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
SGU icon
5501
Star Group
SGU
$403M
$72.3K ﹤0.01%
6,177
+793
UAMY icon
5502
United States Antimony
UAMY
$856M
$71.9K ﹤0.01%
32,981
-30,011
VINP icon
5503
Vinci Compass Investments Ltd
VINP
$780M
$71.8K ﹤0.01%
7,424
+134
BIOX icon
5504
Bioceres Crop Solutions
BIOX
$109M
$71.8K ﹤0.01%
16,056
-34,368
PDEC icon
5505
Innovator US Equity Power Buffer ETF December
PDEC
$886M
$71.7K ﹤0.01%
+1,793
LDI icon
5506
loanDepot
LDI
$632M
$71.6K ﹤0.01%
56,382
-32,454
LAW icon
5507
CS Disco
LAW
$447M
$71.6K ﹤0.01%
16,378
-80,678
SPXL icon
5508
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.06B
$71.5K ﹤0.01%
412
LSBK icon
5509
Lake Shore Bancorp
LSBK
$105M
$71.4K ﹤0.01%
4,521
+6
CION icon
5510
CION Investment
CION
$525M
$71.4K ﹤0.01%
7,458
-132
MAZE
5511
Maze Therapeutics
MAZE
$1.82B
$70.9K ﹤0.01%
5,782
+1,455
ETHA
5512
iShares Ethereum Trust ETF
ETHA
$1.76B
$70.6K ﹤0.01%
3,700
CPSJ
5513
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$42.8M
$70.4K ﹤0.01%
2,702
-14,908
CSTE icon
5514
Caesarstone
CSTE
$51.9M
$70.4K ﹤0.01%
35,718
+5,443
TWN
5515
Taiwan Fund
TWN
$337M
$70.3K ﹤0.01%
1,568
-756
BZUN
5516
Baozun
BZUN
$165M
$70.1K ﹤0.01%
28,031
-92,593
CCFE
5517
Concourse Capital Focused Equity ETF
CCFE
$35.1M
$70K ﹤0.01%
+2,852
MRCC icon
5518
Monroe Capital Corp
MRCC
$139M
$69.9K ﹤0.01%
10,988
EQRR icon
5519
ProShares Equities for Rising Rates ETF
EQRR
$12.1M
$69.8K ﹤0.01%
1,175
-141
LGCY
5520
Legacy Education Inc
LGCY
$132M
$69K ﹤0.01%
6,168
+1,309
SEVN
5521
Seven Hills Realty Trust
SEVN
$134M
$68.8K ﹤0.01%
5,703
-516
OPOF
5522
DELISTED
Old Point Financial
OPOF
$68.8K ﹤0.01%
1,753
+1,716
ELDN icon
5523
Eledon Pharmaceuticals
ELDN
$122M
$68.7K ﹤0.01%
25,367
+18,355
BELFA icon
5524
Bel Fuse Inc Class A
BELFA
$1.67B
$68.6K ﹤0.01%
763
-270
AIRS icon
5525
AirSculpt Technologies
AIRS
$220M
$68.5K ﹤0.01%
14,187
-6,087