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
DIOD icon
2251
Diodes
DIOD
$2.1B
$20.7M ﹤0.01%
388,716
-28,732
TDS icon
2252
Telephone and Data Systems
TDS
$4.53B
$20.6M ﹤0.01%
526,105
-188,268
LKFN icon
2253
Lakeland Financial Corp
LKFN
$1.51B
$20.6M ﹤0.01%
321,031
+130,897
BCAT icon
2254
BlackRock Capital Allocation Term Trust
BCAT
$1.49B
$20.6M ﹤0.01%
1,392,986
-31,028
LX
2255
LexinFintech Holdings
LX
$575M
$20.6M ﹤0.01%
3,861,508
+2,942,964
GDS icon
2256
GDS Holdings
GDS
$6.52B
$20.5M ﹤0.01%
529,536
+298,963
CUZ icon
2257
Cousins Properties
CUZ
$4.29B
$20.5M ﹤0.01%
707,907
+2,065
XT icon
2258
iShares Future Exponential Technologies ETF
XT
$3.62B
$20.5M ﹤0.01%
284,758
-2,894
ATKR icon
2259
Atkore
ATKR
$2.19B
$20.5M ﹤0.01%
326,071
-124,115
FLCO icon
2260
Franklin Investment Grade Corporate ETF
FLCO
$567M
$20.5M ﹤0.01%
934,845
-7,784
AVDL
2261
Avadel Pharmaceuticals
AVDL
$2.25B
$20.4M ﹤0.01%
1,338,742
+1,194,509
CDL icon
2262
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$356M
$20.4M ﹤0.01%
293,682
+5,336
SGRY icon
2263
Surgery Partners
SGRY
$2.18B
$20.4M ﹤0.01%
943,811
+641,019
SPHR icon
2264
Sphere Entertainment
SPHR
$2.89B
$20.4M ﹤0.01%
328,511
-177,187
IBDZ
2265
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$526M
$20.4M ﹤0.01%
770,108
+77,649
CIFR icon
2266
Cipher Mining
CIFR
$6.92B
$20.4M ﹤0.01%
1,618,076
+211,925
SPGM icon
2267
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.28B
$20.4M ﹤0.01%
271,911
+23,623
CALX icon
2268
Calix
CALX
$3.71B
$20.4M ﹤0.01%
331,857
+6,186
KNF icon
2269
Knife River
KNF
$4.23B
$20.3M ﹤0.01%
264,204
+43,523
SIRI icon
2270
SiriusXM
SIRI
$7.06B
$20.3M ﹤0.01%
872,568
-1,125,432
CUK icon
2271
Carnival PLC
CUK
$31B
$20.3M ﹤0.01%
767,295
-313,680
UTF icon
2272
Cohen & Steers Infrastructure Fund
UTF
$2.35B
$20.3M ﹤0.01%
816,919
-51,290
MDU icon
2273
MDU Resources
MDU
$4.32B
$20.2M ﹤0.01%
1,136,411
+136,062
BXMT icon
2274
Blackstone Mortgage Trust
BXMT
$3.24B
$20.2M ﹤0.01%
1,098,567
-17,509
TBBK icon
2275
The Bancorp
TBBK
$2.83B
$20.2M ﹤0.01%
269,944
+78,687