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
BFST icon
4226
Business First Bancshares
BFST
$771M
$1.2M ﹤0.01%
48,519
+8,729
NOAH
4227
Noah Holdings
NOAH
$674M
$1.19M ﹤0.01%
99,919
+2,163
XOVR
4228
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$387M
$1.19M ﹤0.01%
62,429
MREO
4229
Mereo BioPharma
MREO
$298M
$1.19M ﹤0.01%
438,661
-9
BNED icon
4230
Barnes & Noble Education
BNED
$318M
$1.19M ﹤0.01%
100,881
+83,005
SLSR
4231
Solaris Resources
SLSR
$1.32B
$1.19M ﹤0.01%
259,145
+201,582
PGEN icon
4232
Precigen
PGEN
$1.36B
$1.18M ﹤0.01%
832,261
+599,914
DRLL icon
4233
Strive US Energy ETF
DRLL
$249M
$1.18M ﹤0.01%
43,542
+2,244
OSG
4234
Octave Specialty Group
OSG
$394M
$1.18M ﹤0.01%
166,265
-17,373
LOMA
4235
Loma Negra
LOMA
$1.46B
$1.18M ﹤0.01%
107,488
-51,358
GGZ
4236
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$113M
$1.18M ﹤0.01%
88,235
+1,335
GNLX icon
4237
Genelux
GNLX
$212M
$1.17M ﹤0.01%
408,692
+61
BGT icon
4238
BlackRock Floating Rate Income Trust
BGT
$313M
$1.17M ﹤0.01%
93,643
+21,823
VEGI icon
4239
iShares MSCI Agriculture Producers ETF
VEGI
$85.9M
$1.17M ﹤0.01%
29,123
-2,326
VTN icon
4240
Invesco Trust for Investment Grade New York Municipals
VTN
$168M
$1.17M ﹤0.01%
112,148
+7,184
CLNE icon
4241
Clean Energy Fuels
CLNE
$478M
$1.17M ﹤0.01%
599,829
+58,176
SFL icon
4242
SFL Corp
SFL
$1.19B
$1.17M ﹤0.01%
140,019
+21,690
FLKR icon
4243
Franklin FTSE South Korea ETF
FLKR
$224M
$1.16M ﹤0.01%
47,647
-15,113
KBWY icon
4244
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$247M
$1.16M ﹤0.01%
73,833
+10,855
WOW icon
4245
WideOpenWest
WOW
$444M
$1.16M ﹤0.01%
285,666
-39,539
PIZ icon
4246
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$497M
$1.16M ﹤0.01%
25,182
+239
IBHJ icon
4247
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$85.4M
$1.16M ﹤0.01%
43,393
+5,979
MMI icon
4248
Marcus & Millichap
MMI
$1.14B
$1.16M ﹤0.01%
37,617
+9,164
FOR icon
4249
Forestar Group
FOR
$1.3B
$1.15M ﹤0.01%
57,552
+17,579
GSID icon
4250
Goldman Sachs MarketBeta International Equity ETF
GSID
$928M
$1.15M ﹤0.01%
17,972
-16,083