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
USMF icon
5451
WisdomTree US Multifactor Fund
USMF
$373M
$83.9K ﹤0.01%
1,637
-408
STRS icon
5452
Stratus Properties
STRS
$177M
$83.9K ﹤0.01%
4,442
-15,229
IDR icon
5453
Idaho Strategic Resources
IDR
$619M
$83.9K ﹤0.01%
6,411
+6,312
DSGN icon
5454
Design Therapeutics
DSGN
$535M
$83K ﹤0.01%
24,625
+2,459
PROV icon
5455
Provident Financial
PROV
$99.2M
$82.8K ﹤0.01%
5,339
+26
CINT icon
5456
CI&T Inc
CINT
$606M
$82.7K ﹤0.01%
13,851
-4,237
ATOS icon
5457
Atossa Therapeutics
ATOS
$100M
$82.7K ﹤0.01%
99,601
+35,629
GOSS icon
5458
Gossamer Bio
GOSS
$773M
$82.5K ﹤0.01%
67,080
-96,750
SWKH icon
5459
SWK Holdings
SWKH
$205M
$82.5K ﹤0.01%
5,595
+615
KG
5460
Kestrel Group
KG
$115M
$82K ﹤0.01%
3,092
+961
QTJA icon
5461
Innovator Growth Accelerated Plus ETF January
QTJA
$25.1M
$81.8K ﹤0.01%
+3,002
EMHC icon
5462
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$229M
$81.6K ﹤0.01%
3,317
+1,063
IPO icon
5463
Renaissance IPO ETF
IPO
$143M
$80.9K ﹤0.01%
1,800
BPRN icon
5464
Princeton Bancorp
BPRN
$233M
$80.8K ﹤0.01%
2,647
-639
BNTC icon
5465
Benitec Biopharma
BNTC
$439M
$80.5K ﹤0.01%
6,879
+6,587
PMTS icon
5466
CPI Card Group
PMTS
$154M
$80.1K ﹤0.01%
3,376
-613
WHLR
5467
Wheeler Real Estate Investment Trust
WHLR
$2.02M
$79.9K ﹤0.01%
+2,636
PANL icon
5468
Pangaea Logistics
PANL
$456M
$79.5K ﹤0.01%
16,923
-27,919
USAU icon
5469
US Gold Corp
USAU
$248M
$79K ﹤0.01%
6,473
+6,379
POWW icon
5470
Outdoor Holding Co
POWW
$215M
$78.8K ﹤0.01%
61,552
-131,557
OCGN icon
5471
Ocugen
OCGN
$387M
$78.8K ﹤0.01%
81,199
-60,334
NFXL
5472
Direxion Daily NFLX Bull 2X Shares
NFXL
$96.8M
$78.7K ﹤0.01%
1,070
-7,680
MRBK icon
5473
Meridian
MRBK
$184M
$78.7K ﹤0.01%
6,103
+3,814
NXDT
5474
NexPoint Diversified Real Estate Trust
NXDT
$142M
$78.6K ﹤0.01%
18,756
-4,575
FLXS icon
5475
Flexsteel Industries
FLXS
$211M
$78.4K ﹤0.01%
2,176
-4,435