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
ORGN icon
5226
Origin Materials
ORGN
$71.1M
$180K ﹤0.01%
346,629
-2,053
SOLZ
5227
Solana ETF
SOLZ
$131M
$179K ﹤0.01%
+8,096
ARKB icon
5228
ARK 21Shares Bitcoin ETF
ARKB
$1.42B
$179K ﹤0.01%
4,705
+1,246
PVBC
5229
DELISTED
Provident Bancorp
PVBC
$178K ﹤0.01%
14,227
-378
TRON
5230
Tron Inc
TRON
$478M
$178K ﹤0.01%
92,260
+92,086
LCTU icon
5231
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$177K ﹤0.01%
+2,444
QD
5232
Qudian
QD
$806M
$177K ﹤0.01%
41,504
-59,001
SPXU icon
5233
ProShares UltraPro Short S&P 500
SPXU
$401M
$177K ﹤0.01%
+3,275
EUAD
5234
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.04B
$177K ﹤0.01%
3,767
+2,547
ESOA icon
5235
Energy Services of America
ESOA
$149M
$177K ﹤0.01%
17,095
+11,335
AMBQ
5236
Ambiq Micro
AMBQ
$438M
$177K ﹤0.01%
+5,912
LMNR icon
5237
Limoneira
LMNR
$243M
$177K ﹤0.01%
11,909
+402
EP.PRC icon
5238
El Paso Energy Capital Trust I
EP.PRC
$217M
$177K ﹤0.01%
3,538
+223
TEAD
5239
Teads Holding Co
TEAD
$63.8M
$177K ﹤0.01%
107,001
+36,087
ELVR
5240
Elevra Lithium Ltd
ELVR
$590M
$176K ﹤0.01%
+7,351
SGMT icon
5241
Sagimet Biosciences
SGMT
$229M
$176K ﹤0.01%
25,708
+15,765
GRVY
5242
GRAVITY
GRVY
$398M
$176K ﹤0.01%
2,752
-30
EWO icon
5243
iShares MSCI Austria ETF
EWO
$103M
$176K ﹤0.01%
5,667
-3,467
WOW icon
5244
WideOpenWest
WOW
$443M
$175K ﹤0.01%
33,870
-251,796
CMPS
5245
Compass Pathways
CMPS
$500M
$175K ﹤0.01%
30,498
+12,017
CZFS icon
5246
Citizens Financial Services
CZFS
$267M
$174K ﹤0.01%
2,885
-1,895
PXJ icon
5247
Invesco Oil & Gas Services ETF
PXJ
$27.3M
$174K ﹤0.01%
6,382
-715
MYFW icon
5248
First Western Financial
MYFW
$231M
$174K ﹤0.01%
7,547
-2,986
MNPR icon
5249
Monopar Therapeutics
MNPR
$567M
$173K ﹤0.01%
2,124
+15
ADAP
5250
DELISTED
Adaptimmune Therapeutics
ADAP
$172K ﹤0.01%
1,319,669
+177,956