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
EOLS icon
4276
Evolus
EOLS
$464M
$1.11M ﹤0.01%
120,569
+9,336
FTF
4277
Franklin Limited Duration Income Trust
FTF
$247M
$1.11M ﹤0.01%
172,847
+14,821
PMF
4278
DELISTED
PIMCO Municipal Income Fund
PMF
$1.11M ﹤0.01%
139,021
+96,265
LXU icon
4279
LSB Industries
LXU
$642M
$1.11M ﹤0.01%
142,120
-40,663
IHS icon
4280
IHS Holding
IHS
$2.38B
$1.11M ﹤0.01%
199,240
+50,273
GOGL
4281
DELISTED
Golden Ocean Group
GOGL
$1.1M ﹤0.01%
150,510
-766,355
BITO icon
4282
ProShares Bitcoin Strategy ETF
BITO
$2.29B
$1.1M ﹤0.01%
51,200
-30
BMA icon
4283
Banco Macro
BMA
$5.48B
$1.1M ﹤0.01%
15,652
+9,357
LAND
4284
Gladstone Land Corp
LAND
$347M
$1.1M ﹤0.01%
108,052
-74,018
UHT
4285
Universal Health Realty Income Trust
UHT
$564M
$1.09M ﹤0.01%
27,394
-4,622
SOR
4286
Source Capital
SOR
$401M
$1.08M ﹤0.01%
25,009
-934
SDEM icon
4287
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$40.5M
$1.08M ﹤0.01%
39,557
+478
BRFS
4288
DELISTED
BRF SA
BRFS
$1.08M ﹤0.01%
296,768
-104,753
FAX
4289
abrdn Asia-Pacific Income Fund
FAX
$637M
$1.08M ﹤0.01%
67,909
-4,587
SPXT icon
4290
ProShares S&P 500 ex-Technology ETF
SPXT
$241M
$1.08M ﹤0.01%
+11,280
AIA icon
4291
iShares Asia 50 ETF
AIA
$1.54B
$1.08M ﹤0.01%
13,304
+204
YALA
4292
Yalla Group
YALA
$1.12B
$1.08M ﹤0.01%
159,802
+155,057
SVC
4293
Service Properties Trust
SVC
$292M
$1.08M ﹤0.01%
450,361
-186,324
ALTG icon
4294
Alta Equipment Group
ALTG
$157M
$1.08M ﹤0.01%
170,161
+6,698
EPIX
4295
DELISTED
ESSA Pharma
EPIX
$1.07M ﹤0.01%
627,930
-70,338
INVX
4296
Innovex International
INVX
$1.52B
$1.07M ﹤0.01%
68,294
-22,284
GNOM icon
4297
Global X Genomics & Biotechnology ETF
GNOM
$54.5M
$1.06M ﹤0.01%
31,569
-2,111
JPXN icon
4298
iShares JPX-Nikkei 400 ETF
JPXN
$105M
$1.06M ﹤0.01%
13,277
+467
SNWV
4299
SANUWAVE Health Inc
SNWV
$291M
$1.06M ﹤0.01%
32,265
-1,544
SPXE icon
4300
ProShares S&P 500 ex-Energy ETF
SPXE
$74.7M
$1.06M ﹤0.01%
15,848
+12,816