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
KRRO icon
5126
Korro Bio
KRRO
$53.3M
$225K ﹤0.01%
4,704
-23,452
ACNT icon
5127
Ascent Industries
ACNT
$135M
$225K ﹤0.01%
17,484
+13,009
XRPI
5128
Volatility Shares Trust XRP ETF
XRPI
$175M
$225K ﹤0.01%
+13,000
AURA icon
5129
Aura Biosciences
AURA
$406M
$224K ﹤0.01%
36,183
+10,550
AIRO
5130
AIRO Group Holdings
AIRO
$259M
$223K ﹤0.01%
11,622
+9,122
LPTH icon
5131
Lightpath Technologies
LPTH
$318M
$223K ﹤0.01%
28,110
+25,738
SUPV
5132
Grupo Supervielle
SUPV
$945M
$223K ﹤0.01%
44,965
+38,064
BKTI icon
5133
BK Technologies
BKTI
$240M
$222K ﹤0.01%
2,630
+1,307
ATNI icon
5134
ATN International
ATNI
$322M
$222K ﹤0.01%
14,806
+3,660
HSHP
5135
Himalaya Shipping
HSHP
$419M
$221K ﹤0.01%
26,900
+2,394
UROY
5136
Uranium Royalty Corp
UROY
$493M
$221K ﹤0.01%
51,437
-62,400
PSNL icon
5137
Personalis
PSNL
$966M
$221K ﹤0.01%
33,899
-188,112
PSCF icon
5138
Invesco S&P SmallCap Financials ETF
PSCF
$18.9M
$221K ﹤0.01%
3,849
+54
ARTNA icon
5139
Artesian Resources
ARTNA
$329M
$220K ﹤0.01%
6,747
-1,459
QLVD icon
5140
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
QLVD
$57.8M
$219K ﹤0.01%
7,052
+288
GBTC icon
5141
Grayscale Bitcoin Trust
GBTC
$35.4B
$219K ﹤0.01%
2,437
+51
ONOF icon
5142
Global X Adaptive US Risk Management ETF
ONOF
$141M
$218K ﹤0.01%
5,885
+142
AMCX icon
5143
AMC Networks
AMCX
$383M
$217K ﹤0.01%
26,336
-152,703
BVS icon
5144
Bioventus
BVS
$506M
$217K ﹤0.01%
32,390
-8,800
BOXX icon
5145
Alpha Architect 1-3 Month Box ETF
BOXX
$9.01B
$216K ﹤0.01%
1,900
GENC icon
5146
Gencor Industries
GENC
$189M
$215K ﹤0.01%
14,704
-784
HAUZ icon
5147
Xtrackers International Real Estate ETF
HAUZ
$927M
$214K ﹤0.01%
9,082
-404
MDWD icon
5148
MediWound
MDWD
$230M
$214K ﹤0.01%
11,864
+7,253
WTBA icon
5149
West Bancorporation
WTBA
$380M
$213K ﹤0.01%
10,493
-1,108
REPX icon
5150
Riley Exploration Permian
REPX
$600M
$213K ﹤0.01%
7,845
+39