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
SPXT icon
5851
ProShares S&P 500 ex-Technology ETF
SPXT
$239M
$24.9K ﹤0.01%
247
-11,033
MVV icon
5852
ProShares Ultra MidCap400
MVV
$134M
$24.9K ﹤0.01%
360
ILLR
5853
Triller Group Inc
ILLR
$59.9M
$24.9K ﹤0.01%
29,976
-26,611
SOVF icon
5854
Sovereign's Capital Flourish Fund
SOVF
$108M
$24.8K ﹤0.01%
+820
QMOM icon
5855
Alpha Architect US Quantitative Momentum ETF
QMOM
$338M
$24.6K ﹤0.01%
+382
TZOO icon
5856
Travelzoo
TZOO
$77.3M
$24.4K ﹤0.01%
2,478
+330
HAIL icon
5857
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$20.7M
$24.3K ﹤0.01%
682
-1,511
BLNK icon
5858
Blink Charging
BLNK
$147M
$24.2K ﹤0.01%
14,747
-3,118
GLTO icon
5859
Galecto
GLTO
$27.7M
$24.2K ﹤0.01%
6,500
+5,272
BTC
5860
Grayscale Bitcoin Mini Trust ETF
BTC
$3.93B
$24K ﹤0.01%
475
+114
SKIL icon
5861
Skillsoft
SKIL
$91.1M
$23.9K ﹤0.01%
1,839
-184
ARKR icon
5862
Ark Restaurants
ARKR
$25.1M
$23.9K ﹤0.01%
3,352
-19
INFL icon
5863
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
$23.8K ﹤0.01%
532
-1,583
MJ icon
5864
Amplify Alternative Harvest ETF
MJ
$135M
$23.5K ﹤0.01%
630
CBUS icon
5865
Cibus
CBUS
$69.6M
$23.5K ﹤0.01%
18,183
+3,818
ICMB icon
5866
Investcorp Credit Management BDC
ICMB
$42.2M
$23.3K ﹤0.01%
8,383
NTSK
5867
Netskope Inc
NTSK
$6.79B
$22.7K ﹤0.01%
+1,000
SELF
5868
Global Self Storage
SELF
$57.6M
$22.7K ﹤0.01%
4,511
-101
RPTX icon
5869
Repare Therapeutics
RPTX
$95M
$22.6K ﹤0.01%
12,855
+2,345
BMEA icon
5870
Biomea Fusion
BMEA
$75.7M
$22.2K ﹤0.01%
10,989
-29,935
XTKG icon
5871
X3 Holdings Co
XTKG
$193M
$21.8K ﹤0.01%
+13,115
ROE icon
5872
Astoria US Quality Kings ETF
ROE
$172M
$21.7K ﹤0.01%
+628
VFMF icon
5873
Vanguard US Multifactor ETF
VFMF
$428M
$21.6K ﹤0.01%
150
SIF icon
5874
SIFCO Industries
SIF
$38.1M
$21.4K ﹤0.01%
3,041
-3
AVRE icon
5875
Avantis Real Estate ETF
AVRE
$671M
$21.4K ﹤0.01%
+480