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
RELL icon
5401
Richardson Electronics
RELL
$152M
$92.5K ﹤0.01%
9,588
-17,288
BNR
5402
Burning Rock Biotech
BNR
$232M
$92.5K ﹤0.01%
29,278
-18
UAE icon
5403
iShares MSCI UAE ETF
UAE
$141M
$92.3K ﹤0.01%
4,932
-70,844
AFK icon
5404
VanEck Africa Index ETF
AFK
$90.1M
$92.2K ﹤0.01%
4,571
OPBK icon
5405
OP Bancorp
OPBK
$200M
$92.1K ﹤0.01%
7,087
-3,106
STI icon
5406
Solidion Technology
STI
$79.2M
$91.8K ﹤0.01%
23,291
+22,809
WSBK
5407
Winchester Bancorp
WSBK
$86.1M
$91.4K ﹤0.01%
+10,211
CONY icon
5408
YieldMax COIN Option Income Strategy ETF
CONY
$919M
$91.3K ﹤0.01%
+10,000
LZM icon
5409
Lifezone Metals
LZM
$328M
$91.2K ﹤0.01%
22,141
+2,624
ADPV icon
5410
Adaptiv Select ETF
ADPV
$164M
$91.1K ﹤0.01%
+2,464
OGCP
5411
Empire State Realty Series 60
OGCP
$1.88B
$90.2K ﹤0.01%
10,737
JYNT icon
5412
The Joint Corp
JYNT
$125M
$90K ﹤0.01%
7,797
+463
UPRO icon
5413
ProShares UltraPro S&P 500
UPRO
$4.95B
$89.9K ﹤0.01%
+983
SMWB icon
5414
Similarweb
SMWB
$676M
$89.9K ﹤0.01%
11,461
-128,493
MDWD icon
5415
MediWound
MDWD
$230M
$89.3K ﹤0.01%
4,611
-1,102
TPVG icon
5416
TriplePoint Venture Growth BDC
TPVG
$263M
$89.3K ﹤0.01%
12,737
-1,600
CMTL icon
5417
Comtech Telecommunications
CMTL
$90.7M
$89.3K ﹤0.01%
36,434
-470
INFL icon
5418
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.31B
$89.2K ﹤0.01%
2,115
-1,045
ADVM icon
5419
Adverum Biotechnologies
ADVM
$91M
$88.7K ﹤0.01%
41,266
-9,956
SATL icon
5420
Satellogic
SATL
$224M
$88.5K ﹤0.01%
+24,445
FLL icon
5421
Full House Resorts
FLL
$97.2M
$88.2K ﹤0.01%
24,105
-1,558
CRESY
5422
Cresud
CRESY
$747M
$88.1K ﹤0.01%
8,192
-665
PGP
5423
PIMCO Global StockPLUS & Income Fund
PGP
$101M
$88K ﹤0.01%
10,613
+217
LNKB icon
5424
LINKBANCORP
LNKB
$285M
$87.9K ﹤0.01%
12,029
-3,408
BDTX icon
5425
Black Diamond Therapeutics
BDTX
$218M
$87.8K ﹤0.01%
35,387
-10,673