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
SPFF icon
3951
Global X SuperIncome Preferred ETF
SPFF
$133M
$1.87M ﹤0.01%
208,507
+362
OXY.WS icon
3952
Occidental Petroleum Corp Warrants
OXY.WS
$18.9B
$1.87M ﹤0.01%
90,198
-6,584
AHCO icon
3953
AdaptHealth
AHCO
$1.31B
$1.86M ﹤0.01%
197,557
-309,818
HQL
3954
abrdn Life Sciences Investors
HQL
$510M
$1.86M ﹤0.01%
145,261
-34,790
SZNE icon
3955
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$12.1M
$1.86M ﹤0.01%
53,857
-47,008
RXST icon
3956
RxSight
RXST
$470M
$1.86M ﹤0.01%
142,782
-2,041,084
MNA icon
3957
IQ ARB Merger Arbitrage ETF
MNA
$258M
$1.85M ﹤0.01%
52,587
-8,124
PJP icon
3958
Invesco Pharmaceuticals ETF
PJP
$309M
$1.85M ﹤0.01%
23,154
-19,918
KTF
3959
DWS Municipal Income Trust
KTF
$357M
$1.85M ﹤0.01%
208,820
+43,693
TERN icon
3960
Terns Pharmaceuticals
TERN
$2.53B
$1.84M ﹤0.01%
493,805
-318,237
FLGT icon
3961
Fulgent Genetics
FLGT
$914M
$1.84M ﹤0.01%
92,625
-51,452
LBRDA icon
3962
Liberty Broadband Class A
LBRDA
$6.65B
$1.84M ﹤0.01%
18,799
+11,649
QCRH icon
3963
QCR Holdings
QCRH
$1.37B
$1.84M ﹤0.01%
27,052
+2,708
MSTY icon
3964
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.9B
$1.83M ﹤0.01%
82,659
+73,659
JMOM icon
3965
JPMorgan US Momentum Factor ETF
JMOM
$1.73B
$1.83M ﹤0.01%
28,434
+5,449
RGR icon
3966
Sturm, Ruger & Co
RGR
$480M
$1.83M ﹤0.01%
50,872
-5,589
WASH icon
3967
Washington Trust Bancorp
WASH
$541M
$1.83M ﹤0.01%
64,572
+2,346
SPH icon
3968
Suburban Propane Partners
SPH
$1.29B
$1.82M ﹤0.01%
98,158
+38,937
MSDL icon
3969
Morgan Stanley Direct Lending Fund
MSDL
$1.5B
$1.81M ﹤0.01%
96,933
+53,969
CERS icon
3970
Cerus
CERS
$338M
$1.81M ﹤0.01%
1,286,280
-1,677,597
VCV icon
3971
Invesco California Value Municipal Income Trust
VCV
$517M
$1.81M ﹤0.01%
174,510
-3,713
FET icon
3972
Forum Energy Technologies
FET
$357M
$1.81M ﹤0.01%
92,872
-7,754
IQSU icon
3973
IQ Candriam US Large Cap Equity ETF
IQSU
$272M
$1.81M ﹤0.01%
36,440
-354
TEI
3974
Templeton Emerging Markets Income Fund
TEI
$306M
$1.81M ﹤0.01%
300,869
-23,645
PAY icon
3975
Paymentus
PAY
$4.35B
$1.8M ﹤0.01%
55,059
-313