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
EHI
5326
Western Asset Global High Income Fund
EHI
$195M
$113K ﹤0.01%
17,281
-3,828
GSC icon
5327
Goldman Sachs Small Cap Equity ETF
GSC
$148M
$113K ﹤0.01%
+2,237
FOVL
5328
DELISTED
iShares Focused Value Factor ETF
FOVL
$113K ﹤0.01%
1,563
-255
INFU icon
5329
InfuSystem Holdings
INFU
$189M
$112K ﹤0.01%
17,994
+2,924
LNSR icon
5330
LENSAR
LNSR
$122M
$112K ﹤0.01%
8,502
-15,538
MGIC
5331
Magic Software Enterprises
MGIC
$1.13B
$111K ﹤0.01%
5,820
-34,417
ZSL icon
5332
ProShares UltraShort Silver
ZSL
$9.61M
$111K ﹤0.01%
4,310
+4,268
MCHB
5333
Mechanics Bancorp
MCHB
$3.44B
$111K ﹤0.01%
8,494
-16,831
CURI icon
5334
CuriosityStream
CURI
$280M
$111K ﹤0.01%
19,714
+17,567
FID icon
5335
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$128M
$111K ﹤0.01%
5,764
-2,112
ATLO icon
5336
AMES National
ATLO
$194M
$111K ﹤0.01%
6,214
-1,189
INSE icon
5337
Inspired Entertainment
INSE
$221M
$111K ﹤0.01%
13,530
-1,701
MNSB icon
5338
MainStreet Bancshares
MNSB
$146M
$110K ﹤0.01%
5,840
+2,413
SKIN icon
5339
The Beauty Health Co
SKIN
$189M
$110K ﹤0.01%
57,766
-63,385
MARO
5340
YieldMax MARA Option Income Strategy ETF
MARO
$60.5M
$110K ﹤0.01%
+5,000
CCRD
5341
DELISTED
CoreCard
CCRD
$109K ﹤0.01%
3,766
+2,709
AARD
5342
Aardvark Therapeutics
AARD
$217M
$108K ﹤0.01%
7,989
+3,369
CCEC
5343
Capital Clean Energy Carriers
CCEC
$1.22B
$108K ﹤0.01%
4,618
+22
VERU icon
5344
Veru
VERU
$39.8M
$108K ﹤0.01%
18,567
+964
EMQQ icon
5345
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$378M
$108K ﹤0.01%
2,584
-221
OVBC icon
5346
Ohio Valley Banc Corp
OVBC
$183M
$108K ﹤0.01%
3,336
+1,701
LXEO icon
5347
Lexeo Therapeutics
LXEO
$720M
$107K ﹤0.01%
26,653
+4,883
SENEB
5348
Seneca Foods Class B
SENEB
$107K ﹤0.01%
1,045
+1
APRT icon
5349
AllianzIM US Large Cap Buffer10 Apr ETF
APRT
$41.2M
$106K ﹤0.01%
2,700
XOMA icon
5350
Xoma
XOMA
$398M
$106K ﹤0.01%
4,200
-757