
$2.99B
| $22.5M | ﹤0.01% |
118,969
-41,602
|
|
||
2104
SPDR S&P Emerging Markets Dividend ETF
EDIV
$930M
| $22.5M | ﹤0.01% |
589,465
+291,639
|
|
||
2105
Donaldson
DCI
$10.4B
| $22.5M | ﹤0.01% |
324,000
-31,267
|
|
||
2106
IAC Inc
IAC
$2.68B
| $22.5M | ﹤0.01% |
601,586
+103,206
|
|
||
2107
SPDR S&P International Small Cap ETF
GWX
$770M
| $22.4M | ﹤0.01% |
603,490
-1,956
|
|
||
2108
Southwest Gas
SWX
$5.95B
| $22.4M | ﹤0.01% |
301,427
+75,440
|
|
||
2109
Champion Homes
SKY
$4.81B
| $22.4M | ﹤0.01% |
357,438
+109,365
|
|
||
2110
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
| $22.4M | ﹤0.01% |
927,449
+17,545
|
|
||
|
PARA
2111
DELISTED
Paramount Global Class B
PARA
| $22.3M | ﹤0.01% |
1,727,212
-548,561
|
|
||
2112
Tenaris
TS
$20.6B
| $22.3M | ﹤0.01% |
595,604
+191,858
|
|
||
2113
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
| $22.3M | ﹤0.01% |
220,608
+60,335
|
|
||
2114
Terex
TEX
$3B
| $22.2M | ﹤0.01% |
476,510
+170,339
|
|
||
2115
Global X Copper Miners ETF NEW
COPX
$3.4B
| $22.2M | ﹤0.01% |
494,342
-76,487
|
|
||
2116
Apple Hospitality REIT
APLE
$2.83B
| $22.2M | ﹤0.01% |
1,904,629
+569,109
|
|
||
2117
State Street SPDR S&P Semiconductor ETF
XSD
$1.58B
| $22.2M | ﹤0.01% |
86,623
-1,215
|
|
||
2118
ESAB
ESAB
$6.8B
| $22.2M | ﹤0.01% |
184,303
-10,680
|
|
||
|
MAG
2119
DELISTED
MAG Silver
MAG
| $22.2M | ﹤0.01% |
1,049,503
+973,800
|
|
||
2120
Quaker Houghton
KWR
$2.4B
| $22.1M | ﹤0.01% |
197,838
+2,473
|
|
||
2121
Apogee Therapeutics
APGE
$4.81B
| $22.1M | ﹤0.01% |
508,987
+83,107
|
|
||
2122
Diodes
DIOD
$2.14B
| $22.1M | ﹤0.01% |
417,448
+61,177
|
|
||
|
TIGR
2123
UP Fintech Holding
TIGR
$1.52B
| $22M | ﹤0.01% |
2,282,337
+1,257,251
|
|
||
2124
ADMA Biologics
ADMA
$4.56B
| $22M | ﹤0.01% |
1,208,939
+507,164
|
|
||
2125
VF Corp
VFC
$6.75B
| $22M | ﹤0.01% |
1,871,942
-4,260,720
|
|