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
BPRN icon
5576
Princeton Bancorp
BPRN
$231M
$74.4K ﹤0.01%
2,337
-310
OVBC icon
5577
Ohio Valley Banc Corp
OVBC
$183M
$74.4K ﹤0.01%
2,011
-1,325
BZAI
5578
Blaize Holdings
BZAI
$269M
$74.4K ﹤0.01%
21,555
+20,949
INNV icon
5579
InnovAge Holding
INNV
$681M
$74.2K ﹤0.01%
14,387
-1,148
BW icon
5580
Babcock & Wilcox
BW
$709M
$73.9K ﹤0.01%
25,496
+24,808
CTEC icon
5581
Global X CleanTech ETF
CTEC
$27M
$73.4K ﹤0.01%
1,460
-305
FEMB icon
5582
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$281M
$73.2K ﹤0.01%
+2,496
CHN
5583
DELISTED
China Fund
CHN
$73K ﹤0.01%
3,956
-400
AIRS icon
5584
AirSculpt Technologies
AIRS
$216M
$73K ﹤0.01%
9,097
-5,090
ACR
5585
ACRES Commercial Realty
ACR
$156M
$72.9K ﹤0.01%
3,444
-227
VINP icon
5586
Vinci Compass Investments Ltd
VINP
$768M
$72.3K ﹤0.01%
6,730
-694
MGIC
5587
Magic Software Enterprises
MGIC
$1.12B
$72.1K ﹤0.01%
3,534
-2,286
VHI icon
5588
Valhi
VHI
$359M
$71.4K ﹤0.01%
4,527
+647
INTT icon
5589
inTEST
INTT
$99.1M
$71.3K ﹤0.01%
9,123
+257
JYNT icon
5590
The Joint Corp
JYNT
$126M
$71K ﹤0.01%
7,440
-357
MBOT icon
5591
Microbot Medical
MBOT
$150M
$70.6K ﹤0.01%
23,152
+17,285
NXDT
5592
NexPoint Diversified Real Estate Trust
NXDT
$141M
$70.3K ﹤0.01%
19,039
+283
TNA icon
5593
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.05B
$70.2K ﹤0.01%
1,552
+1,478
PBFS icon
5594
Pioneer Bancorp
PBFS
$336M
$70.1K ﹤0.01%
5,368
-2,843
MDXH icon
5595
MDxHealth
MDXH
$183M
$70K ﹤0.01%
15,055
+14,769
PBUS icon
5596
Invesco MSCI USA ETF
PBUS
$9.66B
$69.4K ﹤0.01%
1,035
+961
VERU icon
5597
Veru
VERU
$39.6M
$68.4K ﹤0.01%
18,010
-557
IMTX icon
5598
Immatics
IMTX
$1.3B
$68.3K ﹤0.01%
8,022
-950
EVO icon
5599
Evotec
EVO
$1.17B
$68.2K ﹤0.01%
18,796
-1,710
TNYA icon
5600
Tenaya Therapeutics
TNYA
$233M
$68K ﹤0.01%
41,998
-10,857