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
FLTW icon
4651
Franklin FTSE Taiwan ETF
FLTW
$670M
$511K ﹤0.01%
9,799
+2,321
WSBF icon
4652
Waterstone Financial
WSBF
$291M
$511K ﹤0.01%
37,012
+11,427
AEF
4653
abrdn Emerging Markets Equity Income Fund
AEF
$272M
$511K ﹤0.01%
85,987
+1,824
QLC icon
4654
FlexShares US Quality Large Cap Index Fund
QLC
$705M
$509K ﹤0.01%
7,151
-8,262
VLRS
4655
Controladora Vuela Compañía de Aviación
VLRS
$832M
$509K ﹤0.01%
107,093
-33,151
CLMB icon
4656
Climb Global Solutions
CLMB
$461M
$504K ﹤0.01%
4,717
+879
ALX
4657
Alexander's
ALX
$1.08B
$504K ﹤0.01%
2,235
-1,453
ROM icon
4658
ProShares Ultra Technology
ROM
$850M
$502K ﹤0.01%
6,600
FRDM icon
4659
Freedom 100 Emerging Markets ETF
FRDM
$1.67B
$502K ﹤0.01%
12,431
-873
PROK icon
4660
ProKidney
PROK
$300M
$501K ﹤0.01%
846,154
+93,322
SAMG icon
4661
Silvercrest Asset Management
SAMG
$112M
$500K ﹤0.01%
31,539
+5,769
TUYA
4662
Tuya Inc
TUYA
$1.35B
$500K ﹤0.01%
216,302
+212,875
NPKI
4663
NPK International
NPKI
$1.03B
$497K ﹤0.01%
58,448
-148,468
FXB icon
4664
Invesco CurrencyShares British Pound Sterling Trust
FXB
$89.2M
$497K ﹤0.01%
3,760
+1,367
SPC icon
4665
CrossingBridge Pre-Merger SPAC ETF
SPC
$21.8M
$496K ﹤0.01%
23,163
-2,290
CRBP icon
4666
Corbus Pharmaceuticals
CRBP
$209M
$496K ﹤0.01%
71,893
+55,314
HEQT icon
4667
Simplify Hedged Equity ETF
HEQT
$331M
$496K ﹤0.01%
+16,493
HPF
4668
John Hancock Preferred Income Fund II
HPF
$354M
$493K ﹤0.01%
31,172
-1,314
WNEB icon
4669
Western New England Bancorp
WNEB
$251M
$493K ﹤0.01%
53,368
+5,931
DCGO icon
4670
DocGo
DCGO
$102M
$492K ﹤0.01%
313,563
+148,281
NAK
4671
Northern Dynasty Minerals
NAK
$995M
$492K ﹤0.01%
367,285
+160,285
ELVN icon
4672
Enliven Therapeutics
ELVN
$1.29B
$492K ﹤0.01%
24,508
+4,078
GRNB icon
4673
VanEck Green Bond ETF
GRNB
$159M
$491K ﹤0.01%
20,259
+1,266
NAGE
4674
Niagen Bioscience
NAGE
$550M
$490K ﹤0.01%
34,016
+8,454
MBS icon
4675
Angel Oak Mortgage-Backed Securities ETF
MBS
$155M
$490K ﹤0.01%
56,700