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
AFCG
5876
AFC Gamma
AFCG
$65.8M
$21.3K ﹤0.01%
5,572
-777
RFIL icon
5877
RF Industries
RFIL
$66.4M
$21.3K ﹤0.01%
2,590
+2,502
CORZW icon
5878
Core Scientific Inc Tranche 1 Warrants
CORZW
$973M
$21.3K ﹤0.01%
1,828
-91
INMB icon
5879
INmune Bio
INMB
$43.9M
$21.1K ﹤0.01%
10,187
-1,986
QQLV
5880
Invesco QQQ Low Volatility ETF
QQLV
$3.91M
$21.1K ﹤0.01%
851
ELUT icon
5881
Elutia
ELUT
$28.7M
$21K ﹤0.01%
23,611
-231
TWN
5882
Taiwan Fund
TWN
$332M
$20.9K ﹤0.01%
386
-1,182
HEAL
5883
Global X Funds Global X HealthTech ETF
HEAL
$51.3M
$20.8K ﹤0.01%
652
-4
QUIK icon
5884
QuickLogic
QUIK
$104M
$20.7K ﹤0.01%
3,423
-1,631
ESP icon
5885
Espey Mfg & Electronics Corp
ESP
$114M
$20.6K ﹤0.01%
520
-712
TLX
5886
Telix Pharmaceuticals
TLX
$3.26B
$20.6K ﹤0.01%
+2,150
GF
5887
New Germany Fund
GF
$174M
$20.4K ﹤0.01%
1,767
+800
BAMG icon
5888
Brookstone Growth Stock ETF
BAMG
$127M
$20.2K ﹤0.01%
+529
ISPR icon
5889
Ispire Technology
ISPR
$140M
$20.1K ﹤0.01%
7,871
-1,296
BEEM icon
5890
Beam Global
BEEM
$34.4M
$20.1K ﹤0.01%
6,990
-235
COOK icon
5891
Traeger
COOK
$112M
$20.1K ﹤0.01%
16,501
+2,166
QOWZ icon
5892
Invesco NASDAQ Free Cash Flow Achievers ETF
QOWZ
$14.2M
$20.1K ﹤0.01%
551
SLND icon
5893
Southland Holdings
SLND
$172M
$19.7K ﹤0.01%
4,603
+292
IIGD icon
5894
Invesco Investment Grade Defensive ETF
IIGD
$31.1M
$19.5K ﹤0.01%
786
+145
SKYX icon
5895
SKYX Platforms
SKYX
$237M
$19.5K ﹤0.01%
17,417
-2,324
GHMS icon
5896
Goose Hollow Multi-Strategy Income ETF
GHMS
$17.1M
$19.4K ﹤0.01%
+730
JFIN
5897
Jiayin Group
JFIN
$384M
$18.9K ﹤0.01%
1,829
+1,684
PLG
5898
Platinum Group Metals
PLG
$242M
$18.8K ﹤0.01%
7,100
+6,299
PNBK icon
5899
Patriot National Bancorp
PNBK
$159M
$18.8K ﹤0.01%
14,456
-13,020,103
ALGS icon
5900
Aligos Therapeutics
ALGS
$60.7M
$18.8K ﹤0.01%
1,914
-698