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
LARK icon
4801
Landmark Bancorp
LARK
$168M
$370K ﹤0.01%
13,982
+2,235
EBIZ icon
4802
Global X E-commerce ETF
EBIZ
$52.8M
$370K ﹤0.01%
12,076
+323
FXF icon
4803
Invesco CurrencyShares Swiss Franc Trust
FXF
$391M
$367K ﹤0.01%
3,283
+3,273
DVYA icon
4804
iShares Asia/Pacific Dividend ETF
DVYA
$54.9M
$366K ﹤0.01%
9,524
+88
ACNB icon
4805
ACNB Corp
ACNB
$503M
$364K ﹤0.01%
8,508
-545
DFP
4806
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$438M
$364K ﹤0.01%
17,748
-807
CRML icon
4807
Critical Metals Corp
CRML
$969M
$364K ﹤0.01%
101,742
+40,291
BSMY
4808
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$76.5M
$364K ﹤0.01%
15,332
+8,177
PFIS icon
4809
Peoples Financial Services
PFIS
$488M
$362K ﹤0.01%
7,337
-1,169
IAUX
4810
i-80 Gold Corp
IAUX
$967M
$360K ﹤0.01%
601,690
-25,242
OLP
4811
One Liberty Properties
OLP
$451M
$357K ﹤0.01%
14,965
-11,651
FDUS icon
4812
Fidus Investment
FDUS
$718M
$357K ﹤0.01%
17,673
-481
STRK
4813
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$637M
$357K ﹤0.01%
2,950
+873
PRME icon
4814
Prime Medicine
PRME
$690M
$357K ﹤0.01%
144,511
+31,585
EML icon
4815
Eastern Company
EML
$118M
$356K ﹤0.01%
15,618
-689
MHI
4816
DELISTED
Pioneer Municipal High Income Fund
MHI
$356K ﹤0.01%
38,858
+670
QDTE icon
4817
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$934M
$355K ﹤0.01%
+10,000
GCO icon
4818
Genesco
GCO
$387M
$355K ﹤0.01%
18,014
-15,058
TRUE icon
4819
TrueCar
TRUE
$189M
$355K ﹤0.01%
186,627
-11,902
WTRE icon
4820
WisdomTree New Economy Real Estate Fund
WTRE
$14.1M
$354K ﹤0.01%
18,190
+1,344
SMRT icon
4821
SmartRent
SMRT
$325M
$353K ﹤0.01%
356,184
+58,148
KRT icon
4822
Karat Packaging
KRT
$443M
$352K ﹤0.01%
12,509
+4,236
ENIC icon
4823
Enel Chile
ENIC
$5.33B
$352K ﹤0.01%
96,985
-7,030
NXC icon
4824
Nuveen CA Select Tax-Free Income Portfolio
NXC
$85.2M
$352K ﹤0.01%
26,715
-30,311
KRRO icon
4825
Korro Bio
KRRO
$53.7M
$352K ﹤0.01%
28,156
+23,615