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
JPRE icon
5676
JPMorgan Realty Income ETF
JPRE
$478M
$43K ﹤0.01%
902
-16,189
CVNY
5677
YieldMax CVNA Option Income Strategy ETF
CVNY
$56.6M
$42.5K ﹤0.01%
+1,000
ABAT icon
5678
American Battery Technology Co
ABAT
$463M
$42.4K ﹤0.01%
26,183
+25,256
MDV
5679
Modiv Industrial
MDV
$152M
$42.4K ﹤0.01%
3,010
+2,935
SPWR icon
5680
SunPower Inc
SPWR
$143M
$42.3K ﹤0.01%
23,008
+18,890
CIX icon
5681
Comp X International
CIX
$278M
$41.8K ﹤0.01%
1,575
-356
BAK icon
5682
Braskem
BAK
$1.15B
$41.8K ﹤0.01%
12,751
-42,374
ALTO icon
5683
Alto Ingredients
ALTO
$189M
$41.7K ﹤0.01%
36,298
-248,865
BKKT icon
5684
Bakkt Holdings
BKKT
$369M
$41.6K ﹤0.01%
2,982
+2,688
CFBK icon
5685
CF Bankshares
CFBK
$155M
$41.4K ﹤0.01%
1,729
+1,606
UEIC icon
5686
Universal Electronics
UEIC
$43.8M
$41.4K ﹤0.01%
6,251
-806
KTEC icon
5687
KraneShares Hang Seng TECH Index ETF
KTEC
$60M
$40.7K ﹤0.01%
2,530
-360
MSTX
5688
Defiance Daily Target 2x Long MSTR ETF
MSTX
$267M
$40.6K ﹤0.01%
1,006
-111
SAMT icon
5689
Strategas Macro Thematic Opportunities ETF
SAMT
$322M
$40.5K ﹤0.01%
1,175
-1,508
APYX icon
5690
Apyx Medical
APYX
$164M
$40.4K ﹤0.01%
17,938
-3,912
FLNT
5691
Fluent
FLNT
$50.8M
$40.1K ﹤0.01%
20,068
SDCI icon
5692
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$284M
$40K ﹤0.01%
+1,849
MAV
5693
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
$40K ﹤0.01%
4,817
AIRJ
5694
Montana Technologies Corp
AIRJ
$189M
$39.7K ﹤0.01%
8,581
-8,342
SPCE icon
5695
Virgin Galactic
SPCE
$222M
$39.5K ﹤0.01%
14,458
-16,271
CLPR
5696
Clipper Realty
CLPR
$60.9M
$38.8K ﹤0.01%
10,585
-1,165
BABO
5697
YieldMax BABA Option Income Strategy ETF
BABO
$54.1M
$38.7K ﹤0.01%
+2,542
CD
5698
Chaince Digital Holdings
CD
$671M
$38.5K ﹤0.01%
+10,002
GRRR
5699
Gorilla Technology Group
GRRR
$292M
$38.2K ﹤0.01%
1,920
-239,280
CARY icon
5700
Angel Oak Income ETF
CARY
$721M
$38.2K ﹤0.01%
+1,835