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
VEL icon
4176
Velocity Financial
VEL
$752M
$1.31M ﹤0.01%
70,525
+48,357
FOXY
4177
Simplify Currency Strategy ETF
FOXY
$58.8M
$1.3M ﹤0.01%
50,000
GHM icon
4178
Graham Corp
GHM
$632M
$1.3M ﹤0.01%
26,348
-834
XEMD icon
4179
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$588M
$1.3M ﹤0.01%
30,148
-14,959
LQDT icon
4180
Liquidity Services
LQDT
$920M
$1.3M ﹤0.01%
55,113
-2,352
GABC icon
4181
German American Bancorp
GABC
$1.49B
$1.3M ﹤0.01%
33,745
-5,759
EBMT icon
4182
Eagle Bancorp Montana
EBMT
$132M
$1.3M ﹤0.01%
77,711
+4,637
PUBM icon
4183
PubMatic
PUBM
$418M
$1.29M ﹤0.01%
104,050
+65,537
HODL icon
4184
VanEck Bitcoin Trust
HODL
$1.67B
$1.29M ﹤0.01%
+42,418
PKX icon
4185
POSCO
PKX
$16.1B
$1.29M ﹤0.01%
26,621
-27,818
FTGC icon
4186
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
$1.28M ﹤0.01%
51,984
+27,813
EDOW icon
4187
First Trust Dow 30 Equal Weight ETF
EDOW
$231M
$1.28M ﹤0.01%
33,411
+11,021
PRTA icon
4188
Prothena Corp
PRTA
$579M
$1.28M ﹤0.01%
210,945
+78,959
LYTS icon
4189
LSI Industries
LYTS
$569M
$1.28M ﹤0.01%
75,108
+16,919
AVDL
4190
Avadel Pharmaceuticals
AVDL
$2.11B
$1.28M ﹤0.01%
144,233
-973,857
FFWM icon
4191
First Foundation Inc
FFWM
$441M
$1.27M ﹤0.01%
249,727
+58,596
SIXG
4192
Defiance Connective Technologies ETF
SIXG
$665M
$1.27M ﹤0.01%
24,106
-720
IDGT icon
4193
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$136M
$1.27M ﹤0.01%
15,252
+2,016
CBNK icon
4194
Capital Bancorp
CBNK
$459M
$1.26M ﹤0.01%
37,602
+30,474
JTEK icon
4195
JPMorgan US Tech Leaders ETF
JTEK
$3.04B
$1.26M ﹤0.01%
14,930
-16,178
WEA
4196
Western Asset Premier Bond Fund
WEA
$133M
$1.26M ﹤0.01%
116,077
+7,416
XVV icon
4197
iShares ESG Screened S&P 500 ETF
XVV
$488M
$1.26M ﹤0.01%
26,392
-555
QVML icon
4198
Invesco S&P 500 QVM Multi-factor ETF
QVML
$1.49B
$1.25M ﹤0.01%
34,237
+10,191
SD icon
4199
SandRidge Energy
SD
$520M
$1.25M ﹤0.01%
115,701
+75,096
PCT icon
4200
PureCycle Technologies
PCT
$1.59B
$1.25M ﹤0.01%
91,231
-96,053