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
BRT
5351
BRT Apartments
BRT
$278M
$106K ﹤0.01%
6,751
-8,664
ARQ icon
5352
Arq
ARQ
$159M
$105K ﹤0.01%
19,559
-2,787
PCK
5353
DELISTED
Pimco California Municipal Income Fund II
PCK
$105K ﹤0.01%
19,581
GNSS icon
5354
Genasys
GNSS
$101M
$104K ﹤0.01%
60,380
+63
SION
5355
Sionna Therapeutics
SION
$1.94B
$104K ﹤0.01%
6,012
-2,727
ZK icon
5356
Zeekr
ZK
$6.84B
$104K ﹤0.01%
4,069
-46,607
KYTX icon
5357
Kyverna Therapeutics
KYTX
$336M
$104K ﹤0.01%
33,756
+16,430
SIMS icon
5358
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.7M
$104K ﹤0.01%
2,925
-1,265
GEVO icon
5359
Gevo
GEVO
$519M
$103K ﹤0.01%
78,404
-700,944
ACRS icon
5360
Aclaris Therapeutics
ACRS
$307M
$103K ﹤0.01%
72,595
-95,074
QIPT
5361
Quipt Home Medical
QIPT
$106M
$103K ﹤0.01%
57,571
-6,649
FCEL icon
5362
FuelCell Energy
FCEL
$320M
$103K ﹤0.01%
18,351
+4,435
ALTI icon
5363
AlTi Global
ALTI
$414M
$102K ﹤0.01%
24,615
-330
UTMD icon
5364
Utah Medical Products
UTMD
$181M
$102K ﹤0.01%
1,792
-416
BBAI.WS icon
5365
BigBear.ai Holdings Warrant
BBAI.WS
$549M
$102K ﹤0.01%
42,500
NRGV icon
5366
Energy Vault
NRGV
$577M
$102K ﹤0.01%
142,150
-70,941
BUXX icon
5367
Strive Enhanced Income Short Maturity ETF
BUXX
$327M
$101K ﹤0.01%
+4,993
PKBK icon
5368
Parke Bancorp
PKBK
$265M
$100K ﹤0.01%
4,925
-1,583
BOOM icon
5369
DMC Global
BOOM
$128M
$99.9K ﹤0.01%
12,394
+944
CPSS icon
5370
Consumer Portfolio Services
CPSS
$183M
$99.4K ﹤0.01%
10,113
-403
GCV
5371
Gabelli Convertible and Income Securities Fund
GCV
$84.1M
$99.3K ﹤0.01%
25,937
-6,972
HOFT icon
5372
Hooker Furnishings Corp
HOFT
$115M
$99.3K ﹤0.01%
9,386
-8,462
APRH icon
5373
Innovator Premium Income 20 Barrier ETF April
APRH
$26.2M
$99K ﹤0.01%
+4,000
PBFS icon
5374
Pioneer Bancorp
PBFS
$334M
$98.8K ﹤0.01%
8,211
-606
MPAA icon
5375
Motorcar Parts of America
MPAA
$258M
$98.6K ﹤0.01%
8,803
+602