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
ARKO icon
5126
ARKO Corp
ARKO
$530M
$176K ﹤0.01%
41,519
-65,556
ARAY icon
5127
Accuray
ARAY
$122M
$175K ﹤0.01%
127,849
-8,659
NEGG icon
5128
Newegg Commerce
NEGG
$1.59B
$175K ﹤0.01%
10,775
+10,770
GAUZ
5129
Gauzy
GAUZ
$44.8M
$174K ﹤0.01%
+20,635
CHGG icon
5130
Chegg
CHGG
$106M
$173K ﹤0.01%
143,144
-1,860,958
SOHU
5131
Sohu.com
SOHU
$464M
$172K ﹤0.01%
12,953
-259,515
DC icon
5132
Dakota Gold
DC
$529M
$172K ﹤0.01%
46,641
+815
LTBR icon
5133
Lightbridge
LTBR
$526M
$172K ﹤0.01%
12,867
+8,341
BETR icon
5134
Better Home & Finance Holding
BETR
$760M
$172K ﹤0.01%
13,871
+6,479
QAT icon
5135
iShares MSCI Qatar ETF
QAT
$70.8M
$171K ﹤0.01%
9,204
-30,317
MRAM icon
5136
Everspin Technologies
MRAM
$183M
$171K ﹤0.01%
27,150
+6,041
ABOS icon
5137
Acumen Pharmaceuticals
ABOS
$114M
$171K ﹤0.01%
147,009
-11,925
PJUL icon
5138
Innovator US Equity Power Buffer ETF July
PJUL
$1.13B
$169K ﹤0.01%
3,862
PXJ icon
5139
Invesco Oil & Gas Services ETF
PXJ
$27.4M
$169K ﹤0.01%
7,097
-1,055
CSAN icon
5140
Cosan
CSAN
$7.06B
$169K ﹤0.01%
33,367
-405,392
ORGN icon
5141
Origin Materials
ORGN
$71.4M
$168K ﹤0.01%
348,682
-2,199
OTF
5142
Blue Owl Technology Finance Corp
OTF
$6.51B
$168K ﹤0.01%
+11,030
BBCP icon
5143
Concrete Pumping Holdings
BBCP
$324M
$168K ﹤0.01%
27,303
-3,565
SEER icon
5144
Seer Inc
SEER
$107M
$167K ﹤0.01%
78,138
-10,076
PAI
5145
Western Asset Investment Grade Income Fund
PAI
$119M
$167K ﹤0.01%
12,860
-1
LFCR icon
5146
Lifecore Biomedical
LFCR
$296M
$167K ﹤0.01%
20,545
-6,717
EPM icon
5147
Evolution Petroleum
EPM
$136M
$166K ﹤0.01%
35,372
-3,822
VCRM
5148
Vanguard Core Tax-Exempt Bond ETF
VCRM
$652M
$166K ﹤0.01%
2,250
RGCO icon
5149
RGC Resources
RGCO
$233M
$165K ﹤0.01%
7,381
-4,390
TMQ
5150
Trilogy Metals
TMQ
$732M
$165K ﹤0.01%
122,095
+17,291