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
STRO icon
5601
Sutro Biopharma
STRO
$78.3M
$56.3K ﹤0.01%
78,946
-30,155
AOUT icon
5602
American Outdoor Brands
AOUT
$90.7M
$56.1K ﹤0.01%
5,372
+4,485
TCI icon
5603
Transcontinental Realty Investors
TCI
$397M
$55.8K ﹤0.01%
1,310
+424
TMFS icon
5604
Motley Fool Small-Cap Growth ETF
TMFS
$72.2M
$55.4K ﹤0.01%
1,566
-2,324
RAPT icon
5605
RAPT Therapeutics
RAPT
$937M
$55.3K ﹤0.01%
6,913
-22,996
FF icon
5606
Future Fuel
FF
$145M
$55K ﹤0.01%
14,185
-9,600
NTIC icon
5607
Northern Technologies International Corp
NTIC
$70.5M
$54.5K ﹤0.01%
7,350
-4,579
IAF
5608
abrdn Australia Equity Fund
IAF
$117M
$54.2K ﹤0.01%
4,040
+1,588
XBIT icon
5609
XBiotech
XBIT
$69.2M
$54.1K ﹤0.01%
18,208
+5,344
QDIV icon
5610
Global X S&P 500 Quality Dividend ETF
QDIV
$30.8M
$53.2K ﹤0.01%
+1,570
ECBK icon
5611
ECB Bancorp
ECBK
$153M
$53K ﹤0.01%
3,435
+3,369
TOI icon
5612
The Oncology Institute
TOI
$309M
$52.9K ﹤0.01%
25,808
+22,875
MFSG
5613
MFS Active Growth ETF
MFSG
$156M
$52.9K ﹤0.01%
1,995
-8,837
SAVA icon
5614
Cassava Sciences
SAVA
$157M
$52.9K ﹤0.01%
29,203
-87,617
TBT icon
5615
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$253M
$52.8K ﹤0.01%
1,506
-5
BLTE
5616
Belite Bio
BLTE
$4.8B
$52.7K ﹤0.01%
914
-4,310
EUAD
5617
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.04B
$52.6K ﹤0.01%
1,220
+815
ILLR
5618
Triller Group Inc
ILLR
$61.6M
$52.6K ﹤0.01%
56,587
+48,994
NMRA icon
5619
Neumora Therapeutics
NMRA
$381M
$52.3K ﹤0.01%
71,380
-797,642
EEX icon
5620
Emerald Holding
EEX
$724M
$52K ﹤0.01%
10,730
-574,063
CMPS
5621
Compass Pathways
CMPS
$533M
$51.7K ﹤0.01%
18,481
+225
DXYZ
5622
Destiny Tech100
DXYZ
$325M
$51.4K ﹤0.01%
1,350
+350
MKTW icon
5623
MarketWise
MKTW
$39.3M
$50.9K ﹤0.01%
2,572
+1,544
ASGI
5624
abrdn Global Infrastructure Income Fund
ASGI
$636M
$50.8K ﹤0.01%
2,495
-14,001
SBFG icon
5625
SB Financial Group
SBFG
$135M
$50.8K ﹤0.01%
2,658
+2,603