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
AVBP icon
4526
ArriVent BioPharma
AVBP
$952M
$669K ﹤0.01%
30,747
+1,462
TV icon
4527
Televisa
TV
$1.45B
$668K ﹤0.01%
305,072
+82,118
BWMN icon
4528
Bowman Consulting
BWMN
$626M
$667K ﹤0.01%
23,200
-103,668
PALU
4529
Direxion Daily PANW Bull 2X Shares
PALU
$7.33M
$666K ﹤0.01%
25,000
STEM icon
4530
Stem
STEM
$137M
$665K ﹤0.01%
106,803
+100,895
QUAD icon
4531
Quad
QUAD
$290M
$659K ﹤0.01%
116,649
+14,446
SMCX
4532
Defiance Daily Target 2X Long SMCI ETF
SMCX
$187M
$656K ﹤0.01%
13,280
-382
GBTG icon
4533
American Express Global Business Travel
GBTG
$4.03B
$656K ﹤0.01%
104,126
-4,561
VMD icon
4534
Viemed Healthcare
VMD
$262M
$656K ﹤0.01%
94,898
+64,503
NRO
4535
Neuberger Berman Real Estate Securities Income Fund
NRO
$194M
$655K ﹤0.01%
203,439
+18,887
BBMC icon
4536
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.03B
$655K ﹤0.01%
6,721
+216
PHDG icon
4537
Invesco S&P 500 Downside Hedged ETF
PHDG
$72.6M
$654K ﹤0.01%
18,536
-1,599
QCMU
4538
Direxion Daily QCOM Bull 2X ETF
QCMU
$7.9M
$654K ﹤0.01%
+25,000
PDN icon
4539
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$370M
$654K ﹤0.01%
16,796
-1,228
RFI
4540
Cohen & Steers Total Return Realty Fund
RFI
$304M
$652K ﹤0.01%
54,093
+2,899
CSCL
4541
Direxion Daily CSCO Bull 2X ETF
CSCL
$5.31M
$652K ﹤0.01%
+25,000
INCM icon
4542
Franklin Income Focus ETF
INCM
$996M
$651K ﹤0.01%
+24,068
CZA icon
4543
Invesco Zacks Mid-Cap ETF
CZA
$185M
$651K ﹤0.01%
6,101
+196
NATR icon
4544
Nature's Sunshine
NATR
$357M
$650K ﹤0.01%
43,937
+18,259
PDBA icon
4545
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$63.2M
$646K ﹤0.01%
18,538
+10,797
UNG icon
4546
United States Natural Gas Fund
UNG
$578M
$646K ﹤0.01%
42,265
+42,215
CRNC icon
4547
Cerence
CRNC
$469M
$646K ﹤0.01%
63,227
+12,160
CHMG icon
4548
Chemung Financial Corp
CHMG
$250M
$645K ﹤0.01%
13,309
+2,444
PSF icon
4549
Cohen & Steers Select Preferred & Income Fund
PSF
$246M
$643K ﹤0.01%
31,928
+251
PNNT
4550
Pennant Park Investment Corp
PNNT
$396M
$643K ﹤0.01%
93,985
-4,782