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
RDVI icon
4926
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.51B
$357K ﹤0.01%
13,811
-18,482
WINN icon
4927
Harbor Long-Term Growers ETF
WINN
$1.07B
$356K ﹤0.01%
11,440
+2,055
DCRE icon
4928
DoubleLine Commercial Real Estate ETF
DCRE
$331M
$356K ﹤0.01%
6,837
-2,287
QDTE icon
4929
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$924M
$356K ﹤0.01%
10,000
PRNT icon
4930
The 3D Printing ETF
PRNT
$72.4M
$356K ﹤0.01%
15,299
+14,311
FXB icon
4931
Invesco CurrencyShares British Pound Sterling Trust
FXB
$89.1M
$355K ﹤0.01%
2,744
-1,016
CBAN icon
4932
Colony Bankcorp
CBAN
$298M
$354K ﹤0.01%
20,837
+577
HYPD
4933
Hyperion DeFi Inc
HYPD
$33.5M
$354K ﹤0.01%
36,979
+36,952
CARV icon
4934
Carver Bancorp
CARV
$8.46M
$353K ﹤0.01%
147,266
-3
MGNX icon
4935
MacroGenics
MGNX
$92.4M
$352K ﹤0.01%
209,446
+39,359
HBCP icon
4936
Home Bancorp
HBCP
$438M
$352K ﹤0.01%
6,477
+1,568
SVCO
4937
Silvaco Group
SVCO
$131M
$351K ﹤0.01%
64,820
+37,832
CAAP icon
4938
Corporacion America
CAAP
$3.86B
$349K ﹤0.01%
19,281
+8,711
FJP icon
4939
First Trust Japan AlphaDEX Fund
FJP
$207M
$349K ﹤0.01%
5,359
-5,114
GCT icon
4940
GigaCloud Technology
GCT
$1.38B
$347K ﹤0.01%
12,212
-32,735
UMMA icon
4941
Wahed Dow Jones Islamic World ETF
UMMA
$167M
$347K ﹤0.01%
+12,579
JGH icon
4942
Nuveen Global High Income Fund
JGH
$292M
$346K ﹤0.01%
25,583
-916
IIF
4943
Morgan Stanley India Investment Fund
IIF
$255M
$346K ﹤0.01%
13,118
-1,288
VMO icon
4944
Invesco Municipal Opportunity Trust
VMO
$643M
$345K ﹤0.01%
35,711
-1,073
USCL icon
4945
iShares Climate Conscious & Transition MSCI USA ETF
USCL
$2.61B
$345K ﹤0.01%
4,404
-100
RBBN icon
4946
Ribbon Communications
RBBN
$500M
$344K ﹤0.01%
90,486
-14,148
HCM icon
4947
HUTCHMED
HCM
$2.47B
$343K ﹤0.01%
21,791
+1,209
SCLX icon
4948
Scilex Holding
SCLX
$128M
$342K ﹤0.01%
17,387
+7,783
CVLC icon
4949
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$652M
$342K ﹤0.01%
4,177
-291
NXC icon
4950
Nuveen CA Select Tax-Free Income Portfolio
NXC
$85.4M
$342K ﹤0.01%
26,343
-372