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
EPSN icon
5276
Epsilon Energy
EPSN
$133M
$124K ﹤0.01%
16,792
+16,562
ACLC
5277
American Century Large Cap Equity ETF
ACLC
$281M
$124K ﹤0.01%
1,713
-6,816
ARKB icon
5278
ARK 21Shares Bitcoin ETF
ARKB
$1.45B
$124K ﹤0.01%
3,459
+3,159
MNOV icon
5279
MediciNova
MNOV
$71.1M
$124K ﹤0.01%
94,452
-35,528
GPMT
5280
Granite Point Mortgage Trust
GPMT
$133M
$124K ﹤0.01%
50,059
+21,070
DRUG
5281
Bright Minds Biosciences
DRUG
$496M
$124K ﹤0.01%
4,734
-682
OABI icon
5282
OmniAb
OABI
$261M
$124K ﹤0.01%
71,031
-471,909
CFFI icon
5283
C&F Financial
CFFI
$225M
$123K ﹤0.01%
1,989
+1,659
AISP
5284
Airship AI Holdings
AISP
$126M
$122K ﹤0.01%
20,713
+11,083
MPTI icon
5285
M-tron Industries
MPTI
$151M
$122K ﹤0.01%
2,899
-1,361
ASEA icon
5286
Global X FTSE Southeast Asia ETF
ASEA
$69.7M
$122K ﹤0.01%
7,463
+3,548
CMTG icon
5287
Claros Mortgage Trust
CMTG
$467M
$122K ﹤0.01%
42,667
-13,520
SSTI icon
5288
SoundThinking
SSTI
$79M
$122K ﹤0.01%
9,313
-1,575
ENLT icon
5289
Enlight Renewable Energy
ENLT
$5.28B
$121K ﹤0.01%
5,324
-223
BITF
5290
Bitfarms
BITF
$2.08B
$121K ﹤0.01%
143,978
+127,865
SCPH
5291
DELISTED
scPharmaceuticals
SCPH
$121K ﹤0.01%
31,721
-4,474
VABK icon
5292
Virginia National Bankshares
VABK
$219M
$120K ﹤0.01%
3,252
-633
APRW icon
5293
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
$167M
$120K ﹤0.01%
3,600
TBLD
5294
Thornburg Income Builder Opportunities Trust
TBLD
$633M
$120K ﹤0.01%
+6,109
TLS icon
5295
Telos
TLS
$426M
$120K ﹤0.01%
37,773
-6,245
FGDL icon
5296
Franklin Responsibly Sourced Gold ETF
FGDL
$440M
$120K ﹤0.01%
+2,723
STXS icon
5297
Stereotaxis
STXS
$230M
$120K ﹤0.01%
56,372
-6,509
CAPL icon
5298
CrossAmerica Partners
CAPL
$778M
$119K ﹤0.01%
5,711
+250
ILPT
5299
Industrial Logistics Properties Trust
ILPT
$369M
$118K ﹤0.01%
26,017
-35,300
EVTL icon
5300
Vertical Aerospace
EVTL
$449M
$118K ﹤0.01%
17,475
-81,005