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
PLBC icon
5201
Plumas Bancorp
PLBC
$302M
$146K ﹤0.01%
3,295
-139
AMPY icon
5202
Amplify Energy
AMPY
$223M
$146K ﹤0.01%
45,572
-27,741
DHY
5203
Credit Suisse High Yield Credit Fund
DHY
$213M
$146K ﹤0.01%
68,345
+11,197
BCBP icon
5204
BCB Bancorp
BCBP
$138M
$145K ﹤0.01%
17,257
+4,344
ASUR icon
5205
Asure Software
ASUR
$222M
$145K ﹤0.01%
14,874
-3,026
RNAC icon
5206
Cartesian Therapeutics
RNAC
$195M
$145K ﹤0.01%
13,933
+7,952
DJUN icon
5207
FT Vest US Equity Deep Buffer ETF June
DJUN
$276M
$145K ﹤0.01%
3,214
-9,950
NCMI icon
5208
National CineMedia
NCMI
$404M
$144K ﹤0.01%
29,714
-275,181
JBIO
5209
Jade Biosciences
JBIO
$590M
$143K ﹤0.01%
14,350
+7,295
RXL icon
5210
ProShares Ultra Health Care
RXL
$86M
$143K ﹤0.01%
3,508
GRNY
5211
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.68B
$141K ﹤0.01%
6,235
+4,500
HSHP
5212
Himalaya Shipping
HSHP
$418M
$141K ﹤0.01%
24,506
+5,631
STRT icon
5213
STRATTEC Security
STRT
$314M
$141K ﹤0.01%
2,272
-2,877
KF
5214
Korea Fund
KF
$144M
$141K ﹤0.01%
5,240
FINS
5215
Angel Oak Financial Strategies Income Term Trust
FINS
$442M
$141K ﹤0.01%
+10,868
NNY icon
5216
Nuveen New York Municipal Value Fund
NNY
$160M
$140K ﹤0.01%
17,321
-592
LRMR icon
5217
Larimar Therapeutics
LRMR
$303M
$140K ﹤0.01%
48,577
-1,799
EPHE icon
5218
iShares MSCI Philippines ETF
EPHE
$101M
$140K ﹤0.01%
5,155
-8,868
EUDG icon
5219
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$83.5M
$140K ﹤0.01%
4,015
+1,477
TWIN icon
5220
Twin Disc
TWIN
$224M
$140K ﹤0.01%
15,811
+4,590
RAPP
5221
Rapport Therapeutics
RAPP
$1.42B
$138K ﹤0.01%
12,127
+4,666
TECX
5222
Tectonic Therapeutic
TECX
$401M
$138K ﹤0.01%
6,922
-58,779
KMTS
5223
Kestra Medical Technologies
KMTS
$1.39B
$137K ﹤0.01%
8,266
-620
FATE icon
5224
Fate Therapeutics
FATE
$132M
$137K ﹤0.01%
122,130
-266,313
VEGN icon
5225
US Vegan Climate ETF
VEGN
$131M
$137K ﹤0.01%
2,440
-3,702