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
IBTP
4676
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$229M
$489K ﹤0.01%
+19,016
TSBK icon
4677
Timberland Bancorp
TSBK
$273M
$488K ﹤0.01%
15,638
+141
VBIL
4678
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$3.75B
$487K ﹤0.01%
+6,447
PARAA
4679
DELISTED
Paramount Global Class A
PARAA
$486K ﹤0.01%
21,176
-2,556
KODK icon
4680
Kodak
KODK
$735M
$486K ﹤0.01%
85,954
-276,314
NECB icon
4681
Northeast Community Bancorp
NECB
$287M
$485K ﹤0.01%
20,860
+1,390
MBX
4682
MBX Biosciences
MBX
$1.52B
$484K ﹤0.01%
42,387
+14,297
ALEC icon
4683
Alector
ALEC
$147M
$481K ﹤0.01%
343,909
+5,927
ROBO icon
4684
ROBO Global Robotics & Automation Index ETF
ROBO
$1.25B
$481K ﹤0.01%
8,052
+383
RVSB icon
4685
Riverview Bancorp
RVSB
$109M
$481K ﹤0.01%
87,449
+7,539
FXC icon
4686
Invesco CurrencyShares Canadian Dollar Trust
FXC
$80.4M
$480K ﹤0.01%
6,690
+2,366
JHI
4687
John Hancock Investors Trust
JHI
$122M
$480K ﹤0.01%
34,635
-756
BOED
4688
Direxion Daily BA Bear 1X Shares
BOED
$2.62M
$478K ﹤0.01%
+25,000
DCRE icon
4689
DoubleLine Commercial Real Estate ETF
DCRE
$331M
$475K ﹤0.01%
9,124
-39
CXSE icon
4690
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$511M
$474K ﹤0.01%
13,779
+613
HYI
4691
Western Asset High Yield Opportunity Fund Inc
HYI
$253M
$474K ﹤0.01%
39,569
+3,562
KFS icon
4692
Kingsway Financial Services
KFS
$370M
$474K ﹤0.01%
34,992
+1,592
PDT
4693
John Hancock Premium Dividend Fund
PDT
$644M
$474K ﹤0.01%
35,973
-13,776
FSFG icon
4694
First Savings Financial Group
FSFG
$217M
$474K ﹤0.01%
18,915
+2,133
CIO
4695
City Office REIT
CIO
$274M
$471K ﹤0.01%
88,275
+52,375
AROW icon
4696
Arrow Financial
AROW
$501M
$471K ﹤0.01%
17,820
-1,594
PICB icon
4697
Invesco International Corporate Bond ETF
PICB
$243M
$471K ﹤0.01%
19,459
+6,548
CHIQ icon
4698
Global X MSCI China Consumer Discretionary ETF
CHIQ
$220M
$470K ﹤0.01%
22,278
+12,488
PKST
4699
Peakstone Realty Trust
PKST
$497M
$468K ﹤0.01%
35,404
-13,198
HTLD icon
4700
Heartland Express
HTLD
$612M
$467K ﹤0.01%
54,102
-146