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
$1.34T
AUM Growth
+$94.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,648
New
Increased
Reduced
Closed

Top Buys

1 +$3.36B
2 +$1.57B
3 +$1.22B
4
VTV icon
Vanguard Value ETF
VTV
+$1.06B
5
CSX icon
CSX Corp
CSX
+$949M

Top Sells

1 +$2.89B
2 +$2.73B
3 +$2.36B
4
NVDA icon
NVIDIA
NVDA
+$2.08B
5
AVGO icon
Broadcom
AVGO
+$1.69B

Sector Composition

1 Technology 16.99%
2 Financials 8.7%
3 Industrials 5.86%
4 Consumer Discretionary 5.82%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRDA icon
4551
Entrada Therapeutics
TRDA
$384M
$733K ﹤0.01%
126,448
+89,975
NPV icon
4552
Nuveen Virginia Quality Municipal Income Fund
NPV
$207M
$732K ﹤0.01%
63,121
+6,569
WTRE icon
4553
WisdomTree New Economy Real Estate Fund
WTRE
$13.9M
$732K ﹤0.01%
32,888
+14,698
LFMD icon
4554
LifeMD
LFMD
$186M
$732K ﹤0.01%
107,741
-4,918
FXY icon
4555
Invesco CurrencyShares Japanese Yen Trust
FXY
$461M
$731K ﹤0.01%
11,753
-27,912
PPT
4556
Putnam Premier Income Trust
PPT
$346M
$730K ﹤0.01%
197,711
+2,712
VEL icon
4557
Velocity Financial
VEL
$739M
$730K ﹤0.01%
40,215
-30,310
ALEC icon
4558
Alector
ALEC
$143M
$729K ﹤0.01%
246,283
-97,626
ESG icon
4559
FlexShares STOXX US ESG Select Index Fund
ESG
$124M
$729K ﹤0.01%
4,724
-72
IBTP
4560
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$229M
$727K ﹤0.01%
28,073
+9,057
IFN
4561
India Fund
IFN
$577M
$726K ﹤0.01%
49,527
+17,482
FFTY icon
4562
Innovator IBD 50 ETF
FFTY
$89.9M
$725K ﹤0.01%
19,419
+6,971
BRW
4563
Saba Capital Income & Opportunities Fund
BRW
$308M
$720K ﹤0.01%
92,649
-17,211
FELC icon
4564
Fidelity Enhanced Large Cap Core ETF
FELC
$5.7B
$719K ﹤0.01%
19,301
-10,428
EGY icon
4565
Vaalco Energy
EGY
$361M
$719K ﹤0.01%
178,833
+17,260
UAMY icon
4566
United States Antimony
UAMY
$809M
$719K ﹤0.01%
115,937
+82,956
SRDX
4567
DELISTED
Surmodics
SRDX
$719K ﹤0.01%
24,042
+5,446
RSPE icon
4568
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$32.2M
$716K ﹤0.01%
24,788
ERC
4569
Allspring Multi-Sector Income Fund
ERC
$262M
$715K ﹤0.01%
74,644
+642
CPS icon
4570
Cooper-Standard Automotive
CPS
$538M
$714K ﹤0.01%
19,335
-8,152
AHL
4571
Aspen Insurance
AHL
$3.39B
$709K ﹤0.01%
19,319
-26,340
NRO
4572
Neuberger Berman Real Estate Securities Income Fund
NRO
$193M
$709K ﹤0.01%
219,359
+15,920
RYAM icon
4573
Rayonier Advanced Materials
RYAM
$433M
$708K ﹤0.01%
98,105
-48,489
INBK icon
4574
First Internet Bancorp
INBK
$165M
$708K ﹤0.01%
31,566
+9,661
FRDU
4575
Direxion Daily F Bull 2X ETF
FRDU
$3.33M
$707K ﹤0.01%
+25,000