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
GMRE
4701
Global Medical REIT
GMRE
$446M
$467K ﹤0.01%
13,478
-4,932
GDO
4702
Western Asset Global Corporate Defined Opportunity Fund
GDO
$87.8M
$465K ﹤0.01%
39,426
-569
LESL icon
4703
Leslie's
LESL
$27.6M
$465K ﹤0.01%
55,482
-64,958
NUKZ icon
4704
Range Nuclear Renaissance Index ETF
NUKZ
$747M
$464K ﹤0.01%
8,212
+3,225
NUTX
4705
Nutex Health
NUTX
$798M
$462K ﹤0.01%
3,715
+1,211
OPRX icon
4706
OptimizeRx
OPRX
$287M
$462K ﹤0.01%
34,242
-2,843
PUI icon
4707
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$53.3M
$462K ﹤0.01%
11,048
-850
UDIV icon
4708
Franklin US Core Dividend Tilt Index ETF
UDIV
$106M
$462K ﹤0.01%
9,573
+6,467
OPFI icon
4709
OppFi
OPFI
$270M
$461K ﹤0.01%
32,977
+22,771
KRUS icon
4710
Kura Sushi USA
KRUS
$599M
$459K ﹤0.01%
5,336
-870
FLAX icon
4711
Franklin FTSE Asia ex Japan ETF
FLAX
$35.5M
$459K ﹤0.01%
17,658
-4,852
BLDP
4712
Ballard Power Systems
BLDP
$836M
$459K ﹤0.01%
288,589
-7,108
GRW
4713
TCW ETF Trust TCW Durable Growth ETF
GRW
$118M
$457K ﹤0.01%
13,060
-468
ECO
4714
Okeanis Eco Tankers
ECO
$1.31B
$457K ﹤0.01%
21,025
-39,661
ALCO icon
4715
Alico
ALCO
$264M
$456K ﹤0.01%
13,968
-3,102
EAD
4716
Allspring Income Opportunities Fund
EAD
$404M
$451K ﹤0.01%
63,828
+442
IQI icon
4717
Invesco Quality Municipal Securities
IQI
$528M
$450K ﹤0.01%
47,922
+28,732
BLZE icon
4718
Backblaze
BLZE
$268M
$449K ﹤0.01%
81,647
+39,833
JCE icon
4719
Nuveen Core Equity Alpha Fund
JCE
$269M
$449K ﹤0.01%
28,952
-884
LBAY icon
4720
Leatherback Long/Short Alternative Yield ETF
LBAY
$23.9M
$449K ﹤0.01%
18,300
PSCC icon
4721
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$34.5M
$448K ﹤0.01%
13,474
+1,313
GNK icon
4722
Genco Shipping & Trading
GNK
$815M
$447K ﹤0.01%
34,191
-52,059
NLOP
4723
Net Lease Office Properties
NLOP
$441M
$443K ﹤0.01%
13,605
-2,525
WOMN icon
4724
Impact Shares Womens Empowerment ETF Trading
WOMN
$64.7M
$442K ﹤0.01%
11,140
+150
FRPH icon
4725
FRP Holdings
FRPH
$441M
$441K ﹤0.01%
16,386
-489