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
JKS
2351
JinkoSolar
JKS
$1.33B
$16.9M ﹤0.01%
794,097
-164,296
NUMG icon
2352
Nuveen ESG Mid-Cap Growth ETF
NUMG
$388M
$16.8M ﹤0.01%
347,720
+15,602
DIAL icon
2353
Columbia Diversified Fixed Income Allocation ETF
DIAL
$432M
$16.8M ﹤0.01%
924,879
-23,309
MUC icon
2354
BlackRock MuniHoldings California Quality Fund
MUC
$1.01B
$16.8M ﹤0.01%
1,625,091
+100,434
KRYS icon
2355
Krystal Biotech
KRYS
$6.34B
$16.7M ﹤0.01%
121,812
+29,251
PD icon
2356
PagerDuty
PD
$1.07B
$16.7M ﹤0.01%
1,095,304
-164,266
AGX icon
2357
Argan
AGX
$5.26B
$16.7M ﹤0.01%
75,718
-22,500
IMCV icon
2358
iShares Morningstar Mid-Cap Value ETF
IMCV
$887M
$16.7M ﹤0.01%
219,604
+13,649
MDU icon
2359
MDU Resources
MDU
$4.32B
$16.7M ﹤0.01%
1,000,349
+390,484
TBBB icon
2360
BBB Foods
TBBB
$3.67B
$16.6M ﹤0.01%
599,626
+363,079
MRX
2361
Marex Group
MRX
$2.49B
$16.6M ﹤0.01%
421,453
-38,982
NATL icon
2362
NCR Atleos
NATL
$2.73B
$16.6M ﹤0.01%
581,465
+29,437
IMTM icon
2363
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.49B
$16.6M ﹤0.01%
362,529
+26,091
IAK icon
2364
iShares US Insurance ETF
IAK
$608M
$16.6M ﹤0.01%
123,116
+7,703
IYY icon
2365
iShares Dow Jones US ETF
IYY
$2.72B
$16.5M ﹤0.01%
109,610
-6,024
CRNX icon
2366
Crinetics Pharmaceuticals
CRNX
$4.37B
$16.5M ﹤0.01%
573,282
+268,356
WPP icon
2367
WPP
WPP
$4.23B
$16.5M ﹤0.01%
470,900
+45,866
WAFD icon
2368
WaFd
WAFD
$2.48B
$16.5M ﹤0.01%
562,653
+37,400
SNEX icon
2369
StoneX
SNEX
$4.75B
$16.4M ﹤0.01%
180,463
+72,440
FPX icon
2370
First Trust US Equity Opportunities ETF
FPX
$1.14B
$16.4M ﹤0.01%
113,370
-25,376
EGO icon
2371
Eldorado Gold
EGO
$6.17B
$16.4M ﹤0.01%
806,755
-92,115
CHY
2372
Calamos Convertible and High Income Fund
CHY
$906M
$16.4M ﹤0.01%
1,489,146
-852,239
DISV icon
2373
Dimensional International Small Cap Value ETF
DISV
$3.8B
$16.4M ﹤0.01%
497,163
+107,148
PWZ icon
2374
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$16.3M ﹤0.01%
698,813
-160,338
PRI icon
2375
Primerica
PRI
$8.24B
$16.3M ﹤0.01%
59,505
-23,629