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
FESM icon
5076
Fidelity Enhanced Small Cap ETF
FESM
$3.05B
$198K ﹤0.01%
6,184
+5,564
ONOF icon
5077
Global X Adaptive US Risk Management ETF
ONOF
$142M
$197K ﹤0.01%
5,743
+298
ATLC icon
5078
Atlanticus Holdings
ATLC
$893M
$197K ﹤0.01%
3,590
-3,320
PDYN icon
5079
Palladyne AI
PDYN
$255M
$196K ﹤0.01%
22,606
+16,220
EVMT icon
5080
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.87M
$195K ﹤0.01%
12,536
+290
DDLS icon
5081
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$425M
$195K ﹤0.01%
4,938
-241
IDE
5082
Voya Infrastructure, Industrials and Materials Fund
IDE
$179M
$194K ﹤0.01%
16,610
+1,581
AVD icon
5083
American Vanguard Corp
AVD
$133M
$192K ﹤0.01%
48,979
-13,276
CRCT icon
5084
Cricut
CRCT
$1B
$192K ﹤0.01%
28,327
-4,372
HIVE
5085
HIVE Digital Technologies
HIVE
$800M
$192K ﹤0.01%
106,509
-380,011
EWZS icon
5086
iShares MSCI Brazil Small-Cap ETF
EWZS
$193M
$191K ﹤0.01%
14,434
-23,606
OZ icon
5087
Belpointe PREP
OZ
$222M
$189K ﹤0.01%
2,958
-41
FCCO icon
5088
First Community Corp
FCCO
$223M
$189K ﹤0.01%
7,746
+3,365
SABA
5089
Saba Capital Income & Opportunities Fund II
SABA
$244M
$189K ﹤0.01%
20,549
+5,348
CMBT
5090
CMB.TECH NV
CMBT
$3.17B
$187K ﹤0.01%
20,767
-33,926
STKS icon
5091
The ONE Group
STKS
$62.5M
$186K ﹤0.01%
46,040
+5,699
CSBR icon
5092
Champions Oncology
CSBR
$90.2M
$186K ﹤0.01%
25,280
+7
GEOS icon
5093
Geospace Technologies
GEOS
$169M
$186K ﹤0.01%
13,043
+5,299
THRD
5094
DELISTED
Third Harmonic Bio
THRD
$186K ﹤0.01%
34,230
-50,455
BTMD icon
5095
Biote Corp
BTMD
$83.1M
$186K ﹤0.01%
46,235
-3,464
GUT
5096
Gabelli Utility Trust
GUT
$536M
$185K ﹤0.01%
31,908
+11,720
DMO
5097
Western Asset Mortgage Opportunity Fund
DMO
$132M
$185K ﹤0.01%
15,490
+2,424
MXCT icon
5098
MaxCyte
MXCT
$188M
$185K ﹤0.01%
84,836
+29,771
GLL icon
5099
ProShares UltraShort Gold
GLL
$93.7M
$185K ﹤0.01%
4,154
+4,150
SEG
5100
Seaport Entertainment Group
SEG
$273M
$185K ﹤0.01%
9,914
+5,806