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
CRDL
4676
Cardiol Therapeutics
CRDL
$102M
$590K ﹤0.01%
551,053
+524,598
PAM icon
4677
Pampa Energía
PAM
$4.74B
$589K ﹤0.01%
9,800
-7,479
XOMZ
4678
Direxion Daily XOM Bear 1X Shares
XOMZ
$2.32M
$588K ﹤0.01%
25,000
LODE icon
4679
Comstock
LODE
$178M
$588K ﹤0.01%
171,850
+171,511
FSFG icon
4680
First Savings Financial Group
FSFG
$218M
$587K ﹤0.01%
18,680
-235
KLC
4681
KinderCare Learning Companies
KLC
$466M
$587K ﹤0.01%
88,348
-63,144
BKSE icon
4682
BNY Mellon US Small Cap Core Equity ETF
BKSE
$59.3M
$583K ﹤0.01%
5,296
+912
CGNG
4683
Capital Group New Geography Equity ETF
CGNG
$1.13B
$582K ﹤0.01%
+18,826
RBB icon
4684
RBB Bancorp
RBB
$337M
$582K ﹤0.01%
31,002
+21,641
CXSE icon
4685
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$509M
$581K ﹤0.01%
13,023
-756
NAT icon
4686
Nordic American Tanker
NAT
$790M
$580K ﹤0.01%
184,749
-459,777
CLOX icon
4687
Panagram AAA CLO ETF
CLOX
$235M
$580K ﹤0.01%
22,671
-979
QCMD
4688
Direxion Daily QCOM Bear 1X ETF
QCMD
$2.87M
$578K ﹤0.01%
25,000
UYG icon
4689
ProShares Ultra Financials
UYG
$832M
$578K ﹤0.01%
5,820
-326
FRDD
4690
Direxion Daily F Bear 1X ETF
FRDD
$2.03M
$577K ﹤0.01%
+25,000
TMCI icon
4691
Treace Medical Concepts
TMCI
$196M
$576K ﹤0.01%
85,905
+13,332
PDN icon
4692
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$364M
$576K ﹤0.01%
14,015
-2,781
FG icon
4693
F&G Annuities & Life
FG
$4.36B
$574K ﹤0.01%
18,360
+2,352
TSPA icon
4694
T. Rowe Price US Equity Research ETF
TSPA
$2.08B
$567K ﹤0.01%
13,519
+8,231
OLP
4695
One Liberty Properties
OLP
$453M
$566K ﹤0.01%
25,577
+10,612
GOOD
4696
Gladstone Commercial Corp
GOOD
$536M
$565K ﹤0.01%
45,820
-50,149
RIV
4697
RiverNorth Opportunities Fund
RIV
$318M
$564K ﹤0.01%
46,988
-454
RMR icon
4698
The RMR Group
RMR
$260M
$563K ﹤0.01%
35,821
-58,842
PBT
4699
Permian Basin Royalty Trust
PBT
$834M
$563K ﹤0.01%
30,863
+17,826
BFS
4700
Saul Centers
BFS
$760M
$562K ﹤0.01%
17,641
-5,296