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
NEON icon
4876
Neonode
NEON
$37.4M
$316K ﹤0.01%
12,400
+12,293
TCRX icon
4877
TScan Therapeutics
TCRX
$63M
$316K ﹤0.01%
217,967
+47,617
CMU
4878
MFS High Yield Municipal Trust
CMU
$90M
$316K ﹤0.01%
94,893
+30,000
QD
4879
Qudian
QD
$798M
$316K ﹤0.01%
100,505
-19,959
PWOD
4880
DELISTED
Penns Woods Bancorp
PWOD
$315K ﹤0.01%
10,382
+4,494
MCBS icon
4881
MetroCity Bankshares
MCBS
$679M
$313K ﹤0.01%
10,956
-1,882
TRC icon
4882
Tejon Ranch
TRC
$436M
$312K ﹤0.01%
18,425
+2,116
CTKB icon
4883
Cytek Biosciences
CTKB
$722M
$311K ﹤0.01%
91,612
-240,509
FMAG icon
4884
Fidelity Magellan ETF
FMAG
$269M
$310K ﹤0.01%
+9,046
HCM icon
4885
HUTCHMED
HCM
$2.48B
$310K ﹤0.01%
20,582
+3,035
MOTG icon
4886
VanEck Morningstar Global Wide Moat ETF
MOTG
$17.8M
$309K ﹤0.01%
7,270
-262
BWFG icon
4887
Bankwell Financial Group
BWFG
$362M
$308K ﹤0.01%
8,562
-464
SID icon
4888
Companhia Siderúrgica Nacional
SID
$2.1B
$308K ﹤0.01%
219,665
-317,882
PHI icon
4889
PLDT
PHI
$4.83B
$307K ﹤0.01%
14,098
-11,902
AXIA.PR
4890
AXIA Energia Preferred Shares
AXIA.PR
$28.3B
$306K ﹤0.01%
37,034
-4,067
OPEN icon
4891
Opendoor
OPEN
$7.34B
$305K ﹤0.01%
590,801
-1,908,047
SFST icon
4892
Southern First Bancshares
SFST
$416M
$304K ﹤0.01%
7,996
-1,168
DDM icon
4893
ProShares Ultra Dow30
DDM
$507M
$304K ﹤0.01%
6,192
+3,192
FLG.PRU
4894
Flagstar Bank National Association Bifurcated Option Note Unit Securities
FLG.PRU
$113M
$303K ﹤0.01%
7,883
+300
DSP icon
4895
Viant Technology
DSP
$177M
$303K ﹤0.01%
22,910
-5,809
HBT icon
4896
HBT Financial
HBT
$761M
$303K ﹤0.01%
12,003
+3,085
BSJV icon
4897
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$55.9M
$302K ﹤0.01%
11,331
+9,265
NREF
4898
NexPoint Real Estate Finance
NREF
$257M
$302K ﹤0.01%
21,898
-1,297
CTEV
4899
Claritev Corp
CTEV
$894M
$301K ﹤0.01%
6,670
-5,372
ISTR icon
4900
Investar Holding Corp
ISTR
$243M
$300K ﹤0.01%
15,541
-918