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
CHYM
5801
Chime Financial
CHYM
$7.56B
$30K ﹤0.01%
1,489
-46,120
OTLY
5802
Oatly Group
OTLY
$368M
$29.8K ﹤0.01%
1,839
+57
BITQ icon
5803
Bitwise Crypto Industry Innovators ETF
BITQ
$398M
$29.6K ﹤0.01%
1,180
+438
VIA
5804
Via Transportation Inc
VIA
$2.78B
$29.4K ﹤0.01%
+612
DAIC
5805
CID HoldCo Inc
DAIC
$46.9M
$29.4K ﹤0.01%
11,575
-430,282
NHTC icon
5806
Natural Health Trends
NHTC
$32.1M
$29.2K ﹤0.01%
6,534
-68
CING icon
5807
Cingulate
CING
$24.8M
$29.2K ﹤0.01%
7,455
-46
RBKB icon
5808
Rhinebeck Bancorp
RBKB
$123M
$29.1K ﹤0.01%
2,566
+644
DXYZ
5809
Destiny Tech100
DXYZ
$313M
$28.8K ﹤0.01%
1,350
BINI
5810
DELISTED
Bollinger Innovations
BINI
$28.7K ﹤0.01%
+9,549
ZJUL
5811
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$146M
$28.7K ﹤0.01%
+1,000
QMCO icon
5812
Quantum Corp
QMCO
$103M
$28.7K ﹤0.01%
2,896
+2,234
CORZZ icon
5813
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.34B
$28.7K ﹤0.01%
1,599
PSIL icon
5814
AdvisorShares Psychedelics ETF
PSIL
$18.5M
$28.7K ﹤0.01%
1,510
AQMS icon
5815
Aqua Metals
AQMS
$22.7M
$28.7K ﹤0.01%
4,477
+4,430
JAJL
5816
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$241M
$28.6K ﹤0.01%
+1,000
AJUL
5817
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$60.5M
$28.6K ﹤0.01%
+1,000
BHM icon
5818
Bluerock Homes Trust
BHM
$38.5M
$28.6K ﹤0.01%
2,388
-138
SDHC icon
5819
Smith Douglas Homes
SDHC
$175M
$28.5K ﹤0.01%
1,615
+86
SHFS icon
5820
SHF Holdings
SHFS
$4.41M
$28K ﹤0.01%
3,906
+3,889
RPT
5821
Rithm Property Trust
RPT
$119M
$27.8K ﹤0.01%
11,042
-2,541
CALC icon
5822
CalciMedica
CALC
$59.1M
$27.8K ﹤0.01%
9,032
-8
TACT icon
5823
Transact Technologies
TACT
$46.2M
$27.8K ﹤0.01%
5,123
-80
LRGE icon
5824
ClearBridge Large Cap Growth Select ETF
LRGE
$429M
$27.8K ﹤0.01%
333
+38
IKT icon
5825
Inhibikase Therapeutics
IKT
$116M
$27.7K ﹤0.01%
17,102
-2,114