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
CTNM
5526
Contineum Therapeutics
CTNM
$315M
$85K ﹤0.01%
7,236
+6,030
TONX
5527
TON Strategy Co
TONX
$183M
$84.9K ﹤0.01%
12,061
+12,052
FF icon
5528
Future Fuel
FF
$144M
$84.9K ﹤0.01%
21,874
+7,689
GPAT
5529
GP-Act III Acquisition Corp
GPAT
$383M
$84.8K ﹤0.01%
+8,000
DMAC icon
5530
DiaMedica Therapeutics
DMAC
$468M
$84.2K ﹤0.01%
12,249
+3,752
BNC
5531
CEA Industries
BNC
$258M
$84K ﹤0.01%
10,768
+10,763
PHUN icon
5532
Phunware
PHUN
$42.4M
$83.9K ﹤0.01%
30,522
+30,304
BUZZ icon
5533
VanEck Social Sentiment ETF
BUZZ
$109M
$83.9K ﹤0.01%
+2,332
ATRA icon
5534
Atara Biotherapeutics
ATRA
$109M
$83.8K ﹤0.01%
5,845
-1,843
PERI icon
5535
Perion Network
PERI
$408M
$83.7K ﹤0.01%
8,718
-89,547
DXLG icon
5536
Destination XL Group
DXLG
$51.8M
$83K ﹤0.01%
63,384
+20,490
VGI
5537
Virtus Global Multi-Sector Income Fund
VGI
$88M
$82.9K ﹤0.01%
10,440
+6,660
SAVA icon
5538
Cassava Sciences
SAVA
$164M
$82.1K ﹤0.01%
28,228
-975
CDLR icon
5539
Cadeler
CDLR
$1.55B
$81.8K ﹤0.01%
3,963
+597
CFBK icon
5540
CF Bankshares
CFBK
$154M
$81.4K ﹤0.01%
3,398
+1,669
RELL icon
5541
Richardson Electronics
RELL
$152M
$81.1K ﹤0.01%
8,284
-1,304
CPZ
5542
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$294M
$80.7K ﹤0.01%
4,994
-4,543
OGCP
5543
Empire State Realty Series 60
OGCP
$1.83B
$80.6K ﹤0.01%
10,737
CPSS icon
5544
Consumer Portfolio Services
CPSS
$184M
$80.3K ﹤0.01%
10,634
+521
UPLD icon
5545
Upland Software
UPLD
$53.4M
$79.9K ﹤0.01%
33,724
-32,257
LSBK icon
5546
Lake Shore Bancorp
LSBK
$104M
$79.3K ﹤0.01%
6,102
+1,581
FLBR icon
5547
Franklin FTSE Brazil ETF
FLBR
$269M
$79.3K ﹤0.01%
4,163
-89
CAPL icon
5548
CrossAmerica Partners
CAPL
$778M
$79.3K ﹤0.01%
3,769
-1,942
UPXI icon
5549
Upexi
UPXI
$167M
$79.2K ﹤0.01%
13,725
+13,367
FLXS icon
5550
Flexsteel Industries
FLXS
$210M
$79K ﹤0.01%
1,704
-472