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
EEX icon
5651
Emerald Holding
EEX
$700M
$56.3K ﹤0.01%
11,062
+332
CMDB
5652
Costamare Bulkers Holdings
CMDB
$398M
$56K ﹤0.01%
3,896
-419
ARL icon
5653
American Realty Investors
ARL
$246M
$55.7K ﹤0.01%
3,327
-39
CSTE icon
5654
Caesarstone
CSTE
$47M
$55.4K ﹤0.01%
34,840
-878
HNVR icon
5655
Hanover Bancorp
HNVR
$161M
$55.3K ﹤0.01%
2,463
+1,002
ACU icon
5656
Acme United Corp
ACU
$141M
$54.7K ﹤0.01%
1,328
-152
OFS icon
5657
OFS Capital
OFS
$65.7M
$54.4K ﹤0.01%
7,079
BLKC icon
5658
Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
BLKC
$6.47M
$54.2K ﹤0.01%
1,838
IVVD icon
5659
Invivyd
IVVD
$646M
$54.2K ﹤0.01%
49,252
+37,811
STEX
5660
Streamex Corp
STEX
$174M
$53.9K ﹤0.01%
9,363
+692
METCB icon
5661
Ramaco Resources Class B
METCB
$817M
$53.8K ﹤0.01%
3,190
+2,711
COLO
5662
Global X MSCI Colombia ETF
COLO
$111M
$53.6K ﹤0.01%
1,633
+496
AREC icon
5663
American Resources Corp
AREC
$270M
$53.5K ﹤0.01%
19,797
+19,279
GAIA icon
5664
Gaia
GAIA
$95.9M
$52.6K ﹤0.01%
8,888
+1,153
BTCS icon
5665
BTCS Inc
BTCS
$145M
$52.6K ﹤0.01%
10,880
+10,324
BHR
5666
Braemar Hotels & Resorts
BHR
$184M
$52.4K ﹤0.01%
19,198
-7,397
NRT
5667
North European Oil Royalty Trust
NRT
$53.9M
$52K ﹤0.01%
9,500
-20,000
QTJA icon
5668
Innovator Growth Accelerated Plus ETF January
QTJA
$25.1M
$51.9K ﹤0.01%
1,796
-1,206
IROQ icon
5669
IF Bancorp
IROQ
$84.4M
$51.8K ﹤0.01%
2,002
-20
STSS icon
5670
Sharps Technology
STSS
$92.3M
$51.6K ﹤0.01%
7,914
+7,906
LGCY
5671
Legacy Education Inc
LGCY
$127M
$51.4K ﹤0.01%
5,372
-796
ACTG icon
5672
Acacia Research
ACTG
$357M
$51.2K ﹤0.01%
15,762
-3,234
LFVN icon
5673
LifeVantage
LFVN
$85.9M
$51K ﹤0.01%
5,241
-28,135
TBT icon
5674
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$250M
$50.9K ﹤0.01%
1,506
AEYE icon
5675
AudioEye
AEYE
$152M
$50.9K ﹤0.01%
3,670
-7,312