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
QXO.PRB
3626
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$585M
$3.32M ﹤0.01%
60,375
-46,116
ERTH icon
3627
Invesco MSCI Sustainable Future ETF
ERTH
$142M
$3.32M ﹤0.01%
69,639
+531
IFRX icon
3628
InflaRx
IFRX
$79.9M
$3.32M ﹤0.01%
+2,475,000
MGPI icon
3629
MGP Ingredients
MGPI
$481M
$3.32M ﹤0.01%
137,098
+12,307
CRMD icon
3630
CorMedix
CRMD
$741M
$3.31M ﹤0.01%
284,708
+71,905
AUTL
3631
Autolus Therapeutics
AUTL
$370M
$3.31M ﹤0.01%
2,029,593
+1,054,458
LION icon
3632
Lionsgate Studios
LION
$2.08B
$3.3M ﹤0.01%
478,939
-624,770
CGEM icon
3633
Cullinan Oncology
CGEM
$697M
$3.3M ﹤0.01%
557,189
-104,096
IQSI icon
3634
IQ Candriam International Equity ETF
IQSI
$209M
$3.3M ﹤0.01%
97,024
+37,085
IBEX icon
3635
IBEX
IBEX
$477M
$3.3M ﹤0.01%
81,476
+16,224
NBHC icon
3636
National Bank Holdings
NBHC
$1.44B
$3.3M ﹤0.01%
85,425
-56,063
FDIG icon
3637
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$273M
$3.27M ﹤0.01%
66,683
+60,442
SPUS icon
3638
SP Funds S&P 500 Sharia ETF
SPUS
$1.81B
$3.27M ﹤0.01%
66,108
+9,146
PSL icon
3639
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84M
$3.27M ﹤0.01%
29,704
-167
SMC
3640
Summit Midstream
SMC
$301M
$3.26M ﹤0.01%
158,923
-17,071
TDTF icon
3641
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$940M
$3.26M ﹤0.01%
134,477
-96,206
DJCO icon
3642
Daily Journal
DJCO
$646M
$3.26M ﹤0.01%
7,016
-76
SANA icon
3643
Sana Biotechnology
SANA
$935M
$3.26M ﹤0.01%
917,642
+32,814
DFEV icon
3644
Dimensional Emerging Markets Value ETF
DFEV
$1.22B
$3.25M ﹤0.01%
101,933
+11,925
LGN
3645
Legence Corp
LGN
$2.64B
$3.25M ﹤0.01%
+105,474
LINC icon
3646
Lincoln Educational Services
LINC
$630M
$3.24M ﹤0.01%
137,724
+105,713
BOW
3647
Bowhead Specialty Holdings
BOW
$920M
$3.24M ﹤0.01%
119,660
-69,437
TMP icon
3648
Tompkins Financial
TMP
$1.02B
$3.23M ﹤0.01%
48,819
+8,870
IDRV icon
3649
iShares Self-Driving EV and Tech ETF
IDRV
$163M
$3.22M ﹤0.01%
87,893
-3,727
TSLI
3650
ProShares Ultra TSLA
TSLI
$12.7M
$3.21M ﹤0.01%
+80,000