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
NEA icon
2326
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
$17.4M ﹤0.01%
1,593,672
-208,683
LZB icon
2327
La-Z-Boy
LZB
$1.63B
$17.4M ﹤0.01%
467,507
+76,629
SPIP icon
2328
State Street SPDR Portfolio TIPS ETF
SPIP
$991M
$17.4M ﹤0.01%
666,538
-14,990
BHF icon
2329
Brighthouse Financial
BHF
$3.74B
$17.4M ﹤0.01%
322,746
+176,101
CALX icon
2330
Calix
CALX
$3.7B
$17.3M ﹤0.01%
325,671
+51,129
ALKT icon
2331
Alkami Technology
ALKT
$2.2B
$17.3M ﹤0.01%
573,794
+268,892
GPOR icon
2332
Gulfport Energy Corp
GPOR
$4.22B
$17.3M ﹤0.01%
85,942
+15,319
ACLX icon
2333
Arcellx
ACLX
$4.24B
$17.3M ﹤0.01%
262,355
+98,685
COTY icon
2334
Coty
COTY
$2.89B
$17.3M ﹤0.01%
3,711,036
+1,076,848
BBD icon
2335
Banco Bradesco
BBD
$38.9B
$17.2M ﹤0.01%
5,574,264
+1,120,973
CGUS icon
2336
Capital Group Core Equity ETF
CGUS
$7.98B
$17.2M ﹤0.01%
465,996
+156,332
AEG icon
2337
Aegon
AEG
$12.4B
$17.2M ﹤0.01%
2,376,682
-549,064
ISCG icon
2338
iShares Morningstar Small-Cap Growth ETF
ISCG
$792M
$17.2M ﹤0.01%
344,809
-26,626
SPGM icon
2339
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.29B
$17.1M ﹤0.01%
248,288
-5,706
WRBY icon
2340
Warby Parker
WRBY
$2.4B
$17.1M ﹤0.01%
780,178
-324,521
CLOA icon
2341
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.44B
$17.1M ﹤0.01%
328,907
+327,932
DRIV icon
2342
Global X Autonomous & Electric Vehicles ETF
DRIV
$326M
$17.1M ﹤0.01%
732,440
-62,987
BSTZ icon
2343
BlackRock Science and Technology Term Trust
BSTZ
$1.5B
$17.1M ﹤0.01%
821,917
+94,124
QUBT icon
2344
Quantum Computing Inc
QUBT
$2.57B
$17M ﹤0.01%
888,642
-80,931
BTT icon
2345
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$17M ﹤0.01%
774,535
-86,065
ECML icon
2346
Euclidean Fundamental Value ETF
ECML
$132M
$17M ﹤0.01%
550,353
EFSC icon
2347
Enterprise Financial Services Corp
EFSC
$2.04B
$16.9M ﹤0.01%
306,703
+5,357
ASND icon
2348
Ascendis Pharma
ASND
$12.8B
$16.9M ﹤0.01%
97,818
-40,074
ARQT icon
2349
Arcutis Biotherapeutics
ARQT
$3.79B
$16.9M ﹤0.01%
1,202,513
+687,562
FUL icon
2350
H.B. Fuller
FUL
$3.17B
$16.9M ﹤0.01%
280,181
-14,085