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
PRME icon
4651
Prime Medicine
PRME
$670M
$614K ﹤0.01%
110,842
-33,669
PLCE icon
4652
Children's Place
PLCE
$201M
$614K ﹤0.01%
98,851
+58,954
ROM icon
4653
ProShares Ultra Technology
ROM
$832M
$612K ﹤0.01%
6,600
CSCL
4654
Direxion Daily CSCO Bull 2X ETF
CSCL
$5.21M
$611K ﹤0.01%
25,000
XGN icon
4655
Exagen
XGN
$176M
$611K ﹤0.01%
55,553
+51,339
QUAD icon
4656
Quad
QUAD
$286M
$606K ﹤0.01%
96,879
-19,770
BRCC icon
4657
BRC Inc
BRCC
$138M
$606K ﹤0.01%
388,540
+170,284
LOVE icon
4658
LoveSac
LOVE
$202M
$605K ﹤0.01%
35,711
-62,285
BSVN icon
4659
Bank7 Corp
BSVN
$394M
$602K ﹤0.01%
13,013
+624
ARB icon
4660
AltShares Merger Arbitrage ETF
ARB
$98.2M
$602K ﹤0.01%
20,765
-3,063
INBX icon
4661
Inhibrx
INBX
$1.18B
$601K ﹤0.01%
17,832
+8,702
TSAT icon
4662
Telesat
TSAT
$379M
$600K ﹤0.01%
22,645
-33,756
UA icon
4663
Under Armour Class C
UA
$1.87B
$599K ﹤0.01%
124,017
+9,099
TVRD
4664
Tvardi Therapeutics
TVRD
$36.7M
$599K ﹤0.01%
15,362
-1,723
TIPT icon
4665
Tiptree Inc
TIPT
$710M
$598K ﹤0.01%
31,200
-8,321
BBAR icon
4666
BBVA Argentina
BBAR
$3.07B
$597K ﹤0.01%
71,784
+11,628
DOMO icon
4667
Domo
DOMO
$468M
$596K ﹤0.01%
37,642
-499,330
NPCE icon
4668
Neuropace
NPCE
$550M
$595K ﹤0.01%
57,677
+11,124
GDE icon
4669
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$458M
$594K ﹤0.01%
+10,354
RVSB icon
4670
Riverview Bancorp
RVSB
$109M
$594K ﹤0.01%
110,551
+23,102
PX icon
4671
P10
PX
$1.02B
$593K ﹤0.01%
54,526
-18,604
NRDS icon
4672
NerdWallet
NRDS
$1.09B
$592K ﹤0.01%
54,992
-76,786
FNLC icon
4673
First Bancorp
FNLC
$288M
$591K ﹤0.01%
22,523
+11,326
PNNT
4674
Pennant Park Investment Corp
PNNT
$394M
$591K ﹤0.01%
88,058
-5,927
CTKB icon
4675
Cytek Biosciences
CTKB
$720M
$590K ﹤0.01%
170,160
+78,548