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
CWEN icon
2151
Clearway Energy Class C
CWEN
$4.32B
$21.4M ﹤0.01%
669,876
+109,533
RDNT icon
2152
RadNet
RDNT
$6.39B
$21.4M ﹤0.01%
375,957
+24,900
VTEC icon
2153
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.45B
$21.4M ﹤0.01%
218,786
+142,189
SUZ icon
2154
Suzano
SUZ
$11.1B
$21.3M ﹤0.01%
2,267,395
-823,117
HUN icon
2155
Huntsman Corp
HUN
$1.75B
$21.3M ﹤0.01%
2,047,419
+763,729
NVTS icon
2156
Navitas Semiconductor
NVTS
$1.92B
$21.3M ﹤0.01%
3,249,269
-538,977
LBRT icon
2157
Liberty Energy
LBRT
$2.87B
$21.3M ﹤0.01%
1,852,813
+458,285
DDWM icon
2158
WisdomTree Dynamic International Equity Fund
DDWM
$1.03B
$21.3M ﹤0.01%
536,086
+45,656
IRDM icon
2159
Iridium Communications
IRDM
$1.72B
$21.2M ﹤0.01%
703,382
+24,923
SMOT icon
2160
VanEck Morningstar SMID Moat ETF
SMOT
$366M
$21.2M ﹤0.01%
609,663
+95,940
RVMD icon
2161
Revolution Medicines
RVMD
$15B
$21.2M ﹤0.01%
576,683
+130,121
JPLD icon
2162
JPMorgan Limited Duration Bond ETF
JPLD
$3.04B
$21.2M ﹤0.01%
405,944
+19,405
CUZ icon
2163
Cousins Properties
CUZ
$4.33B
$21.2M ﹤0.01%
705,842
+245,357
PIO icon
2164
Invesco Global Water ETF
PIO
$278M
$21.2M ﹤0.01%
474,291
-8,347
DBAW icon
2165
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$210M
$21.1M ﹤0.01%
577,310
+19,894
SPHR icon
2166
Sphere Entertainment
SPHR
$2.93B
$21.1M ﹤0.01%
505,698
-93,281
CIB icon
2167
Grupo Cibest SA
CIB
$15B
$21.1M ﹤0.01%
457,601
+16,866
RIOT icon
2168
Riot Platforms
RIOT
$5.56B
$21.1M ﹤0.01%
1,870,125
+548,655
ATMU icon
2169
Atmus Filtration Technologies
ATMU
$4.16B
$21.1M ﹤0.01%
580,064
-734,602
BB icon
2170
BlackBerry
BB
$2.4B
$21.1M ﹤0.01%
4,604,205
+2,590,732
BMEZ icon
2171
BlackRock Health Sciences Trust II
BMEZ
$978M
$21M ﹤0.01%
1,473,986
+86,374
TRN icon
2172
Trinity Industries
TRN
$2.12B
$20.9M ﹤0.01%
772,648
+386,102
DFAU icon
2173
Dimensional US Core Equity Market ETF
DFAU
$10.1B
$20.9M ﹤0.01%
492,415
+12,308
TCBI icon
2174
Texas Capital Bancshares
TCBI
$4.12B
$20.8M ﹤0.01%
262,279
+13,052
RLY icon
2175
State Street Multi-Asset Real Return ETF
RLY
$630M
$20.8M ﹤0.01%
715,255
-34,921