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
INZY
5051
DELISTED
Inozyme Pharma
INZY
$210K ﹤0.01%
52,454
-19,896
EVF
5052
Eaton Vance Senior Income Trust
EVF
$97.6M
$208K ﹤0.01%
36,619
-517
CTRN icon
5053
Citi Trends
CTRN
$376M
$208K ﹤0.01%
6,221
+342
OPPE
5054
WisdomTree European Opportunities Fund
OPPE
$180M
$208K ﹤0.01%
4,456
+345
BSJW
5055
Invesco BulletShares 2032 High Yield Corporate Bond ETF
BSJW
$28.4M
$208K ﹤0.01%
+8,099
GLAD icon
5056
Gladstone Capital
GLAD
$474M
$207K ﹤0.01%
7,684
+282
ESGG icon
5057
FlexShares STOXX Global ESG Select Index Fund
ESGG
$101M
$207K ﹤0.01%
1,104
-27
PSCF icon
5058
Invesco S&P SmallCap Financials ETF
PSCF
$18.8M
$206K ﹤0.01%
3,795
-1,191
MGNX icon
5059
MacroGenics
MGNX
$96.8M
$206K ﹤0.01%
170,087
-18,422
TSPA icon
5060
T. Rowe Price US Equity Research ETF
TSPA
$2.1B
$206K ﹤0.01%
5,288
+3,021
MITT
5061
AG Mortgage Investment Trust
MITT
$260M
$205K ﹤0.01%
27,212
-637
REPX icon
5062
Riley Exploration Permian
REPX
$602M
$205K ﹤0.01%
7,806
+402
BH icon
5063
Biglari Holdings Class B
BH
$912M
$205K ﹤0.01%
700
-194
TSI
5064
TCW Strategic Income Fund
TSI
$236M
$204K ﹤0.01%
41,740
+5,001
CCLD icon
5065
CareCloud
CCLD
$131M
$203K ﹤0.01%
86,223
+278
TRAK icon
5066
ReposiTrak
TRAK
$247M
$203K ﹤0.01%
10,318
-879
GBTC icon
5067
Grayscale Bitcoin Trust
GBTC
$36.3B
$202K ﹤0.01%
2,386
+125
IHY icon
5068
VanEck International High Yield Bond ETF
IHY
$45.9M
$202K ﹤0.01%
9,165
+610
CRGX
5069
DELISTED
CARGO Therapeutics
CRGX
$201K ﹤0.01%
48,907
-37,117
NRDY icon
5070
Nerdy
NRDY
$165M
$201K ﹤0.01%
123,534
+86,791
EVC icon
5071
Entravision Communication
EVC
$253M
$201K ﹤0.01%
86,676
-9,576
BLFY icon
5072
Blue Foundry Bancorp
BLFY
$236M
$200K ﹤0.01%
20,908
+2,069
PFO
5073
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$125M
$199K ﹤0.01%
21,464
-326
AUDC icon
5074
AudioCodes
AUDC
$258M
$198K ﹤0.01%
20,185
-8,683
UPB
5075
Upstream Bio Inc
UPB
$1.55B
$198K ﹤0.01%
18,031
+7,500