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
ERC
4501
Allspring Multi-Sector Income Fund
ERC
$263M
$699K ﹤0.01%
74,002
-7,587
KRMA icon
4502
Global X Conscious Companies ETF
KRMA
$169M
$699K ﹤0.01%
17,316
-603
FAS icon
4503
Direxion Daily Financial Bull 3x Shares
FAS
$2.57B
$697K ﹤0.01%
4,137
+1,618
ISRA icon
4504
VanEck Israel ETF
ISRA
$114M
$697K ﹤0.01%
13,456
+2,151
DDL
4505
Dingdong
DDL
$373M
$697K ﹤0.01%
344,875
+38,756
FTLS icon
4506
First Trust Long/Short Equity ETF
FTLS
$2.13B
$696K ﹤0.01%
10,494
+8,948
ANIX icon
4507
Anixa Biosciences
ANIX
$153M
$694K ﹤0.01%
210,310
+41
CCBG icon
4508
Capital City Bank Group
CCBG
$722M
$690K ﹤0.01%
17,542
-922
FENI icon
4509
Fidelity Enhanced International ETF
FENI
$5.1B
$689K ﹤0.01%
20,720
+19,948
FIGS icon
4510
FIGS
FIGS
$1.6B
$687K ﹤0.01%
121,850
-381,059
HNRG icon
4511
Hallador Energy
HNRG
$872M
$686K ﹤0.01%
43,334
-35,053
IEP icon
4512
Icahn Enterprises
IEP
$4.8B
$686K ﹤0.01%
85,223
+32,007
SHEN icon
4513
Shenandoah Telecom
SHEN
$603M
$685K ﹤0.01%
50,170
-5,428
CAPR icon
4514
Capricor Therapeutics
CAPR
$237M
$683K ﹤0.01%
68,749
-41,307
RSPE icon
4515
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$32.5M
$683K ﹤0.01%
24,788
+667
NNE
4516
Nano Nuclear Energy
NNE
$1.55B
$682K ﹤0.01%
19,785
-359,446
DPG
4517
Duff & Phelps Utility and Infrastructure Fund
DPG
$482M
$682K ﹤0.01%
54,935
+10,540
PAYS icon
4518
Paysign
PAYS
$288M
$681K ﹤0.01%
94,607
+58,803
BCAL icon
4519
Southern California Bancorp
BCAL
$626M
$680K ﹤0.01%
43,120
-1,767
ARB icon
4520
AltShares Merger Arbitrage ETF
ARB
$98.1M
$679K ﹤0.01%
23,828
-1,786
ISOU
4521
IsoEnergy Ltd
ISOU
$466M
$677K ﹤0.01%
+94,838
CDLX icon
4522
Cardlytics
CDLX
$66.5M
$675K ﹤0.01%
410,193
+227,567
NVEC icon
4523
NVE Corp
NVEC
$303M
$674K ﹤0.01%
9,158
+5,198
USMC icon
4524
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.3B
$674K ﹤0.01%
10,772
+68
EMX
4525
DELISTED
EMX Royalty
EMX
$672K ﹤0.01%
266,504
+256,504