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
IEP icon
5251
Icahn Enterprises
IEP
$4.81B
$171K ﹤0.01%
20,304
-64,919
LAB icon
5252
Standard BioTools
LAB
$550M
$171K ﹤0.01%
131,228
-6,032
ARKO icon
5253
ARKO Corp
ARKO
$526M
$170K ﹤0.01%
37,284
-4,235
NORW icon
5254
Global X MSCI Norway ETF
NORW
$52.6M
$170K ﹤0.01%
5,633
-22,297
TSSI
5255
TSS Inc
TSSI
$262M
$168K ﹤0.01%
9,278
-1,722
AOMR
5256
Angel Oak Mortgage REIT
AOMR
$217M
$168K ﹤0.01%
17,893
-6,623
TMSL icon
5257
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.09B
$167K ﹤0.01%
4,762
+4,362
CBFV icon
5258
CB Financial Services
CBFV
$175M
$167K ﹤0.01%
5,035
+924
TYGO icon
5259
Tigo Energy
TYGO
$121M
$167K ﹤0.01%
66,749
+66,542
EVF
5260
Eaton Vance Senior Income Trust
EVF
$97.6M
$167K ﹤0.01%
30,432
-6,187
UPRO icon
5261
ProShares UltraPro S&P 500
UPRO
$4.91B
$165K ﹤0.01%
1,482
+499
EVEX icon
5262
Eve Holding
EVEX
$1.34B
$165K ﹤0.01%
43,324
+5,025
STKS icon
5263
The ONE Group
STKS
$63.1M
$165K ﹤0.01%
55,634
+9,594
BDTX icon
5264
Black Diamond Therapeutics
BDTX
$216M
$164K ﹤0.01%
43,359
+7,972
ASET
5265
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
$164K ﹤0.01%
4,889
+137
PDYN icon
5266
Palladyne AI
PDYN
$242M
$164K ﹤0.01%
19,086
-3,520
EIRL icon
5267
iShares MSCI Ireland ETF
EIRL
$64.7M
$163K ﹤0.01%
2,417
+58
CWEB icon
5268
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$292M
$162K ﹤0.01%
2,821
-1,100
DFEN icon
5269
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$324M
$162K ﹤0.01%
2,360
-3,030
SPUC icon
5270
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$115M
$162K ﹤0.01%
+3,228
IMXI icon
5271
International Money Express
IMXI
$451M
$162K ﹤0.01%
11,566
-123,628
USGO icon
5272
US GoldMining
USGO
$127M
$161K ﹤0.01%
12,554
+10,708
DMAY icon
5273
FT Vest US Equity Deep Buffer ETF May
DMAY
$290M
$161K ﹤0.01%
+3,637
NXN icon
5274
Nuveen New York Tax-Free Income Portfolio
NXN
$47.6M
$160K ﹤0.01%
13,352
USPX icon
5275
Franklin US Equity Index ETF
USPX
$1.64B
$160K ﹤0.01%
2,736