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
LENZ
2426
LENZ Therapeutics
LENZ
$999M
$16.3M ﹤0.01%
349,128
+281,150
WSC icon
2427
WillScot Mobile Mini Holdings
WSC
$3.23B
$16.3M ﹤0.01%
770,192
-379,637
PSCT icon
2428
Invesco S&P SmallCap Information Technology ETF
PSCT
$321M
$16.2M ﹤0.01%
305,901
+8,908
PSI icon
2429
Invesco Semiconductors ETF
PSI
$929M
$16.2M ﹤0.01%
230,135
+41,215
SLG icon
2430
SL Green Realty
SLG
$3.19B
$16.2M ﹤0.01%
270,401
-31,342
HLMN icon
2431
Hillman Solutions
HLMN
$1.65B
$16.2M ﹤0.01%
1,760,692
-152,943
UFCS icon
2432
United Fire Group
UFCS
$949M
$16.2M ﹤0.01%
531,257
-35,869
VYX icon
2433
NCR Voyix
VYX
$1.37B
$16.2M ﹤0.01%
1,286,900
-45,258
ALKT icon
2434
Alkami Technology
ALKT
$2.25B
$16.1M ﹤0.01%
648,841
+75,047
WLK icon
2435
Westlake Corp
WLK
$7.78B
$16.1M ﹤0.01%
208,897
+70,243
XMVM icon
2436
Invesco S&P MidCap Value with Momentum ETF
XMVM
$327M
$16.1M ﹤0.01%
261,019
+1,187
GRNT icon
2437
Granite Ridge Resources
GRNT
$662M
$16M ﹤0.01%
2,965,593
-1,559,932
TECB icon
2438
iShares US Tech Breakthrough Multisector ETF
TECB
$442M
$16M ﹤0.01%
265,396
+5,668
CARS icon
2439
Cars.com
CARS
$685M
$16M ﹤0.01%
1,308,912
+822,075
HUT
2440
Hut 8
HUT
$4.32B
$15.9M ﹤0.01%
458,119
+315,898
CORZ icon
2441
Core Scientific
CORZ
$4.88B
$15.9M ﹤0.01%
886,912
-608,127
YSG
2442
Yatsen Holding
YSG
$581M
$15.9M ﹤0.01%
1,754,241
+1,750,437
BGRN icon
2443
iShares USD Green Bond ETF
BGRN
$437M
$15.9M ﹤0.01%
329,992
+30,655
CX icon
2444
Cemex
CX
$15.1B
$15.9M ﹤0.01%
1,766,557
-335,722
CVCO icon
2445
Cavco Industries
CVCO
$4.66B
$15.9M ﹤0.01%
27,336
+1,072
ICL icon
2446
ICL Group
ICL
$7.05B
$15.8M ﹤0.01%
2,544,788
+405,889
UMH
2447
UMH Properties
UMH
$1.27B
$15.8M ﹤0.01%
1,065,889
-123,363
EYLD icon
2448
Cambria Emerging Shareholder Yield ETF
EYLD
$612M
$15.8M ﹤0.01%
425,492
+219,866
MNKD icon
2449
MannKind Corp
MNKD
$1.65B
$15.8M ﹤0.01%
2,947,539
-438,153
TSLX icon
2450
Sixth Street Specialty
TSLX
$2.04B
$15.8M ﹤0.01%
692,287
+116,855