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
TEN
5351
Tsakos Energy Navigation Ltd
TEN
$735M
$134K ﹤0.01%
6,044
-136,954
SENS icon
5352
Senseonics Holdings Inc
SENS
$248M
$134K ﹤0.01%
15,425
-30,349
NNBR icon
5353
NN Inc
NNBR
$65.8M
$134K ﹤0.01%
65,130
+971
YYY icon
5354
Amplify CEF High Income ETF
YYY
$645M
$133K ﹤0.01%
11,264
+11,263
LTRX icon
5355
Lantronix
LTRX
$194M
$133K ﹤0.01%
29,095
+27,768
FSBW icon
5356
FS Bancorp
FSBW
$307M
$133K ﹤0.01%
3,323
-21
SEVN
5357
Seven Hills Realty Trust
SEVN
$133M
$132K ﹤0.01%
12,851
+7,148
MH
5358
McGraw Hill
MH
$3.31B
$132K ﹤0.01%
+10,544
GLIBA
5359
GCI Liberty Inc Series A
GLIBA
$983M
$132K ﹤0.01%
+3,522
MITT
5360
AG Mortgage Investment Trust
MITT
$259M
$132K ﹤0.01%
18,235
-8,977
MARPS icon
5361
Marine Petroleum Trust
MARPS
$8.5M
$131K ﹤0.01%
27,225
-21,403
RDCM icon
5362
Radcom
RDCM
$210M
$131K ﹤0.01%
9,014
+4,364
BLOK icon
5363
Amplify Blockchain Technology ETF
BLOK
$1.19B
$130K ﹤0.01%
1,936
-21,624
FLL icon
5364
Full House Resorts
FLL
$95M
$129K ﹤0.01%
40,273
+16,168
ECO
5365
Okeanis Eco Tankers
ECO
$1.32B
$129K ﹤0.01%
4,402
-16,623
PKOH icon
5366
Park-Ohio Holdings
PKOH
$292M
$128K ﹤0.01%
6,048
+1,222
EHI
5367
Western Asset Global High Income Fund
EHI
$193M
$128K ﹤0.01%
19,421
+2,140
ATYR
5368
aTyr Pharma
ATYR
$76.6M
$128K ﹤0.01%
177,671
+135,325
IGTR icon
5369
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
$55.2M
$128K ﹤0.01%
+4,845
PCYO icon
5370
Pure Cycle
PCYO
$272M
$128K ﹤0.01%
11,545
-625
SEER icon
5371
Seer Inc
SEER
$109M
$128K ﹤0.01%
58,791
-19,347
PLBC icon
5372
Plumas Bancorp
PLBC
$301M
$127K ﹤0.01%
2,954
-341
AVES icon
5373
Avantis Emerging Markets Value ETF
AVES
$845M
$127K ﹤0.01%
2,218
-836
LFCR icon
5374
Lifecore Biomedical
LFCR
$291M
$127K ﹤0.01%
17,284
-3,261
CGC
5375
Canopy Growth
CGC
$411M
$127K ﹤0.01%
87,095
+45,871