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
FTHI icon
4601
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.77B
$677K ﹤0.01%
28,539
+28,538
USCB icon
4602
USCB Financial Holdings
USCB
$329M
$676K ﹤0.01%
38,711
+5,573
BRKD
4603
Direxion Daily BRKB Bear 1X Shares
BRKD
$2.85M
$674K ﹤0.01%
29,413
+4,413
CZA icon
4604
Invesco Zacks Mid-Cap ETF
CZA
$184M
$673K ﹤0.01%
6,128
+27
PUBM icon
4605
PubMatic
PUBM
$410M
$673K ﹤0.01%
81,273
-22,777
IHRT icon
4606
iHeartMedia
IHRT
$589M
$672K ﹤0.01%
234,097
+18,382
SKIN icon
4607
The Beauty Health Co
SKIN
$185M
$669K ﹤0.01%
336,382
+278,616
USAI icon
4608
Pacer American Energy Independence ETF
USAI
$82.7M
$668K ﹤0.01%
+16,772
SMLR icon
4609
Semler Scientific
SMLR
$305M
$667K ﹤0.01%
22,238
+16,715
KOKU icon
4610
Xtrackers MSCI Kokusai Equity ETF
KOKU
$689M
$666K ﹤0.01%
5,711
BYM icon
4611
BlackRock Municipal Income Quality Trust
BYM
$282M
$666K ﹤0.01%
60,807
-14,134
RMI
4612
RiverNorth Opportunistic Municipal Income Fund
RMI
$93.2M
$666K ﹤0.01%
45,533
+29,076
CWBC
4613
Community West Bancshares
CWBC
$437M
$663K ﹤0.01%
31,825
-826
PDBA icon
4614
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$61.9M
$661K ﹤0.01%
18,538
CEPU
4615
Central Puerto
CEPU
$2.21B
$661K ﹤0.01%
82,460
+61,929
GNT
4616
GAMCO Natural Resources, Gold & Income Trust
GNT
$116M
$657K ﹤0.01%
93,408
+3,636
PSTL
4617
Postal Realty Trust
PSTL
$402M
$656K ﹤0.01%
41,834
-705
MCFT icon
4618
MasterCraft Boat Holdings
MCFT
$302M
$656K ﹤0.01%
30,561
+8,551
CYPH
4619
Cypherpunk Technologies Inc
CYPH
$86.7M
$656K ﹤0.01%
1,444,466
+1,444,146
GEVO icon
4620
Gevo
GEVO
$497M
$651K ﹤0.01%
332,198
+253,794
GLRE icon
4621
Greenlight Captial
GLRE
$447M
$651K ﹤0.01%
51,248
+12,009
XOMX
4622
Direxion Daily XOM Bull 2X Shares
XOMX
$3.38M
$650K ﹤0.01%
25,000
AFB
4623
AllianceBernstein National Municipal Income Fund
AFB
$313M
$649K ﹤0.01%
59,833
+1,234
PSF icon
4624
Cohen & Steers Select Preferred & Income Fund
PSF
$245M
$647K ﹤0.01%
31,131
-797
RZLV
4625
Rezolve AI
RZLV
$955M
$646K ﹤0.01%
129,742
+78,052