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
QUIK icon
5751
QuickLogic
QUIK
$102M
$31.1K ﹤0.01%
5,054
-3,108
LGL icon
5752
LGL Group
LGL
$32.1M
$30.9K ﹤0.01%
4,057
+24
PMVP icon
5753
PMV Pharmaceuticals
PMVP
$71.3M
$30.9K ﹤0.01%
29,147
-5,559
HFGO icon
5754
Hartford Large Cap Growth ETF
HFGO
$182M
$30.7K ﹤0.01%
1,233
-37,012
CING icon
5755
Cingulate
CING
$24.9M
$30.5K ﹤0.01%
7,501
+5,543
ARKR icon
5756
Ark Restaurants
ARKR
$25.2M
$30.3K ﹤0.01%
3,371
+4
LXRX icon
5757
Lexicon Pharmaceuticals
LXRX
$512M
$30.3K ﹤0.01%
32,097
-64,290
KIM.PRN icon
5758
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$81.8M
$30.3K ﹤0.01%
+500
LSTA icon
5759
Lisata Therapeutics
LSTA
$18.2M
$30.2K ﹤0.01%
10,421
+8
SLI
5760
Standard Lithium
SLI
$948M
$30.2K ﹤0.01%
15,412
+6,040
UIVM icon
5761
VictoryShares International Value Momentum ETF
UIVM
$279M
$30.2K ﹤0.01%
518
+486
VALU icon
5762
Value Line
VALU
$351M
$29.8K ﹤0.01%
762
-111
FBLG icon
5763
FibroBiologics
FBLG
$13.8M
$29.7K ﹤0.01%
47,750
-44,289
SDHC icon
5764
Smith Douglas Homes
SDHC
$172M
$29.7K ﹤0.01%
1,529
-14,915
AVR
5765
Anteris Technologies
AVR
$159M
$29.7K ﹤0.01%
7,833
+646
DERM icon
5766
Journey Medical
DERM
$213M
$29.7K ﹤0.01%
4,134
+4,048
BBBI icon
5767
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$55M
$29.6K ﹤0.01%
+575
VGI
5768
Virtus Global Multi-Sector Income Fund
VGI
$87.8M
$29.6K ﹤0.01%
3,780
-7,366
FDRV icon
5769
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$28.5M
$29.6K ﹤0.01%
1,998
+5
SLN
5770
Silence Therapeutics
SLN
$300M
$29.6K ﹤0.01%
5,095
-59,791
XGN icon
5771
Exagen
XGN
$175M
$29.4K ﹤0.01%
4,214
-127
PROP icon
5772
Prairie Operating Co
PROP
$107M
$29.4K ﹤0.01%
9,812
+6,582
GSJY icon
5773
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$64.5M
$29.4K ﹤0.01%
699
-15,904
ETHE
5774
Grayscale Ethereum Trust ETF
ETHE
$3.29B
$29.2K ﹤0.01%
1,400
-4,975
STTK icon
5775
Shattuck Labs
STTK
$127M
$29.2K ﹤0.01%
36,891
-62,912