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
ATOM icon
5251
Atomera
ATOM
$78.6M
$130K ﹤0.01%
25,698
-56,047
UBFO icon
5252
United Security Bancshares
UBFO
$174M
$129K ﹤0.01%
14,969
+13,662
GSEU icon
5253
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$115M
$129K ﹤0.01%
3,058
+185
SAA icon
5254
ProShares Ulta SmallCap600
SAA
$23.1M
$129K ﹤0.01%
+5,840
HNNA icon
5255
Hennessy Advisors
HNNA
$78.8M
$129K ﹤0.01%
10,256
-13
TLRY icon
5256
Tilray
TLRY
$943M
$129K ﹤0.01%
311,810
+65,379
UPLD icon
5257
Upland Software
UPLD
$53.2M
$129K ﹤0.01%
65,981
-10,328
QBIG
5258
Invesco Top QQQ ETF
QBIG
$41.6M
$129K ﹤0.01%
3,933
+3,833
RMAX icon
5259
RE/MAX Holdings
RMAX
$165M
$128K ﹤0.01%
15,706
-19,004
YINN icon
5260
Direxion Daily FTSE China Bull 3X Shares
YINN
$880M
$128K ﹤0.01%
3,128
+800
EZPZ
5261
Franklin Crypto Index ETF
EZPZ
$7.14M
$128K ﹤0.01%
+4,750
AEYE icon
5262
AudioEye
AEYE
$153M
$128K ﹤0.01%
10,982
-46,953
FORTY
5263
Formula Systems
FORTY
$128K ﹤0.01%
1,000
SVCO
5264
Silvaco Group
SVCO
$139M
$127K ﹤0.01%
26,988
+10,174
DHF
5265
BNY Mellon High Yield Strategies Fund
DHF
$185M
$127K ﹤0.01%
48,902
+16,277
PINE
5266
Alpine Income Property Trust
PINE
$246M
$127K ﹤0.01%
8,642
-4,783
HBB icon
5267
Hamilton Beach Brands
HBB
$214M
$127K ﹤0.01%
7,076
-1,370
WCMI
5268
First Trust WCM International Equity ETF
WCMI
$733M
$126K ﹤0.01%
7,929
-13,536
PLBY icon
5269
Playboy Inc
PLBY
$207M
$126K ﹤0.01%
77,846
-2,195
TNXP icon
5270
Tonix Pharmaceuticals
TNXP
$188M
$126K ﹤0.01%
3,505
-2,255
DUST icon
5271
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$35.1M
$126K ﹤0.01%
+5,103
MLP icon
5272
Maui Land & Pineapple Co
MLP
$313M
$126K ﹤0.01%
6,912
-709
ATHA icon
5273
Athira Pharma
ATHA
$17.2M
$126K ﹤0.01%
41,620
+4
FLWS icon
5274
1-800-Flowers.com
FLWS
$217M
$126K ﹤0.01%
25,537
-12,987
ALMS
5275
Alumis Inc
ALMS
$801M
$125K ﹤0.01%
41,693
+18,055