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
EVCM icon
5151
EverCommerce
EVCM
$1.53B
$212K ﹤0.01%
19,066
-14,047
MAMA icon
5152
Mama's Creations
MAMA
$473M
$211K ﹤0.01%
20,117
-9,005
AFRI icon
5153
Forafric Global
AFRI
$261M
$211K ﹤0.01%
24,285
+1,156
SGA icon
5154
Saga Communications
SGA
$77.3M
$211K ﹤0.01%
16,951
+16,896
BRBS icon
5155
Blue Ridge Bankshares
BRBS
$393M
$211K ﹤0.01%
49,769
-91
CGGE
5156
Capital Group Global Equity ETF
CGGE
$1.33B
$210K ﹤0.01%
6,820
+6,819
CPER icon
5157
United States Copper Index Fund
CPER
$333M
$209K ﹤0.01%
6,980
VLGEA icon
5158
Village Super Market
VLGEA
$511M
$209K ﹤0.01%
5,587
-870
VGZ icon
5159
Vista Gold
VGZ
$230M
$208K ﹤0.01%
97,812
+77,412
FRAF icon
5160
Franklin Financial Services
FRAF
$241M
$208K ﹤0.01%
4,528
-21
CTRN icon
5161
Citi Trends
CTRN
$374M
$208K ﹤0.01%
6,707
+486
LWLG icon
5162
Lightwave Logic
LWLG
$568M
$207K ﹤0.01%
55,814
+26,413
BLCO icon
5163
Bausch + Lomb
BLCO
$5.68B
$207K ﹤0.01%
13,720
-5,693
TSI
5164
TCW Strategic Income Fund
TSI
$235M
$207K ﹤0.01%
42,015
+275
ORN icon
5165
Orion Group Holdings
ORN
$392M
$207K ﹤0.01%
24,843
-6,442
COPY
5166
Tweedy Browne Insider + Value ETF
COPY
$182M
$207K ﹤0.01%
+16,780
ARAY icon
5167
Accuray
ARAY
$113M
$206K ﹤0.01%
123,151
-4,698
DDLS icon
5168
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$421M
$205K ﹤0.01%
4,881
-57
EVMT icon
5169
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.8M
$205K ﹤0.01%
12,536
MGRM
5170
DELISTED
Monogram Orthopaedics
MGRM
$204K ﹤0.01%
34,722
+31,992
GNTY
5171
DELISTED
Guaranty Bancshares
GNTY
$204K ﹤0.01%
4,178
-1,692
EVC icon
5172
Entravision Communication
EVC
$257M
$203K ﹤0.01%
87,223
+547
JIRE icon
5173
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.45B
$203K ﹤0.01%
2,758
-5,452
FXNC icon
5174
First National Corp
FXNC
$222M
$203K ﹤0.01%
8,932
+5,455
BBCP icon
5175
Concrete Pumping Holdings
BBCP
$320M
$202K ﹤0.01%
28,682
+1,379