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
CIA icon
5626
Citizens
CIA
$300M
$50.7K ﹤0.01%
14,541
+14,157
FURY
5627
Fury Gold Mines
FURY
$114M
$50.7K ﹤0.01%
103,500
+88,500
CGC
5628
Canopy Growth
CGC
$400M
$50.3K ﹤0.01%
41,224
-13,067
SPTE icon
5629
SP Funds S&P Global Technology ETF
SPTE
$84.2M
$50.2K ﹤0.01%
+1,615
CTSO icon
5630
Cytosorbents Corp
CTSO
$50.9M
$50K ﹤0.01%
39,074
-4,905
ESEA icon
5631
Euroseas
ESEA
$422M
$50K ﹤0.01%
1,117
+888
SHCO icon
5632
Soho House & Co
SHCO
$1.73B
$49.7K ﹤0.01%
6,766
+5,728
NODK icon
5633
NI Holdings
NODK
$280M
$49.7K ﹤0.01%
3,903
-1,554
LVO icon
5634
LiveOne
LVO
$53.9M
$49.7K ﹤0.01%
6,595
+3,225
ZVIA icon
5635
Zevia
ZVIA
$181M
$49.7K ﹤0.01%
15,422
-53,075
KRMD icon
5636
KORU Medical Systems
KRMD
$274M
$49.5K ﹤0.01%
13,829
-12,026
SDHY
5637
PGIM Short Duration High Yield Opportunities Fund
SDHY
$405M
$49.5K ﹤0.01%
2,938
+2,842
CGSD icon
5638
Capital Group Short Duration Income ETF
CGSD
$1.77B
$49.4K ﹤0.01%
+1,905
CPHC icon
5639
Canterbury Park Holding Corp
CPHC
$76.9M
$49.3K ﹤0.01%
2,616
+1,536
IROQ icon
5640
IF Bancorp
IROQ
$84.5M
$49.2K ﹤0.01%
2,022
+3
BTM icon
5641
Bitcoin Depot
BTM
$112M
$49.2K ﹤0.01%
9,707
+9,622
FTGS icon
5642
First Trust Growth Strength ETF
FTGS
$1.23B
$49K ﹤0.01%
1,433
-526
FNWD icon
5643
Finward Bancorp
FNWD
$164M
$48.9K ﹤0.01%
1,769
+1,737
TE
5644
T1 Energy Inc
TE
$875M
$48.8K ﹤0.01%
39,714
+3,194
EHTH icon
5645
eHealth
EHTH
$126M
$48.7K ﹤0.01%
11,186
+10,367
INSG icon
5646
Inseego
INSG
$168M
$48.4K ﹤0.01%
5,870
+3,365
IMTX icon
5647
Immatics
IMTX
$1.3B
$48.3K ﹤0.01%
8,972
+9
MCN
5648
Madison Covered Call & Equity Strategy Fund
MCN
$126M
$48.1K ﹤0.01%
+7,692
FFAI
5649
Faraday Future Intelligent Electric
FFAI
$195M
$48.1K ﹤0.01%
28,603
+28,025
DXLG icon
5650
Destination XL Group
DXLG
$52.5M
$47.6K ﹤0.01%
42,894
+8,404