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
LCNB icon
4951
LCNB Corp
LCNB
$225M
$267K ﹤0.01%
18,376
-699
ATXS icon
4952
Astria Therapeutics
ATXS
$722M
$266K ﹤0.01%
49,628
+3,881
HUBC icon
4953
Hub Cyber Security
HUBC
$28.2M
$266K ﹤0.01%
+138,448
GEF.B icon
4954
Greif Class B
GEF.B
$2.75B
$265K ﹤0.01%
3,846
-773
TPIC
4955
DELISTED
TPI Composites
TPIC
$265K ﹤0.01%
308,108
-608,451
BSBK icon
4956
Bogota Financial
BSBK
$109M
$263K ﹤0.01%
33,775
+5
EVEX icon
4957
Eve Holding
EVEX
$1.37B
$263K ﹤0.01%
38,299
+6,147
AMRN
4958
Amarin Corp
AMRN
$332M
$260K ﹤0.01%
16,048
+15,210
CRON
4959
Cronos Group
CRON
$946M
$258K ﹤0.01%
135,180
+13,450
PLPC icon
4960
Preformed Line Products
PLPC
$1.01B
$257K ﹤0.01%
1,609
+100
PETS icon
4961
PetMed Express
PETS
$36.8M
$256K ﹤0.01%
77,185
-13,857
LYRA icon
4962
Lyra Therapeutics
LYRA
$6.55M
$256K ﹤0.01%
28,542
+28,115
IG icon
4963
Principal Investment Grade Corporate Active ETF
IG
$147M
$255K ﹤0.01%
12,266
-13,341
CARV icon
4964
Carver Bancorp
CARV
$8.51M
$255K ﹤0.01%
147,269
+5
API
4965
Agora
API
$324M
$254K ﹤0.01%
66,795
-346,590
HBCP icon
4966
Home Bancorp
HBCP
$434M
$254K ﹤0.01%
4,909
-1,986
BLCO icon
4967
Bausch + Lomb
BLCO
$5.73B
$253K ﹤0.01%
19,413
-3,095
TBN
4968
Tamboran Resources
TBN
$500M
$251K ﹤0.01%
11,788
+11,038
NFLY icon
4969
YieldMax NFLX Option Income Strategy ETF
NFLY
$119M
$251K ﹤0.01%
13,041
+10,694
NKSH icon
4970
National Bankshares
NKSH
$188M
$250K ﹤0.01%
9,202
-651
PSIX
4971
Power Solutions International
PSIX
$1.25B
$250K ﹤0.01%
3,869
-726
KARO icon
4972
Karooooo
KARO
$1.39B
$250K ﹤0.01%
5,100
+750
GNTY
4973
DELISTED
Guaranty Bancshares
GNTY
$249K ﹤0.01%
5,870
-1,918
CNYA icon
4974
iShares MSCI China A ETF
CNYA
$217M
$249K ﹤0.01%
8,674
-57,297
VLGEA icon
4975
Village Super Market
VLGEA
$510M
$249K ﹤0.01%
6,457
-494