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
ALCO icon
4851
Alico
ALCO
$261M
$419K ﹤0.01%
12,080
-1,888
SMHI icon
4852
SEACOR Marine Holdings
SMHI
$187M
$418K ﹤0.01%
64,466
-2,421
THW
4853
abrdn World Healthcare Fund
THW
$515M
$418K ﹤0.01%
33,138
-3,690
GRW
4854
TCW ETF Trust TCW Durable Growth ETF
GRW
$117M
$417K ﹤0.01%
13,060
RSVR icon
4855
Reservoir Media
RSVR
$484M
$417K ﹤0.01%
51,178
+8,822
PHLT
4856
DELISTED
Performant Healthcare Inc
PHLT
$416K ﹤0.01%
53,804
-33,046
POWR
4857
iShares U.S. Power Infrastructure ETF
POWR
$79.7M
$412K ﹤0.01%
16,411
-371
TBRG icon
4858
TruBridge
TBRG
$336M
$412K ﹤0.01%
20,402
-4,321
FWDI
4859
Forward Industries Inc
FWDI
$732M
$411K ﹤0.01%
16,065
+15,768
OOMA icon
4860
Ooma
OOMA
$314M
$410K ﹤0.01%
34,155
+7,714
GCBC icon
4861
Greene County Bancorp
GCBC
$385M
$409K ﹤0.01%
18,085
+636
NMAX
4862
Newsmax Inc
NMAX
$1.05B
$408K ﹤0.01%
32,924
-103,723
CLOV icon
4863
Clover Health Investments
CLOV
$1.25B
$407K ﹤0.01%
133,131
-3,879,613
TCRX icon
4864
TScan Therapeutics
TCRX
$60.2M
$406K ﹤0.01%
223,024
+5,057
ALX
4865
Alexander's
ALX
$1.09B
$406K ﹤0.01%
1,730
-505
ESEA icon
4866
Euroseas
ESEA
$420M
$405K ﹤0.01%
6,795
+5,678
DVYA icon
4867
iShares Asia/Pacific Dividend ETF
DVYA
$54.9M
$405K ﹤0.01%
9,629
+105
PSCE icon
4868
Invesco S&P SmallCap Energy ETF
PSCE
$62.1M
$404K ﹤0.01%
9,483
+2,447
TRC icon
4869
Tejon Ranch
TRC
$434M
$403K ﹤0.01%
25,230
+6,805
FFA
4870
First Trust Enhanced Equity Income Fund
FFA
$436M
$402K ﹤0.01%
18,680
+3,127
SAMG icon
4871
Silvercrest Asset Management
SAMG
$111M
$401K ﹤0.01%
25,487
-6,052
CEVA icon
4872
CEVA Inc
CEVA
$557M
$401K ﹤0.01%
15,189
+152
AHH
4873
Armada Hoffler Properties
AHH
$515M
$400K ﹤0.01%
57,127
-101
DCGO icon
4874
DocGo
DCGO
$98.8M
$400K ﹤0.01%
293,975
-19,588
AVO icon
4875
Mission Produce
AVO
$842M
$398K ﹤0.01%
33,134
-3,583