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
SEM icon
2226
Select Medical
SEM
$1.93B
$21.5M ﹤0.01%
1,673,302
+54,640
INSP icon
2227
Inspire Medical Systems
INSP
$3.79B
$21.4M ﹤0.01%
288,828
+34,354
GOLF icon
2228
Acushnet Holdings
GOLF
$4.94B
$21.4M ﹤0.01%
272,937
-184,523
LAZ icon
2229
Lazard
LAZ
$4.78B
$21.4M ﹤0.01%
405,830
-82,827
ALRM icon
2230
Alarm.com
ALRM
$2.62B
$21.3M ﹤0.01%
401,472
-21,305
QQEW icon
2231
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.85B
$21.3M ﹤0.01%
150,796
-15,543
BSTZ icon
2232
BlackRock Science and Technology Term Trust
BSTZ
$1.48B
$21.3M ﹤0.01%
959,947
+138,030
CWH icon
2233
Camping World
CWH
$721M
$21.2M ﹤0.01%
1,345,777
+755,665
AGX icon
2234
Argan
AGX
$5.16B
$21.2M ﹤0.01%
78,669
+2,951
PIPR icon
2235
Piper Sandler
PIPR
$5.57B
$21.2M ﹤0.01%
61,146
+17,652
CHEF icon
2236
Chefs' Warehouse
CHEF
$2.53B
$21.2M ﹤0.01%
363,456
+242,233
FINV
2237
FinVolution Group
FINV
$1.33B
$21.1M ﹤0.01%
2,863,886
-758,810
EFSC icon
2238
Enterprise Financial Services Corp
EFSC
$2.05B
$21.1M ﹤0.01%
363,587
+56,884
CRC icon
2239
California Resources
CRC
$3.88B
$21.1M ﹤0.01%
396,228
+128,462
JFR icon
2240
Nuveen Floating Rate Income Fund
JFR
$1.27B
$21M ﹤0.01%
2,573,208
+26,092
FHB icon
2241
First Hawaiian
FHB
$3.13B
$20.9M ﹤0.01%
841,909
+137,309
IWX icon
2242
iShares Russell Top 200 Value ETF
IWX
$3B
$20.9M ﹤0.01%
237,399
+29,001
DRIV icon
2243
Global X Autonomous & Electric Vehicles ETF
DRIV
$321M
$20.8M ﹤0.01%
736,766
+4,326
ZK icon
2244
Zeekr
ZK
$6.88B
$20.8M ﹤0.01%
683,474
+679,405
NBIS
2245
Nebius Group N.V.
NBIS
$22.4B
$20.8M ﹤0.01%
185,121
-158,355
FXL icon
2246
First Trust Technology AlphaDEX Fund
FXL
$1.39B
$20.8M ﹤0.01%
123,686
-2,944
ETW
2247
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$982M
$20.8M ﹤0.01%
2,294,849
+6,196
FLO icon
2248
Flowers Foods
FLO
$2.27B
$20.8M ﹤0.01%
1,590,384
-251,601
NE icon
2249
Noble Corp
NE
$4.84B
$20.7M ﹤0.01%
731,479
+224,862
PAYO icon
2250
Payoneer
PAYO
$2.03B
$20.7M ﹤0.01%
3,419,039
+239,598