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
RXT icon
4776
Rackspace Technology
RXT
$251M
$485K ﹤0.01%
344,185
+82,011
SPBW
4777
AllianzIM Buffer20 Allocation ETF
SPBW
$43.4M
$485K ﹤0.01%
+18,044
RAFE icon
4778
PIMCO RAFI ESG US ETF
RAFE
$103M
$485K ﹤0.01%
11,920
+450
ODC icon
4779
Oil-Dri
ODC
$810M
$485K ﹤0.01%
7,943
-3,947
MSTY icon
4780
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.87B
$484K ﹤0.01%
34,700
-47,959
GLDG
4781
GoldMining Inc
GLDG
$288M
$484K ﹤0.01%
393,604
+264,400
BRSP
4782
BrightSpire Capital
BRSP
$729M
$484K ﹤0.01%
89,077
+7,785
PESI icon
4783
Perma-Fix Environmental Services
PESI
$227M
$482K ﹤0.01%
47,739
+38,764
ELVN icon
4784
Enliven Therapeutics
ELVN
$1.28B
$482K ﹤0.01%
23,543
-965
QTRX icon
4785
Quanterix
QTRX
$336M
$480K ﹤0.01%
88,366
+26,565
BOIL icon
4786
ProShares Ultra Bloomberg Natural Gas
BOIL
$143M
$477K ﹤0.01%
15,900
CRNT icon
4787
Ceragon Networks
CRNT
$181M
$477K ﹤0.01%
204,574
-168,387
SPXV icon
4788
ProShares S&P 500 ex-Health Care ETF
SPXV
$34.5M
$476K ﹤0.01%
6,484
-7,351
PSCC icon
4789
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$34.6M
$474K ﹤0.01%
14,391
+917
UDIV icon
4790
Franklin US Core Dividend Tilt Index ETF
UDIV
$106M
$474K ﹤0.01%
9,053
-520
ETOR
4791
eToro Group
ETOR
$3.45B
$474K ﹤0.01%
11,483
-107,312
GMRE
4792
Global Medical REIT
GMRE
$444M
$473K ﹤0.01%
14,031
+553
KFS icon
4793
Kingsway Financial Services
KFS
$368M
$473K ﹤0.01%
32,329
-2,663
OVID icon
4794
Ovid Therapeutics
OVID
$110M
$472K ﹤0.01%
362,707
+347,799
SPFI icon
4795
South Plains Financial
SPFI
$617M
$471K ﹤0.01%
12,174
+5,723
EC icon
4796
Ecopetrol
EC
$20.2B
$469K ﹤0.01%
50,972
-206,293
QLTY icon
4797
GMO US Quality ETF
QLTY
$2.84B
$469K ﹤0.01%
+12,958
GCO icon
4798
Genesco
GCO
$387M
$469K ﹤0.01%
16,176
-1,838
INGN icon
4799
Inogen
INGN
$192M
$468K ﹤0.01%
57,238
-114,288
MBX
4800
MBX Biosciences
MBX
$1.52B
$466K ﹤0.01%
26,616
-15,771