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
FTC icon
2126
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.23B
$24.2M ﹤0.01%
150,704
-3,373
SHOO icon
2127
Steven Madden
SHOO
$3.02B
$24.2M ﹤0.01%
721,941
-114,555
ERO icon
2128
Ero Copper
ERO
$2.44B
$24.2M ﹤0.01%
1,194,418
-581,214
EGO icon
2129
Eldorado Gold
EGO
$5.84B
$24.2M ﹤0.01%
836,093
+29,338
SMFG icon
2130
Sumitomo Mitsui Financial
SMFG
$112B
$24.1M ﹤0.01%
1,442,394
-479,318
LAD icon
2131
Lithia Motors
LAD
$7.7B
$24.1M ﹤0.01%
76,343
-121,074
KIE icon
2132
State Street SPDR S&P Insurance ETF
KIE
$697M
$24.1M ﹤0.01%
406,450
-11,874
ATMU icon
2133
Atmus Filtration Technologies
ATMU
$3.91B
$24M ﹤0.01%
533,139
-46,925
PSN icon
2134
Parsons
PSN
$8.97B
$24M ﹤0.01%
289,855
-234,019
RAL
2135
Ralliant Corp
RAL
$5.43B
$24M ﹤0.01%
548,333
-163,885
IGE icon
2136
iShares North American Natural Resources ETF
IGE
$621M
$23.9M ﹤0.01%
488,210
-165,695
HOMB icon
2137
Home BancShares
HOMB
$5.58B
$23.9M ﹤0.01%
845,914
+345,027
UPWK icon
2138
Upwork
UPWK
$2.57B
$23.9M ﹤0.01%
1,288,926
+538,045
MDYG icon
2139
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.41B
$23.9M ﹤0.01%
261,389
-60,223
KSA icon
2140
iShares MSCI Saudi Arabia ETF
KSA
$650M
$23.9M ﹤0.01%
589,203
+302,092
ADPT icon
2141
Adaptive Biotechnologies
ADPT
$3.1B
$23.9M ﹤0.01%
1,597,999
-259,169
FFBC icon
2142
First Financial Bancorp
FFBC
$2.49B
$23.9M ﹤0.01%
945,401
+104,550
CPA icon
2143
Copa Holdings
CPA
$4.93B
$23.9M ﹤0.01%
200,787
-6,941
AUB icon
2144
Atlantic Union Bankshares
AUB
$4.88B
$23.8M ﹤0.01%
675,786
+25,329
ESI icon
2145
Element Solutions
ESI
$6.27B
$23.8M ﹤0.01%
947,234
+237,109
MTSR
2146
DELISTED
Metsera Inc
MTSR
$23.8M ﹤0.01%
455,605
+404,928
VIRT icon
2147
Virtu Financial
VIRT
$2.95B
$23.8M ﹤0.01%
670,223
-243,149
CWEN icon
2148
Clearway Energy Class C
CWEN
$4.32B
$23.8M ﹤0.01%
842,151
+172,275
GENI icon
2149
Genius Sports
GENI
$2.36B
$23.7M ﹤0.01%
1,917,828
+44,050
GDXJ icon
2150
VanEck Junior Gold Miners ETF
GDXJ
$8.52B
$23.7M ﹤0.01%
239,555
-41,094