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
LAB icon
5151
Standard BioTools
LAB
$577M
$165K ﹤0.01%
137,260
-7,768
SB icon
5152
Safe Bulkers
SB
$541M
$165K ﹤0.01%
45,618
-72,048
SNOY
5153
YieldMax SNOW Option Income Strategy ETF
SNOY
$76.3M
$165K ﹤0.01%
9,545
+7,631
LQDI icon
5154
iShares Inflation Hedged Corporate Bond ETF
LQDI
$71.2M
$164K ﹤0.01%
6,247
+19
KVHI icon
5155
KVH Industries
KVHI
$117M
$164K ﹤0.01%
30,810
-36
AVES icon
5156
Avantis Emerging Markets Value ETF
AVES
$847M
$164K ﹤0.01%
3,054
-2,534
PBT
5157
Permian Basin Royalty Trust
PBT
$832M
$162K ﹤0.01%
13,037
+2,769
OPRA
5158
Opera Ltd
OPRA
$1.22B
$162K ﹤0.01%
8,570
-15,506
EP.PRC icon
5159
El Paso Energy Capital Trust I
EP.PRC
$162K ﹤0.01%
3,315
-4,712
FUNC icon
5160
First United
FUNC
$248M
$162K ﹤0.01%
5,217
+3,167
RBB icon
5161
RBB Bancorp
RBB
$338M
$161K ﹤0.01%
9,361
-4,502
AURA icon
5162
Aura Biosciences
AURA
$419M
$160K ﹤0.01%
25,633
-5,651
PAMT
5163
PAMT Corp
PAMT
$188M
$159K ﹤0.01%
12,388
-1,161
HYBB icon
5164
iShares BB Rated Corporate Bond ETF
HYBB
$450M
$159K ﹤0.01%
3,392
+369
FENC icon
5165
Fennec Pharmaceuticals
FENC
$280M
$159K ﹤0.01%
19,157
-3,248
RZLV
5166
Rezolve AI
RZLV
$984M
$159K ﹤0.01%
+51,690
KMDA icon
5167
Kamada
KMDA
$385M
$159K ﹤0.01%
20,454
-67,306
CGIE icon
5168
Capital Group International Equity ETF
CGIE
$1.27B
$158K ﹤0.01%
4,812
-3,819
EIRL icon
5169
iShares MSCI Ireland ETF
EIRL
$65.6M
$158K ﹤0.01%
2,359
+33
ACIC icon
5170
American Coastal Insurance
ACIC
$583M
$158K ﹤0.01%
14,204
-3,014
FRAF icon
5171
Franklin Financial Services
FRAF
$240M
$158K ﹤0.01%
4,549
+1,819
NC icon
5172
NACCO Industries
NC
$360M
$157K ﹤0.01%
3,549
-687
CTGO icon
5173
Contango ORE
CTGO
$362M
$157K ﹤0.01%
8,038
+1,481
QQQI icon
5174
NEOS Nasdaq 100 High Income ETF
QQQI
$6.39B
$156K ﹤0.01%
+3,000
UNB icon
5175
Union Bankshares
UNB
$106M
$156K ﹤0.01%
5,861
+1,355