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
ALMU
5376
Aeluma Inc
ALMU
$250M
$98.4K ﹤0.01%
+6,013
REFI
5377
Chicago Atlantic Real Estate Finance
REFI
$269M
$98.4K ﹤0.01%
7,047
-8,598
GREK icon
5378
Global X MSCI Greece ETF
GREK
$286M
$98K ﹤0.01%
1,688
+725
ESCA icon
5379
Escalade
ESCA
$183M
$96.9K ﹤0.01%
6,934
-6,215
DALI icon
5380
First Trust DorseyWright DALI 1 ETF
DALI
$118M
$96.8K ﹤0.01%
3,656
+28
PLTY
5381
YieldMax PLTR Option Income Strategy ETF
PLTY
$600M
$96.4K ﹤0.01%
+1,500
IMRX icon
5382
Immuneering
IMRX
$495M
$96K ﹤0.01%
28,492
-362
CXDO icon
5383
Crexendo
CXDO
$215M
$96K ﹤0.01%
15,815
+9,235
GXDW
5384
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$9.14M
$95.8K ﹤0.01%
3,715
-3,163
BMVP icon
5385
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$101M
$95.7K ﹤0.01%
1,978
+1,678
SWZ
5386
Swiss Helvetia Fund
SWZ
$78.3M
$94.6K ﹤0.01%
14,925
+1,253
ADV icon
5387
Advantage Solutions
ADV
$310M
$94.6K ﹤0.01%
71,676
+12,816
GCTS
5388
GCT Semiconductor Holding
GCTS
$75.4M
$94.6K ﹤0.01%
63,466
+57,820
PESI icon
5389
Perma-Fix Environmental Services
PESI
$227M
$94.4K ﹤0.01%
8,975
-2,000
HYUP icon
5390
Xtrackers High Beta High Yield Bond ETF
HYUP
$29.6M
$94.3K ﹤0.01%
2,223
+81
PVLA
5391
Palvella Therapeutics
PVLA
$1.22B
$94.1K ﹤0.01%
4,174
-3,435
LUCK
5392
Lucky Strike Entertainment
LUCK
$1.09B
$94K ﹤0.01%
10,294
+4,256
CVM icon
5393
CEL-SCI Corp
CVM
$61.3M
$93.8K ﹤0.01%
40,981
+40,921
LCTX icon
5394
Lineage Cell Therapeutics
LCTX
$405M
$93.7K ﹤0.01%
103,312
-57,661
TAYD icon
5395
Taylor Devices
TAYD
$157M
$93.4K ﹤0.01%
2,153
+301
ACTU
5396
Actuate Therapeutics
ACTU
$177M
$93.4K ﹤0.01%
15,292
+15,267
LAZR icon
5397
Luminar Technologies
LAZR
$70.6M
$93.2K ﹤0.01%
32,482
-40
ABOT
5398
Abacus FCF Innovation Leaders ETF
ABOT
$4.96M
$93K ﹤0.01%
2,407
-4,291
GLDG
5399
GoldMining Inc
GLDG
$298M
$93K ﹤0.01%
129,204
+47,595
SNPG icon
5400
Xtrackers S&P 500 Growth ESG ETF
SNPG
$12.2M
$92.8K ﹤0.01%
1,942
-2,662