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
FVCB icon
5426
FVCBankcorp
FVCB
$230M
$87.7K ﹤0.01%
7,431
-2,675
FCAP icon
5427
First Capital
FCAP
$167M
$87.6K ﹤0.01%
2,122
+1,450
MPX icon
5428
Marine Products Corp
MPX
$296M
$87.5K ﹤0.01%
10,283
+8
RMBI icon
5429
Richmond Mutual Bancorp
RMBI
$133M
$86.7K ﹤0.01%
6,281
+4,193
HGTY icon
5430
Hagerty
HGTY
$1.34B
$86.7K ﹤0.01%
8,571
+2,726
DOUG icon
5431
Douglas Elliman
DOUG
$235M
$86.5K ﹤0.01%
37,289
+34,473
PKOH icon
5432
Park-Ohio Holdings
PKOH
$308M
$86.2K ﹤0.01%
4,826
-1,870
VATE icon
5433
INNOVATE Corp
VATE
$70.6M
$86.1K ﹤0.01%
16,726
+76
EVO icon
5434
Evotec
EVO
$1.18B
$86.1K ﹤0.01%
20,506
+16,618
FOSL icon
5435
Fossil Group
FOSL
$170M
$86K ﹤0.01%
58,087
-1,822
LVWR icon
5436
LiveWire
LVWR
$869M
$85.9K ﹤0.01%
18,682
+7,038
NEWP
5437
New Pacific Metals
NEWP
$505M
$85.8K ﹤0.01%
64,041
+16,213
OLPX icon
5438
Olaplex Holdings
OLPX
$761M
$85.8K ﹤0.01%
61,296
-513,132
SNDA icon
5439
Sonida Senior Living
SNDA
$608M
$85.7K ﹤0.01%
3,434
+413
ULBI icon
5440
Ultralife
ULBI
$94.7M
$85.7K ﹤0.01%
9,541
+1,028
GTEK icon
5441
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$181M
$85.3K ﹤0.01%
2,365
-15,822
SVIX icon
5442
-1x Short VIX Futures ETF
SVIX
$198M
$85.3K ﹤0.01%
+5,500
LCUT icon
5443
Lifetime Brands
LCUT
$86.3M
$85.2K ﹤0.01%
16,714
-8,945
ONEW icon
5444
OneWater Marine
ONEW
$199M
$85.2K ﹤0.01%
6,363
-2,416
FBY icon
5445
YieldMax META Option Income Strategy ETF
FBY
$156M
$84.9K ﹤0.01%
5,000
-408
PCQ
5446
Pimco California Municipal Income Fund
PCQ
$168M
$84.6K ﹤0.01%
9,854
-17,725
CMPX icon
5447
Compass Therapeutics
CMPX
$1.03B
$84.6K ﹤0.01%
32,549
-350,954
GRP.U
5448
Granite Real Estate Investment Trust
GRP.U
$3.37B
$84.6K ﹤0.01%
1,669
+669
PNF
5449
DELISTED
PIMCO New York Municipal Income Fund
PNF
$84.6K ﹤0.01%
12,096
-850
COMB icon
5450
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$97M
$84.1K ﹤0.01%
4,005