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
MGNR icon
5176
American Beacon GLG Natural Resources ETF
MGNR
$311M
$156K ﹤0.01%
4,690
-67,310
ONIT
5177
Onity Group
ONIT
$359M
$156K ﹤0.01%
4,082
-825
WRN
5178
Western Copper and Gold
WRN
$495M
$155K ﹤0.01%
124,276
+116,876
CWEB icon
5179
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$288M
$155K ﹤0.01%
3,921
+1,100
NXN icon
5180
Nuveen New York Tax-Free Income Portfolio
NXN
$47.6M
$155K ﹤0.01%
13,352
ASET
5181
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
$155K ﹤0.01%
4,752
-1,847
CPZ
5182
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$294M
$155K ﹤0.01%
9,537
-3,853
DHX icon
5183
DHI Group
DHX
$88.7M
$155K ﹤0.01%
52,110
-1,840
BUFR icon
5184
FT Vest Fund of Buffer ETFs
BUFR
$8.06B
$153K ﹤0.01%
4,816
-2,862
AGS
5185
DELISTED
PlayAGS
AGS
$153K ﹤0.01%
12,242
-35,331
XFOR icon
5186
X4 Pharmaceuticals
XFOR
$318M
$153K ﹤0.01%
80,316
+77,738
SGC icon
5187
Superior Group of Companies
SGC
$155M
$152K ﹤0.01%
14,780
+2,511
KOD icon
5188
Kodiak Sciences
KOD
$1.22B
$152K ﹤0.01%
40,790
-295,609
ALVO icon
5189
Alvotech
ALVO
$1.59B
$152K ﹤0.01%
16,623
+11,395
FUSB icon
5190
First US Bancshares
FUSB
$77.9M
$151K ﹤0.01%
11,691
+7
EDN
5191
Edenor
EDN
$1.52B
$151K ﹤0.01%
5,682
-63,796
PFLT icon
5192
PennantPark Floating Rate Capital
PFLT
$910M
$149K ﹤0.01%
14,429
-561
CBIO
5193
Crescent Biopharma
CBIO
$253M
$149K ﹤0.01%
9,231
+9,223
USPX icon
5194
Franklin US Equity Index ETF
USPX
$1.64B
$149K ﹤0.01%
2,736
+455
BBSC icon
5195
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$596M
$149K ﹤0.01%
2,251
+1,212
MISL icon
5196
First Trust Indxx Aerospace & Defense ETF
MISL
$216M
$148K ﹤0.01%
3,967
-5,396
NRT
5197
North European Oil Royalty Trust
NRT
$56M
$148K ﹤0.01%
29,500
+20,000
DVOL icon
5198
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$81.1M
$147K ﹤0.01%
4,198
-814
FHTX icon
5199
Foghorn Therapeutics
FHTX
$269M
$147K ﹤0.01%
31,297
+7,462
PBD icon
5200
Invesco Global Clean Energy ETF
PBD
$119M
$147K ﹤0.01%
11,643
+2,714