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
EDN
5626
Edenor
EDN
$1.5B
$62.6K ﹤0.01%
4,022
-1,660
MGF
5627
MFS Government Markets Income Trust
MGF
$101M
$62.3K ﹤0.01%
19,961
-395
SRG
5628
Seritage Growth Properties
SRG
$214M
$62.2K ﹤0.01%
14,629
+12,857
MNTK icon
5629
Montauk Renewables
MNTK
$226M
$61.8K ﹤0.01%
30,737
-3,758
LWAY icon
5630
Lifeway Foods
LWAY
$373M
$61.8K ﹤0.01%
2,225
-2,541
FNWD icon
5631
Finward Bancorp
FNWD
$163M
$61.5K ﹤0.01%
1,915
+146
PBD icon
5632
Invesco Global Clean Energy ETF
PBD
$118M
$61.4K ﹤0.01%
4,077
-7,566
ABTC
5633
American Bitcoin Corp
ABTC
$3.88B
$61.4K ﹤0.01%
9,105
+4,034
POWW icon
5634
Outdoor Holding Co
POWW
$210M
$61.2K ﹤0.01%
41,336
-20,216
UTF.RT
5635
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$59.8K ﹤0.01%
+766,529
ISBA
5636
Isabella Bank
ISBA
$307M
$59.4K ﹤0.01%
1,685
+1,623
CLAR icon
5637
Clarus
CLAR
$137M
$59.2K ﹤0.01%
16,921
-1,565
JIG icon
5638
JPMorgan International Growth ETF
JIG
$278M
$59.2K ﹤0.01%
786
+782
TOPT
5639
iShares Top 20 U.S. Stocks ETF
TOPT
$441M
$58.9K ﹤0.01%
1,935
+1,730
PEBK icon
5640
Peoples Bancorp of North Carolina
PEBK
$174M
$58.9K ﹤0.01%
1,920
-167
TEK
5641
iShares Technology Opportunities Active ETF
TEK
$31.8M
$58.3K ﹤0.01%
+1,880
UYM icon
5642
ProShares Ultra Materials
UYM
$34.6M
$58.1K ﹤0.01%
2,400
MRBK icon
5643
Meridian
MRBK
$185M
$58K ﹤0.01%
3,671
-2,432
DAO
5644
Youdao
DAO
$1.09B
$57.9K ﹤0.01%
5,828
-64,878
LSAK icon
5645
Lesaka Technologies
LSAK
$317M
$57.9K ﹤0.01%
13,950
NL icon
5646
NL Industries
NL
$278M
$57.7K ﹤0.01%
9,381
+93
LCUT icon
5647
Lifetime Brands
LCUT
$81.6M
$57.7K ﹤0.01%
14,902
-1,812
LAKE icon
5648
Lakeland Industries
LAKE
$144M
$57.6K ﹤0.01%
3,895
-282
PCM
5649
PCM Fund
PCM
$75.5M
$57.5K ﹤0.01%
8,571
-2,047
FXA icon
5650
Invesco CurrencyShares Australian Dollar Trust
FXA
$74.3M
$57.5K ﹤0.01%
877
+522