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
HYDW icon
5201
Xtrackers Low Beta High Yield Bond ETF
HYDW
$157M
$189K ﹤0.01%
3,998
+89
DSGR icon
5202
Distribution Solutions Group
DSGR
$1.29B
$189K ﹤0.01%
6,283
-294
THD icon
5203
iShares MSCI Thailand ETF
THD
$203M
$188K ﹤0.01%
3,191
-409
LXEO icon
5204
Lexeo Therapeutics
LXEO
$708M
$188K ﹤0.01%
28,279
+1,626
EGAN icon
5205
eGain
EGAN
$273M
$188K ﹤0.01%
21,554
-169
VPG icon
5206
Vishay Precision Group
VPG
$457M
$187K ﹤0.01%
5,846
-514
IMMR icon
5207
Immersion
IMMR
$232M
$187K ﹤0.01%
25,495
-127,583
ONTF icon
5208
ON24
ONTF
$236M
$186K ﹤0.01%
32,597
-18,146
OPPE
5209
WisdomTree European Opportunities Fund
OPPE
$179M
$186K ﹤0.01%
3,807
-649
FUNC icon
5210
First United
FUNC
$249M
$186K ﹤0.01%
5,060
-157
NECB icon
5211
Northeast Community Bancorp
NECB
$285M
$186K ﹤0.01%
9,038
-11,822
NMS icon
5212
Nuveen Minnesota Quality Municipal Income Fund
NMS
$72.5M
$185K ﹤0.01%
15,553
QIPT
5213
Quipt Home Medical
QIPT
$102M
$185K ﹤0.01%
70,945
+13,374
FATE icon
5214
Fate Therapeutics
FATE
$123M
$185K ﹤0.01%
146,553
+24,423
SIXO icon
5215
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$409M
$184K ﹤0.01%
+5,418
VERI icon
5216
Veritone
VERI
$386M
$183K ﹤0.01%
37,982
+25,137
NFE icon
5217
New Fortress Energy
NFE
$316M
$183K ﹤0.01%
82,749
-5,190,716
BCBP icon
5218
BCB Bancorp
BCBP
$137M
$183K ﹤0.01%
21,043
+3,786
BUFF icon
5219
Innovator Laddered Allocation Power Buffer ETF
BUFF
$735M
$182K ﹤0.01%
+3,733
RICK icon
5220
RCI Hospitality Holdings
RICK
$213M
$181K ﹤0.01%
5,941
-15,967
TOI icon
5221
The Oncology Institute
TOI
$307M
$181K ﹤0.01%
51,724
+25,916
KLTR icon
5222
Kaltura
KLTR
$201M
$180K ﹤0.01%
125,294
-10,663
CGMM
5223
Capital Group U.S. Small and Mid Cap ETF
CGMM
$962M
$180K ﹤0.01%
+6,350
RAYE icon
5224
Rayliant Quantamental Emerging Market ex-China Equity ETF
RAYE
$82.6M
$180K ﹤0.01%
6,403
-1,854
DSGN icon
5225
Design Therapeutics
DSGN
$548M
$180K ﹤0.01%
23,907
-718