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
AMR icon
2451
Alpha Metallurgical Resources
AMR
$1.97B
$15.8M ﹤0.01%
96,392
+16,620
HP icon
2452
Helmerich & Payne
HP
$2.66B
$15.8M ﹤0.01%
714,927
-119,870
VSEC icon
2453
VSE Corp
VSEC
$4.09B
$15.8M ﹤0.01%
94,970
-13,299
CSB icon
2454
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$256M
$15.8M ﹤0.01%
266,478
+17,912
SYLD icon
2455
Cambria Shareholder Yield ETF
SYLD
$877M
$15.8M ﹤0.01%
229,446
-11,485
BUR icon
2456
Burford Capital
BUR
$2.06B
$15.7M ﹤0.01%
1,316,522
-53,258
SNEX icon
2457
StoneX
SNEX
$4.65B
$15.7M ﹤0.01%
155,477
-24,986
SUZ icon
2458
Suzano
SUZ
$11B
$15.7M ﹤0.01%
1,668,648
-598,747
APGE icon
2459
Apogee Therapeutics
APGE
$4.64B
$15.7M ﹤0.01%
393,912
-115,075
DNA icon
2460
Ginkgo Bioworks
DNA
$528M
$15.6M ﹤0.01%
1,068,575
-138,572
ACHC icon
2461
Acadia Healthcare
ACHC
$1.41B
$15.6M ﹤0.01%
628,810
-527,674
CXT icon
2462
Crane NXT
CXT
$3.15B
$15.5M ﹤0.01%
231,620
+7,188
TPC
2463
Tutor Perini Cor
TPC
$3.44B
$15.5M ﹤0.01%
236,827
-50,826
SRPT icon
2464
Sarepta Therapeutics
SRPT
$2.03B
$15.5M ﹤0.01%
803,058
-113,737
SCMB icon
2465
Schwab Municipal Bond ETF
SCMB
$2.54B
$15.4M ﹤0.01%
602,985
+148,996
PBW icon
2466
Invesco WilderHill Clean Energy ETF
PBW
$606M
$15.4M ﹤0.01%
534,605
+134,682
LI icon
2467
Li Auto
LI
$18.6B
$15.4M ﹤0.01%
608,378
+553,686
IGHG icon
2468
ProShares Investment Grade-Interest Rate Hedged
IGHG
$276M
$15.4M ﹤0.01%
195,024
+1,253
BMBL icon
2469
Bumble
BMBL
$391M
$15.4M ﹤0.01%
2,528,128
+671,907
EELV icon
2470
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$409M
$15.4M ﹤0.01%
576,878
+76,914
AEO icon
2471
American Eagle Outfitters
AEO
$3.33B
$15.3M ﹤0.01%
896,572
-437,255
IRWD icon
2472
Ironwood Pharmaceuticals
IRWD
$540M
$15.3M ﹤0.01%
11,695,544
+8,337,672
SNPE icon
2473
Xtrackers S&P 500 ESG ETF
SNPE
$2.24B
$15.3M ﹤0.01%
255,202
-15,680
IPGP icon
2474
IPG Photonics
IPGP
$3.27B
$15.3M ﹤0.01%
193,229
+3,718
BVN icon
2475
Compañía de Minas Buenaventura
BVN
$6B
$15.3M ﹤0.01%
627,483
+77,075