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
CGHM
5726
Capital Group Municipal High-Income ETF
CGHM
$2.4B
$34.5K ﹤0.01%
+1,400
GAIN icon
5727
Gladstone Investment Corp
GAIN
$555M
$34.3K ﹤0.01%
2,404
-7,313
GAIA icon
5728
Gaia
GAIA
$97.9M
$34K ﹤0.01%
7,735
+5,173
MYO icon
5729
Myomo
MYO
$32.2M
$33.9K ﹤0.01%
15,707
-12,978
GTR icon
5730
WisdomTree Target Range Fund
GTR
$61.4M
$33.7K ﹤0.01%
1,378
-6,236
XFLT
5731
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$350M
$33.7K ﹤0.01%
+5,966
ZAP
5732
Global X U.S. Electrification ETF
ZAP
$236M
$33.6K ﹤0.01%
+1,248
HNVR icon
5733
Hanover Bancorp
HNVR
$162M
$33.4K ﹤0.01%
1,461
+1,423
DMAC icon
5734
DiaMedica Therapeutics
DMAC
$470M
$33.1K ﹤0.01%
8,497
+8,274
LUCD icon
5735
Lucid Diagnostics
LUCD
$143M
$33.1K ﹤0.01%
28,746
-14,151
COLO
5736
Global X MSCI Colombia ETF
COLO
$109M
$32.8K ﹤0.01%
1,137
+532
STRW icon
5737
Strawberry Fields REIT
STRW
$158M
$32.7K ﹤0.01%
3,102
-1,997
JGRW
5738
Jensen Quality Growth ETF
JGRW
$107M
$32.7K ﹤0.01%
1,232
-3,497
PLX icon
5739
Protalix BioTherapeutics
PLX
$144M
$32.4K ﹤0.01%
21,892
+21,886
LFT
5740
Lument Finance Trust
LFT
$83.3M
$32.4K ﹤0.01%
14,640
+14,282
SKIL icon
5741
Skillsoft
SKIL
$112M
$32.3K ﹤0.01%
2,023
-392
TNYA icon
5742
Tenaya Therapeutics
TNYA
$205M
$32.3K ﹤0.01%
52,855
-40,839
HNDL icon
5743
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$659M
$31.8K ﹤0.01%
+1,470
SMCY
5744
YieldMax SMCI Option Income Strategy ETF
SMCY
$185M
$31.8K ﹤0.01%
+1,500
TURN
5745
DELISTED
180 Degree Capital
TURN
$31.8K ﹤0.01%
8,000
CLM icon
5746
Cornerstone Strategic Value Fund
CLM
$2.34B
$31.7K ﹤0.01%
3,904
-1,929,770
BHM icon
5747
Bluerock Homes Trust
BHM
$37.6M
$31.6K ﹤0.01%
2,526
-41
BIOA
5748
BioAge Labs
BIOA
$323M
$31.4K ﹤0.01%
7,602
+1,476
CSPI icon
5749
CSP Inc
CSPI
$114M
$31.4K ﹤0.01%
2,426
+2,366
BBU
5750
Brookfield Business Partners
BBU
$2.96B
$31.3K ﹤0.01%
1,208
+1,204