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
MCRB icon
5451
Seres Therapeutics
MCRB
$151M
$103K ﹤0.01%
5,343
+5,157
RAPT icon
5452
RAPT Therapeutics
RAPT
$920M
$102K ﹤0.01%
3,971
-2,942
SNFCA icon
5453
Security National Financial
SNFCA
$227M
$102K ﹤0.01%
11,801
-446
IVAL icon
5454
Alpha Architect International Quantitative Value ETF
IVAL
$179M
$102K ﹤0.01%
+3,371
LVWR icon
5455
LiveWire
LVWR
$881M
$102K ﹤0.01%
21,409
+2,727
CRDF icon
5456
Cardiff Oncology
CRDF
$153M
$102K ﹤0.01%
49,321
-44,072
PMTS icon
5457
CPI Card Group
PMTS
$153M
$102K ﹤0.01%
6,707
+3,331
DRTS icon
5458
Alpha Tau Medical
DRTS
$317M
$101K ﹤0.01%
22,457
+21,677
AGEM
5459
abrdn Emerging Markets Dividend Active ETF
AGEM
$207M
$101K ﹤0.01%
2,726
-8,646
SMTI icon
5460
Sanara MedTech
SMTI
$181M
$101K ﹤0.01%
3,181
+973
MNSB icon
5461
MainStreet Bancshares
MNSB
$146M
$101K ﹤0.01%
4,840
-1,000
EPHE icon
5462
iShares MSCI Philippines ETF
EPHE
$100M
$101K ﹤0.01%
4,052
-1,103
LUCK
5463
Lucky Strike Entertainment
LUCK
$1.06B
$101K ﹤0.01%
9,828
-466
UTMD icon
5464
Utah Medical Products
UTMD
$176M
$101K ﹤0.01%
1,597
-195
CIA icon
5465
Citizens
CIA
$300M
$100K ﹤0.01%
19,123
+4,582
HNNA icon
5466
Hennessy Advisors
HNNA
$80.1M
$100K ﹤0.01%
9,576
-680
TECX
5467
Tectonic Therapeutic
TECX
$401M
$99.9K ﹤0.01%
6,365
-557
EHTH icon
5468
eHealth
EHTH
$126M
$99.7K ﹤0.01%
23,143
+11,957
WFH
5469
DELISTED
Direxion Work From Home ETF
WFH
$99.7K ﹤0.01%
1,399
+1,355
FTXN icon
5470
First Trust Nasdaq Oil & Gas ETF
FTXN
$109M
$99.6K ﹤0.01%
3,500
-5,048
FDNI icon
5471
First Trust Dow Jones International Internet ETF
FDNI
$88.6M
$99.5K ﹤0.01%
2,569
-7,133
APRH icon
5472
Innovator Premium Income 20 Barrier ETF April
APRH
$26.2M
$99.1K ﹤0.01%
4,000
LNSR icon
5473
LENSAR
LNSR
$123M
$98.9K ﹤0.01%
8,009
-493
NAKA
5474
Kindly MD
NAKA
$220M
$98.4K ﹤0.01%
91,922
+91,910
BRT
5475
BRT Apartments
BRT
$283M
$98.1K ﹤0.01%
6,267
-484