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
DHX icon
5376
DHI Group
DHX
$88.7M
$127K ﹤0.01%
45,680
-6,430
ABAT icon
5377
American Battery Technology Co
ABAT
$460M
$127K ﹤0.01%
26,088
-95
YINN icon
5378
Direxion Daily FTSE China Bull 3X Shares
YINN
$880M
$126K ﹤0.01%
2,328
-800
XBIT icon
5379
XBiotech
XBIT
$69.5M
$126K ﹤0.01%
47,389
+29,181
JBIO
5380
Jade Biosciences
JBIO
$582M
$126K ﹤0.01%
14,580
+230
FENC icon
5381
Fennec Pharmaceuticals
FENC
$268M
$126K ﹤0.01%
13,443
-5,714
ALVO icon
5382
Alvotech
ALVO
$1.61B
$126K ﹤0.01%
15,344
-1,279
CTGO icon
5383
Contango ORE
CTGO
$341M
$125K ﹤0.01%
5,029
-3,009
DBND icon
5384
DoubleLine Opportunistic Bond ETF
DBND
$585M
$125K ﹤0.01%
+2,688
CHRS icon
5385
Coherus Oncology
CHRS
$155M
$124K ﹤0.01%
75,803
-6,744
NWFL icon
5386
Norwood Financial Corp
NWFL
$263M
$124K ﹤0.01%
4,883
-402
GAIN icon
5387
Gladstone Investment Corp
GAIN
$553M
$124K ﹤0.01%
8,946
+6,542
DHY
5388
Credit Suisse High Yield Credit Fund
DHY
$212M
$124K ﹤0.01%
59,995
-8,350
MLP icon
5389
Maui Land & Pineapple Co
MLP
$306M
$123K ﹤0.01%
6,606
-306
BLFY icon
5390
Blue Foundry Bancorp
BLFY
$239M
$123K ﹤0.01%
13,544
-7,364
VTGN icon
5391
VistaGen Therapeutics
VTGN
$180M
$123K ﹤0.01%
34,657
+31,279
GRX
5392
Gabelli Healthcare & Wellness Trust
GRX
$149M
$122K ﹤0.01%
13,413
-299
SIMS icon
5393
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.51M
$122K ﹤0.01%
2,865
-60
FSEC icon
5394
Fidelity Investment Grade Securitized ETF
FSEC
$4.29B
$122K ﹤0.01%
+2,757
CDXS icon
5395
Codexis
CDXS
$155M
$121K ﹤0.01%
49,752
-3,594
GBLI icon
5396
Global Indemnity Group
GBLI
$400M
$121K ﹤0.01%
4,172
-5
DC icon
5397
Dakota Gold
DC
$505M
$120K ﹤0.01%
26,478
-20,163
USAU icon
5398
US Gold Corp
USAU
$234M
$120K ﹤0.01%
7,308
+835
UWM icon
5399
ProShares Ultra Russell2000
UWM
$245M
$120K ﹤0.01%
+2,596
ATLO icon
5400
AMES National
ATLO
$193M
$120K ﹤0.01%
5,948
-266