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
ULBI icon
5501
Ultralife
ULBI
$97.7M
$91.1K ﹤0.01%
13,351
+3,810
LRMR icon
5502
Larimar Therapeutics
LRMR
$308M
$90.9K ﹤0.01%
28,147
-20,430
ILDR icon
5503
First Trust Innovation Leaders ETF
ILDR
$202M
$90.5K ﹤0.01%
2,794
+2,142
BYND icon
5504
Beyond Meat
BYND
$443M
$89.6K ﹤0.01%
47,409
-114,759
EETH icon
5505
ProShares Ether Strategy ETF
EETH
$88.1M
$89.3K ﹤0.01%
+1,316
IPO icon
5506
Renaissance IPO ETF
IPO
$141M
$89.2K ﹤0.01%
1,800
SPCE icon
5507
Virgin Galactic
SPCE
$231M
$88.8K ﹤0.01%
23,002
+8,544
BBSC icon
5508
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$593M
$88.7K ﹤0.01%
1,197
-1,054
PLBY icon
5509
Playboy Inc
PLBY
$199M
$88.6K ﹤0.01%
60,254
-17,592
STRS icon
5510
Stratus Properties
STRS
$181M
$88.5K ﹤0.01%
4,183
-259
AVBC
5511
Avidia Bancorp
AVBC
$298M
$88.4K ﹤0.01%
+5,916
ALMU
5512
Aeluma Inc
ALMU
$246M
$88.4K ﹤0.01%
5,488
-525
SPC icon
5513
CrossingBridge Pre-Merger SPAC ETF
SPC
$21.7M
$87.9K ﹤0.01%
4,055
-19,108
LNKB icon
5514
LINKBANCORP
LNKB
$287M
$87.5K ﹤0.01%
12,270
+241
REFI
5515
Chicago Atlantic Real Estate Finance
REFI
$270M
$87.5K ﹤0.01%
6,838
-209
COMB icon
5516
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$95.3M
$87.3K ﹤0.01%
4,005
DEFT
5517
Defi Technologies
DEFT
$540M
$87.2K ﹤0.01%
41,315
+35,415
REI icon
5518
Ring Energy
REI
$185M
$87K ﹤0.01%
79,837
+44,394
AMTX icon
5519
Aemetis
AMTX
$111M
$86.7K ﹤0.01%
38,526
+14,836
BLTE
5520
Belite Bio
BLTE
$4.62B
$86.7K ﹤0.01%
1,171
+257
AISP
5521
Airship AI Holdings
AISP
$125M
$86.5K ﹤0.01%
16,729
-3,984
BARK icon
5522
BARK
BARK
$122M
$86.4K ﹤0.01%
104,083
-27,717
ASMB icon
5523
Assembly Biosciences
ASMB
$580M
$86.3K ﹤0.01%
3,371
+3,319
MPX icon
5524
Marine Products Corp
MPX
$297M
$85.8K ﹤0.01%
9,678
-605
VAL.WS icon
5525
Valaris Ltd Warrants
VAL.WS
$184M
$85.1K ﹤0.01%
30,412
+332