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
TKC icon
4976
Turkcell
TKC
$4.92B
$319K ﹤0.01%
53,004
-318
UIS icon
4977
Unisys
UIS
$184M
$319K ﹤0.01%
81,793
-5,904
AARD
4978
Aardvark Therapeutics
AARD
$203M
$318K ﹤0.01%
23,930
+15,941
RCEL icon
4979
Avita Medical
RCEL
$118M
$318K ﹤0.01%
62,139
-412
NREF
4980
NexPoint Real Estate Finance
NREF
$257M
$317K ﹤0.01%
22,385
+487
STRK
4981
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$585M
$316K ﹤0.01%
3,450
+500
HBT icon
4982
HBT Financial
HBT
$762M
$316K ﹤0.01%
12,537
+534
PICB icon
4983
Invesco International Corporate Bond ETF
PICB
$242M
$316K ﹤0.01%
13,246
-6,213
CD
4984
Chaince Digital Holdings
CD
$651M
$315K ﹤0.01%
12,829
+2,827
EMIF icon
4985
iShares Emerging Markets Infrastructure ETF
EMIF
$8.21M
$314K ﹤0.01%
12,232
-66
FLG.PRU
4986
Flagstar Bank National Association Bifurcated Option Note Unit Securities
FLG.PRU
$114M
$314K ﹤0.01%
7,883
STIM icon
4987
Neuronetics
STIM
$93.8M
$313K ﹤0.01%
114,668
+31,353
GPRK icon
4988
GeoPark
GPRK
$415M
$313K ﹤0.01%
49,071
-111,241
FYLD icon
4989
Cambria Foreign Shareholder Yield ETF
FYLD
$470M
$311K ﹤0.01%
9,968
-44,454
LSGR icon
4990
Natixis Loomis Sayles Focused Growth ETF
LSGR
$579M
$309K ﹤0.01%
+6,954
INFU icon
4991
InfuSystem Holdings
INFU
$190M
$309K ﹤0.01%
29,786
+11,792
CAPR icon
4992
Capricor Therapeutics
CAPR
$223M
$308K ﹤0.01%
42,765
-25,984
BKT icon
4993
BlackRock Income Trust
BKT
$360M
$307K ﹤0.01%
27,338
+426
BSBK icon
4994
Bogota Financial
BSBK
$111M
$307K ﹤0.01%
33,741
-34
MKC.V icon
4995
McCormick & Company Voting
MKC.V
$18B
$307K ﹤0.01%
4,600
HERE
4996
Here Group Ltd
HERE
$296M
$306K ﹤0.01%
33,956
+33,912
IMRX icon
4997
Immuneering
IMRX
$480M
$306K ﹤0.01%
43,754
+15,262
SBFG icon
4998
SB Financial Group
SBFG
$135M
$306K ﹤0.01%
15,852
+13,194
EPM icon
4999
Evolution Petroleum
EPM
$135M
$306K ﹤0.01%
63,428
+28,056
ATLC icon
5000
Atlanticus Holdings
ATLC
$888M
$305K ﹤0.01%
5,211
+1,621