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
FLSW icon
4901
Franklin FTSE Switzerland ETF
FLSW
$60M
$298K ﹤0.01%
7,861
+7,514
CEPO
4902
Cantor Equity Partners I
CEPO
$265M
$298K ﹤0.01%
+25,000
BSET icon
4903
Bassett Furniture
BSET
$135M
$295K ﹤0.01%
19,398
+5,776
MVIS icon
4904
Microvision
MVIS
$288M
$295K ﹤0.01%
258,583
+102,616
CRDF icon
4905
Cardiff Oncology
CRDF
$154M
$294K ﹤0.01%
93,393
+61,110
EMIF icon
4906
iShares Emerging Markets Infrastructure ETF
EMIF
$8.21M
$294K ﹤0.01%
12,298
-200
LDEM icon
4907
iShares ESG MSCI EM Leaders ETF
LDEM
$32.3M
$294K ﹤0.01%
5,444
-497
WEYS icon
4908
Weyco Group
WEYS
$286M
$293K ﹤0.01%
8,826
-598
FDBC icon
4909
Fidelity D&D Bancorp
FDBC
$252M
$292K ﹤0.01%
6,352
+1,296
ASG
4910
Liberty All-Star Growth Fund
ASG
$333M
$291K ﹤0.01%
53,167
-11,796
STIM icon
4911
Neuronetics
STIM
$102M
$291K ﹤0.01%
83,315
-170,269
EXFY icon
4912
Expensify
EXFY
$144M
$290K ﹤0.01%
112,078
+46,999
GPCR icon
4913
Structure Therapeutics
GPCR
$2.17B
$288K ﹤0.01%
13,908
-41,530
JAKK icon
4914
Jakks Pacific
JAKK
$185M
$287K ﹤0.01%
13,804
-1,142
SFY icon
4915
SoFi Select 500 ETF
SFY
$557M
$286K ﹤0.01%
2,422
-11,321
BRCC icon
4916
BRC Inc
BRCC
$146M
$286K ﹤0.01%
218,256
+165,418
UROY
4917
Uranium Royalty Corp
UROY
$497M
$285K ﹤0.01%
113,837
-26,863
FNLC icon
4918
First Bancorp
FNLC
$287M
$285K ﹤0.01%
11,197
-1,147
ORN icon
4919
Orion Group Holdings
ORN
$399M
$284K ﹤0.01%
31,285
-18,468
GBUG
4920
Sprott Active Gold & Silver Miners ETF
GBUG
$132M
$283K ﹤0.01%
11,165
-5,655
FSBC icon
4921
Five Star Bancorp
FSBC
$737M
$283K ﹤0.01%
9,920
-635
RMM
4922
RiverNorth Managed Duration Municipal Income Fund
RMM
$275M
$283K ﹤0.01%
21,076
+1,284
PHVS icon
4923
Pharvaris
PHVS
$1.84B
$282K ﹤0.01%
16,023
-13,183
ALTY icon
4924
Global X Alternative Income ETF
ALTY
$39.4M
$281K ﹤0.01%
24,131
+8,457
CZFS icon
4925
Citizens Financial Services
CZFS
$269M
$281K ﹤0.01%
4,780
+1,293