Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RCEL icon
5526
Avita Medical
RCEL
$159M
$87.4K ﹤0.01%
25,329
-36,810
BEDY
5527
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$138M
$86.9K ﹤0.01%
+3,268
RSSL
5528
Global X Russell 2000 ETF
RSSL
$1.51B
$86.8K ﹤0.01%
+899
SMTI icon
5529
Sanara MedTech
SMTI
$183M
$86.8K ﹤0.01%
3,716
+535
FISR icon
5530
State Street Fixed Income Sector Rotation ETF
FISR
$464M
$86.3K ﹤0.01%
+3,329
GPMT
5531
Granite Point Mortgage Trust
GPMT
$73.7M
$86.1K ﹤0.01%
35,876
-30,272
OPPE
5532
WisdomTree European Opportunities Fund
OPPE
$292M
$86.1K ﹤0.01%
1,676
-2,131
XBIT icon
5533
XBiotech
XBIT
$75M
$85.8K ﹤0.01%
35,895
-11,494
PURR
5534
Hyperliquid Strategies Inc
PURR
$801M
$85.1K ﹤0.01%
+23,893
EAGL
5535
Eagle Capital Select Equity ETF
EAGL
$4.14B
$84.6K ﹤0.01%
2,605
-4,949
DALI icon
5536
First Trust DorseyWright DALI 1 ETF
DALI
$114M
$84.4K ﹤0.01%
+2,936
MARO
5537
YieldMax MARA Option Income Strategy ETF
MARO
$54.2M
$83.7K ﹤0.01%
+11,003
PLX icon
5538
Protalix BioTherapeutics
PLX
$192M
$83.4K ﹤0.01%
46,352
+26,233
DERM icon
5539
Journey Medical
DERM
$146M
$83.3K ﹤0.01%
10,805
-10,732
SMWB icon
5540
Similarweb
SMWB
$226M
$83.3K ﹤0.01%
11,122
-45,091
GXDW
5541
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$7.3M
$83.3K ﹤0.01%
3,474
+16
IPO icon
5542
Renaissance IPO ETF
IPO
$134M
$82.2K ﹤0.01%
1,800
REKR icon
5543
Rekor Systems
REKR
$131M
$81.8K ﹤0.01%
59,255
+28,527
COLO
5544
Global X MSCI Colombia ETF
COLO
$137M
$81.8K ﹤0.01%
2,294
+661
NRDY icon
5545
Nerdy
NRDY
$122M
$81.3K ﹤0.01%
78,215
-38,394
RWEM
5546
Rayliant Wilshire NxtGen Emerging Markets Equity ETF
RWEM
$81.1M
$81K ﹤0.01%
2,717
-3,686
NBCR
5547
Neuberger Core Equity ETF
NBCR
$826M
$80.4K ﹤0.01%
+2,553
AOMR
5548
Angel Oak Mortgage REIT
AOMR
$224M
$80.4K ﹤0.01%
9,335
-8,558
NODK icon
5549
NI Holdings
NODK
$265M
$79.9K ﹤0.01%
6,011
+2,435
SWKH
5550
DELISTED
SWK Holdings
SWKH
$79.8K ﹤0.01%
4,638
-606