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
NMAI icon
4551
Nuveen Multi-Asset Income Fund
NMAI
$434M
$643K ﹤0.01%
50,898
-8,577
ELIS
4552
Direxion Daily LLY Bear 1X Shares
ELIS
$1.78M
$642K ﹤0.01%
25,000
LILA icon
4553
Liberty Latin America Class A
LILA
$1.75B
$641K ﹤0.01%
105,151
-27,887
CLBK icon
4554
Columbia Financial
CLBK
$1.66B
$641K ﹤0.01%
44,163
+3,967
HAFN icon
4555
Hafnia
HAFN
$2.97B
$639K ﹤0.01%
128,146
-401,275
CWBC
4556
Community West Bancshares
CWBC
$435M
$637K ﹤0.01%
32,651
+21,599
NPV icon
4557
Nuveen Virginia Quality Municipal Income Fund
NPV
$207M
$637K ﹤0.01%
56,552
-45,127
SEAT icon
4558
Vivid Seats
SEAT
$78M
$634K ﹤0.01%
18,760
-63,781
DHC
4559
Diversified Healthcare Trust
DHC
$1.18B
$630K ﹤0.01%
175,876
+61,771
III icon
4560
Information Services Group
III
$256M
$629K ﹤0.01%
131,031
-4,964
FBLA
4561
FB Bancorp
FBLA
$234M
$629K ﹤0.01%
55,885
+46,037
UNTY icon
4562
Unity Bancorp
UNTY
$505M
$627K ﹤0.01%
13,317
+1,756
PSTL
4563
Postal Realty Trust
PSTL
$405M
$627K ﹤0.01%
42,539
-24,436
FLAU icon
4564
Franklin FTSE Australia ETF
FLAU
$67.1M
$627K ﹤0.01%
20,206
+19,981
KOKU icon
4565
Xtrackers MSCI Kokusai Equity ETF
KOKU
$701M
$626K ﹤0.01%
5,711
-3,459
FJP icon
4566
First Trust Japan AlphaDEX Fund
FJP
$208M
$625K ﹤0.01%
10,473
-3,054
COFS icon
4567
Choiceone Financial
COFS
$460M
$625K ﹤0.01%
21,783
+12,779
XOMZ
4568
Direxion Daily XOM Bear 1X Shares
XOMZ
$2.3M
$621K ﹤0.01%
+25,000
MVBF icon
4569
MVB Financial
MVBF
$340M
$621K ﹤0.01%
27,563
-122
LFEQ icon
4570
VanEck Long/Flat Trend ETF
LFEQ
$27.3M
$620K ﹤0.01%
12,558
-1,721
SSBK
4571
DELISTED
Southern States Bancshares
SSBK
$619K ﹤0.01%
17,029
+11,902
CSWC icon
4572
Capital Southwest
CSWC
$1.24B
$618K ﹤0.01%
28,036
-33,591
FMNB icon
4573
Farmers National Banc Corp
FMNB
$512M
$618K ﹤0.01%
44,784
+6,335
INN
4574
Summit Hotel Properties
INN
$581M
$617K ﹤0.01%
121,151
-200,690
CSCS
4575
Direxion Daily CSCO Bear 1X ETF
CSCS
$2.74M
$612K ﹤0.01%
+25,000