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
CAMX icon
5551
Cambiar Aggressive Value ETF
CAMX
$59.9M
$63K ﹤0.01%
+1,993
HIX
5552
Western Asset High Income Fund II
HIX
$380M
$63K ﹤0.01%
14,688
-5,392
ULTY icon
5553
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.46B
$63K ﹤0.01%
+10,000
CTEC icon
5554
Global X CleanTech ETF
CTEC
$27.8M
$62.7K ﹤0.01%
1,765
+100
VNSE icon
5555
Natixis Vaughan Nelson Select ETF
VNSE
$13.6M
$62.7K ﹤0.01%
1,750
VHI icon
5556
Valhi
VHI
$359M
$62.7K ﹤0.01%
3,880
-509
SMTI icon
5557
Sanara MedTech
SMTI
$187M
$62.7K ﹤0.01%
2,208
-271
LSAK icon
5558
Lesaka Technologies
LSAK
$312M
$62.6K ﹤0.01%
13,950
-261
MAXN icon
5559
Maxeon Solar Technologies
MAXN
$51.5M
$62.6K ﹤0.01%
20,462
BKTI icon
5560
BK Technologies
BKTI
$239M
$62.4K ﹤0.01%
1,323
+254
STEX
5561
Streamex Corp
STEX
$178M
$61.9K ﹤0.01%
8,671
+8,350
USNZ icon
5562
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
USNZ
$284M
$61.7K ﹤0.01%
1,577
ACU icon
5563
Acme United Corp
ACU
$141M
$61.3K ﹤0.01%
1,480
+1,433
UMAC icon
5564
Unusual Machines
UMAC
$323M
$60.8K ﹤0.01%
7,099
+7,004
EVI icon
5565
EVI Industries
EVI
$263M
$60.8K ﹤0.01%
2,785
-1,438
FEIM icon
5566
Frequency Electronics
FEIM
$279M
$60.7K ﹤0.01%
2,671
+2,598
CLIX icon
5567
ProShares Long Online/Short Stores ETF
CLIX
$7.52M
$60.6K ﹤0.01%
1,165
-13
CHRS icon
5568
Coherus Oncology
CHRS
$164M
$60.3K ﹤0.01%
82,547
-23,768
PEBK icon
5569
Peoples Bancorp of North Carolina
PEBK
$174M
$60.2K ﹤0.01%
2,087
-657
AIRO
5570
AIRO Group Holdings
AIRO
$271M
$60.2K ﹤0.01%
+2,500
LABU icon
5571
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$912M
$60.2K ﹤0.01%
1,057
+75
BFIN icon
5572
BankFinancial
BFIN
$147M
$60.1K ﹤0.01%
5,194
+4,930
DLTH icon
5573
Duluth Holdings
DLTH
$119M
$59.9K ﹤0.01%
28,524
-1,095
OFS icon
5574
OFS Capital
OFS
$63.6M
$59.7K ﹤0.01%
7,079
BBGI icon
5575
Beasley Broadcasting Group
BBGI
$7.61M
$59.6K ﹤0.01%
14,361
+55