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
NL icon
5576
NL Industries
NL
$276M
$59.4K ﹤0.01%
9,288
-27,328
OGEN icon
5577
Oragenics
OGEN
$3.63M
$59.4K ﹤0.01%
15,546
+15,539
LCDS
5578
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$14.7M
$59.4K ﹤0.01%
+1,001
AGRO icon
5579
Adecoagro
AGRO
$814M
$59.4K ﹤0.01%
6,494
-168,097
ATRA icon
5580
Atara Biotherapeutics
ATRA
$109M
$59.4K ﹤0.01%
7,688
-179,609
OXLC
5581
Oxford Lane Capital
OXLC
$1.46B
$59.1K ﹤0.01%
2,813
-4,090
NEWZ
5582
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$18.4M
$59K ﹤0.01%
+2,075
NYXH
5583
Nyxoah
NYXH
$207M
$58.8K ﹤0.01%
7,866
+3,303
AMTX icon
5584
Aemetis
AMTX
$113M
$58.8K ﹤0.01%
23,690
-24,932
SGMO icon
5585
Sangamo Therapeutics
SGMO
$155M
$58.4K ﹤0.01%
107,970
-12,807
DUSB icon
5586
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.59B
$58.1K ﹤0.01%
+1,145
SANG
5587
Sangoma Technologies
SANG
$58.1K ﹤0.01%
9,600
-30,500
OBIO icon
5588
Orchestra BioMed
OBIO
$300M
$57.8K ﹤0.01%
21,577
+5,678
NPWR icon
5589
NET Power
NPWR
$243M
$57.8K ﹤0.01%
23,405
-95,724
INKM icon
5590
State Street Income Allocation ETF
INKM
$67.1M
$57.8K ﹤0.01%
+1,787
INNV icon
5591
InnovAge Holding
INNV
$716M
$57.3K ﹤0.01%
15,535
+1,227
ESOA icon
5592
Energy Services of America
ESOA
$149M
$57.3K ﹤0.01%
5,760
+5,664
UYM icon
5593
ProShares Ultra Materials
UYM
$34.9M
$56.9K ﹤0.01%
+2,400
LAKE icon
5594
Lakeland Industries
LAKE
$145M
$56.8K ﹤0.01%
4,177
+2,736
OPAL icon
5595
OPAL Fuels
OPAL
$69.9M
$56.8K ﹤0.01%
23,468
+23,172
SCLX icon
5596
Scilex Holding
SCLX
$125M
$56.6K ﹤0.01%
9,604
+8,107
ACNT icon
5597
Ascent Industries
ACNT
$133M
$56.4K ﹤0.01%
4,475
+3,225
CZWI icon
5598
Citizens Community Bancorp
CZWI
$167M
$56.4K ﹤0.01%
4,086
+4,011
ESP icon
5599
Espey Mfg & Electronics Corp
ESP
$115M
$56.3K ﹤0.01%
1,232
+962
BVFL icon
5600
BV Financial
BVFL
$163M
$56.3K ﹤0.01%
3,696
+3,613