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
FRGE icon
4626
Forge Global Holdings
FRGE
$609M
$642K ﹤0.01%
37,964
+30,965
SYSB
4627
iShares Systematic Bond ETF
SYSB
$637M
$641K ﹤0.01%
7,118
+1,314
ACDC icon
4628
ProFrac Holding
ACDC
$599M
$640K ﹤0.01%
172,924
-10,001
ARKX icon
4629
ARK Space & Defense Innovation ETF
ARKX
$438M
$640K ﹤0.01%
22,407
+5,155
WNEB icon
4630
Western New England Bancorp
WNEB
$251M
$638K ﹤0.01%
53,140
-228
LDI icon
4631
loanDepot
LDI
$637M
$636K ﹤0.01%
207,219
+150,837
MOV icon
4632
Movado Group
MOV
$462M
$635K ﹤0.01%
33,473
+15,187
FMNB icon
4633
Farmers National Banc Corp
FMNB
$508M
$634K ﹤0.01%
43,992
-792
ELIS
4634
Direxion Daily LLY Bear 1X Shares
ELIS
$1.74M
$634K ﹤0.01%
25,000
FLQS icon
4635
Franklin US Small Cap Multifactor Index ETF
FLQS
$69.1M
$633K ﹤0.01%
14,404
+4,185
EBIZ icon
4636
Global X E-commerce ETF
EBIZ
$52.7M
$632K ﹤0.01%
18,036
+5,960
VUZI icon
4637
Vuzix
VUZI
$193M
$631K ﹤0.01%
201,506
+116,889
EIM
4638
Eaton Vance Municipal Bond Fund
EIM
$508M
$631K ﹤0.01%
63,447
+9,956
TCMD icon
4639
Tactile Systems Technology
TCMD
$579M
$631K ﹤0.01%
45,560
+13,311
GGAL icon
4640
Galicia Financial Group
GGAL
$8.09B
$630K ﹤0.01%
22,861
-102,418
TGS icon
4641
Transportadora de Gas del Sur
TGS
$4.53B
$629K ﹤0.01%
29,919
-13,540
FVR
4642
FrontView REIT
FVR
$331M
$629K ﹤0.01%
45,879
-83,840
CABA icon
4643
Cabaletta Bio
CABA
$217M
$627K ﹤0.01%
268,058
-230,185
EFAA
4644
Invesco MSCI EAFE Income Advantage ETF
EFAA
$254M
$625K ﹤0.01%
11,817
GNK icon
4645
Genco Shipping & Trading
GNK
$815M
$622K ﹤0.01%
34,970
+779
XRX icon
4646
Xerox
XRX
$344M
$621K ﹤0.01%
165,100
-402,911
KEP icon
4647
Korea Electric Power
KEP
$23.4B
$619K ﹤0.01%
47,467
-324,027
CSCS
4648
Direxion Daily CSCO Bear 1X ETF
CSCS
$2.75M
$617K ﹤0.01%
25,000
LFEQ icon
4649
VanEck Long/Flat Trend ETF
LFEQ
$27M
$617K ﹤0.01%
11,595
-963
CARE icon
4650
Carter Bankshares
CARE
$403M
$616K ﹤0.01%
31,746
-2,050