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
ACP
5751
abrdn Income Credit Strategies Fund
ACP
$675M
$38.6K ﹤0.01%
6,651
+5,189
GBLD icon
5752
Invesco MSCI Green Building ETF
GBLD
$5.52M
$38.5K ﹤0.01%
2,076
IBG
5753
Innovation Beverage Group
IBG
$9.55M
$37.9K ﹤0.01%
+8,630
APYX icon
5754
Apyx Medical
APYX
$164M
$37.8K ﹤0.01%
17,652
-286
IPAY icon
5755
Amplify Mobile Payments ETF
IPAY
$224M
$37.6K ﹤0.01%
659
+59
BALY icon
5756
Bally's
BALY
$833M
$37.6K ﹤0.01%
3,385
-4,557
SPWR icon
5757
SunPower Inc
SPWR
$162M
$37.5K ﹤0.01%
21,291
-1,717
DAPR icon
5758
FT Vest US Equity Deep Buffer ETF April
DAPR
$281M
$37.4K ﹤0.01%
+969
OMEX icon
5759
Odyssey Marine Exploration
OMEX
$108M
$37.3K ﹤0.01%
19,111
+16,503
DIVZ icon
5760
Opal Dividend Income ETF
DIVZ
$211M
$36.4K ﹤0.01%
+1,000
PDEX icon
5761
Pro-Dex
PDEX
$120M
$36.2K ﹤0.01%
1,070
-622
FLSW icon
5762
Franklin FTSE Switzerland ETF
FLSW
$59.8M
$36.2K ﹤0.01%
944
-6,917
CTSO icon
5763
Cytosorbents Corp
CTSO
$49.7M
$36.1K ﹤0.01%
38,703
-371
STRW icon
5764
Strawberry Fields REIT
STRW
$160M
$35.7K ﹤0.01%
2,906
-196
UEIC icon
5765
Universal Electronics
UEIC
$44.4M
$35.6K ﹤0.01%
7,636
+1,385
CIX icon
5766
Comp X International
CIX
$275M
$35.4K ﹤0.01%
1,512
-63
KG
5767
Kestrel Group
KG
$111M
$35.4K ﹤0.01%
1,295
-1,797
TOKE icon
5768
Cambria Cannabis ETF
TOKE
$15.6M
$35.4K ﹤0.01%
+5,474
MLCI
5769
Mount Logan Capital Inc
MLCI
$100M
$35.4K ﹤0.01%
+4,533
FDRV icon
5770
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$29.1M
$35.2K ﹤0.01%
1,987
-11
FFAI
5771
Faraday Future Intelligent Electric
FFAI
$200M
$34.8K ﹤0.01%
26,806
-1,797
NTIC icon
5772
Northern Technologies International Corp
NTIC
$70.8M
$34.7K ﹤0.01%
4,505
-2,845
DIBS icon
5773
1stdibs.com
DIBS
$208M
$34.2K ﹤0.01%
13,216
+4,006
ACRV icon
5774
Acrivon Therapeutics
ACRV
$74.5M
$34.2K ﹤0.01%
18,904
-1,713
BTM icon
5775
Bitcoin Depot
BTM
$104M
$34.2K ﹤0.01%
10,172
+465