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
CSBR icon
5326
Champions Oncology
CSBR
$89.9M
$141K ﹤0.01%
21,777
-3,503
GUTS icon
5327
Fractyl Health
GUTS
$204M
$141K ﹤0.01%
88,634
+16,856
BKKT icon
5328
Bakkt Holdings
BKKT
$366M
$140K ﹤0.01%
4,169
+1,187
FORTY
5329
Formula Systems
FORTY
$140K ﹤0.01%
1,000
SGU icon
5330
Star Group
SGU
$404M
$140K ﹤0.01%
11,844
+5,667
MMT
5331
MFS Multimarket Income Trust
MMT
$257M
$140K ﹤0.01%
29,227
+359
NNOX icon
5332
Nano X Imaging
NNOX
$290M
$140K ﹤0.01%
37,735
-3,629
NCMI icon
5333
National CineMedia
NCMI
$401M
$140K ﹤0.01%
30,956
+1,242
KLXY icon
5334
KraneShares Global Luxury Index ETF
KLXY
$2.62M
$139K ﹤0.01%
5,396
-3,285
PAMT
5335
PAMT Corp
PAMT
$190M
$139K ﹤0.01%
12,165
-223
KVHI icon
5336
KVH Industries
KVHI
$118M
$138K ﹤0.01%
24,711
-6,099
CZWI icon
5337
Citizens Community Bancorp
CZWI
$165M
$138K ﹤0.01%
8,573
+4,487
EIPI
5338
FT Energy Income Partners Enhanced Income ETF
EIPI
$952M
$137K ﹤0.01%
6,929
-4,792
NC icon
5339
NACCO Industries
NC
$360M
$137K ﹤0.01%
3,247
-302
IGA
5340
Voya Global Advantage and Premium Opportunity Fund
IGA
$149M
$137K ﹤0.01%
13,783
+11,404
NUKZ icon
5341
Range Nuclear Renaissance Index ETF
NUKZ
$740M
$136K ﹤0.01%
2,092
-6,120
NUSA icon
5342
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$35.3M
$136K ﹤0.01%
5,798
-3,845
SEG
5343
Seaport Entertainment Group
SEG
$269M
$136K ﹤0.01%
5,926
-3,988
PHI icon
5344
PLDT
PHI
$4.84B
$136K ﹤0.01%
7,261
-6,837
HURC icon
5345
Hurco Companies Inc
HURC
$106M
$136K ﹤0.01%
7,802
+1,763
GIAX
5346
Nicholas Global Equity and Income ETF
GIAX
$74.6M
$135K ﹤0.01%
+7,738
ATHA icon
5347
Athira Pharma
ATHA
$18.5M
$135K ﹤0.01%
32,614
-9,006
BTMD icon
5348
Biote Corp
BTMD
$78.5M
$135K ﹤0.01%
45,007
-1,228
SBIL
5349
Simplify Government Money Market ETF
SBIL
$3.87B
$135K ﹤0.01%
+1,348
ATOS icon
5350
Atossa Therapeutics
ATOS
$102M
$135K ﹤0.01%
155,169
+55,568