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
TDW icon
3801
Tidewater
TDW
$2.65B
$2.56M ﹤0.01%
47,984
+12,714
VSMV icon
3802
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$157M
$2.55M ﹤0.01%
47,613
+101
IBTM icon
3803
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$480M
$2.55M ﹤0.01%
110,260
+11,094
KREF
3804
KKR Real Estate Finance Trust
KREF
$546M
$2.54M ﹤0.01%
282,620
-29,976
MNSO icon
3805
MINISO
MNSO
$5.85B
$2.54M ﹤0.01%
112,996
-107,875
SSL icon
3806
Sasol
SSL
$4.05B
$2.54M ﹤0.01%
408,467
-128,783
BSCY
3807
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$345M
$2.54M ﹤0.01%
120,761
+54,768
SSO icon
3808
ProShares Ultra S&P500
SSO
$7.04B
$2.53M ﹤0.01%
45,166
+600
HYXF icon
3809
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$189M
$2.53M ﹤0.01%
53,295
+3,849
MULT
3810
Franklin Multisector Income ETF
MULT
$15.2M
$2.53M ﹤0.01%
+100,000
CMRE icon
3811
Costamare
CMRE
$1.84B
$2.53M ﹤0.01%
212,281
-33,867
TCBX icon
3812
Third Coast Bancshares
TCBX
$518M
$2.53M ﹤0.01%
66,522
+7,733
NPK icon
3813
National Presto Industries
NPK
$676M
$2.52M ﹤0.01%
22,492
+6,405
OPY icon
3814
Oppenheimer Holdings
OPY
$712M
$2.52M ﹤0.01%
34,121
+8,872
RYI icon
3815
Ryerson Holding
RYI
$693M
$2.52M ﹤0.01%
110,063
-45,753
CRBU icon
3816
Caribou Biosciences
CRBU
$175M
$2.5M ﹤0.01%
1,074,442
+265,542
ISCF icon
3817
iShares International Small Cap Equity Factor ETF
ISCF
$524M
$2.5M ﹤0.01%
60,858
+14,691
FCOR icon
3818
Fidelity Corporate Bond ETF
FCOR
$295M
$2.5M ﹤0.01%
52,141
+8,000
HPE.PRC
3819
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$1.8B
$2.5M ﹤0.01%
36,772
-56,012
PEZ icon
3820
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$25.3M
$2.5M ﹤0.01%
24,796
+28
SLDE
3821
Slide Insurance Holdings
SLDE
$2.12B
$2.49M ﹤0.01%
158,048
-60,048
MLNK
3822
DELISTED
MeridianLink
MLNK
$2.49M ﹤0.01%
124,696
-44,449
UNIT
3823
Uniti Group
UNIT
$1.42B
$2.48M ﹤0.01%
405,711
+186,100
ETX
3824
Eaton Vance Municipal Income 2028 Term Trust
ETX
$209M
$2.48M ﹤0.01%
128,526
-6,077
AGM icon
3825
Federal Agricultural Mortgage
AGM
$1.83B
$2.47M ﹤0.01%
14,722
-2,346