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
NAAS
5851
NaaS Technology Inc
NAAS
$38.8M
$20.5K ﹤0.01%
+6,325
VFMF icon
5852
Vanguard US Multifactor ETF
VFMF
$425M
$20.2K ﹤0.01%
150
RSF
5853
RiverNorth Capital and Income Fund
RSF
$61.5M
$20K ﹤0.01%
+1,377
VGZ icon
5854
Vista Gold
VGZ
$215M
$19.9K ﹤0.01%
20,400
+17,400
MVO
5855
MV Oil Trust
MVO
$12.1M
$19.9K ﹤0.01%
3,450
-501
CBUS icon
5856
Cibus
CBUS
$70.1M
$19.8K ﹤0.01%
14,365
-11,211
HURA
5857
TuHURA Biosciences
HURA
$99.4M
$19.8K ﹤0.01%
8,873
-9,867
QOWZ icon
5858
Invesco NASDAQ Free Cash Flow Achievers ETF
QOWZ
$14.2M
$19.6K ﹤0.01%
+551
AMZA icon
5859
InfraCap MLP ETF
AMZA
$382M
$19.3K ﹤0.01%
+445
ILDR icon
5860
First Trust Innovation Leaders ETF
ILDR
$201M
$19.2K ﹤0.01%
652
TACT icon
5861
Transact Technologies
TACT
$44.7M
$19K ﹤0.01%
5,203
+129
NYAX
5862
Nayax
NYAX
$1.73B
$18.9K ﹤0.01%
375
-2,752
ALGS icon
5863
Aligos Therapeutics
ALGS
$59.4M
$18.8K ﹤0.01%
2,612
-151,891
UP icon
5864
Wheels Up
UP
$477M
$18.5K ﹤0.01%
17,307
-23,979
GOCO icon
5865
GoHealth
GOCO
$47.2M
$18.4K ﹤0.01%
3,324
-507
ISSC icon
5866
Innovative Solutions & Support
ISSC
$166M
$18.3K ﹤0.01%
1,321
-50,173
BYSI icon
5867
BeyondSpring
BYSI
$79.8M
$18.3K ﹤0.01%
7,771
-79
UHG icon
5868
United Homes Group
UHG
$61.2M
$18.2K ﹤0.01%
6,281
-2,476
SLND icon
5869
Southland Holdings
SLND
$181M
$18K ﹤0.01%
4,311
-1,734
MBCC icon
5870
Monarch Blue Chips Core Index ETF
MBCC
$132M
$17.9K ﹤0.01%
490
-4,784
OSS icon
5871
One Stop Systems
OSS
$113M
$17.8K ﹤0.01%
5,017
+4,866
PBM icon
5872
Psyence Biomedical
PBM
$375K
$17.8K ﹤0.01%
+3,340
IVDA icon
5873
Iveda Solutions
IVDA
$5.3M
$17.7K ﹤0.01%
8,738
+3
PWS icon
5874
Pacer WealthShield ETF
PWS
$28.1M
$17.6K ﹤0.01%
579
-23
ZYXI icon
5875
Zynex
ZYXI
$22.4M
$17.4K ﹤0.01%
6,743
-17,634