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
SAR icon
5876
Saratoga Investment
SAR
$371M
$17.4K ﹤0.01%
700
DEFT
5877
Defi Technologies
DEFT
$444M
$17.3K ﹤0.01%
+5,900
BTC
5878
Grayscale Bitcoin Mini Trust ETF
BTC
$3.81B
$17.2K ﹤0.01%
361
-20
GLO
5879
Clough Global Opportunities Fund
GLO
$241M
$17K ﹤0.01%
3,130
+531
IMOM icon
5880
Alpha Architect International Quantitative Momentum ETF
IMOM
$114M
$17K ﹤0.01%
+500
NVX
5881
NOVONIX
NVX
$225M
$16.9K ﹤0.01%
16,772
+3
LNAI
5882
Lunai Bioworks
LNAI
$25.3M
$16.9K ﹤0.01%
5,856
+519
BLNK icon
5883
Blink Charging
BLNK
$146M
$16.8K ﹤0.01%
17,865
-119,266
CSAI
5884
Cloudastructure
CSAI
$20.8M
$16.6K ﹤0.01%
7,516
+7,266
CRAK icon
5885
VanEck Oil Refiners ETF
CRAK
$39.4M
$16.4K ﹤0.01%
500
SPRO icon
5886
Spero Therapeutics
SPRO
$132M
$16.3K ﹤0.01%
5,633
+68
ECF
5887
Ellsworth Growth & Income Fund
ECF
$156M
$16.3K ﹤0.01%
1,593
+1,538
VERI icon
5888
Veritone
VERI
$387M
$16.2K ﹤0.01%
12,845
+117
RANI icon
5889
Rani Therapeutics
RANI
$157M
$16K ﹤0.01%
31,165
-15,475
FFLG icon
5890
Fidelity Fundamental Large Cap Growth ETF
FFLG
$513M
$15.9K ﹤0.01%
599
-20,065
IIGD icon
5891
Invesco Investment Grade Defensive ETF
IIGD
$31.1M
$15.8K ﹤0.01%
641
-436
TVGN icon
5892
Tevogen Bio Holdings
TVGN
$87.2M
$15.8K ﹤0.01%
12,645
+2,284
PRTS icon
5893
CarParts.com
PRTS
$34M
$15.7K ﹤0.01%
21,184
-3,006
NXXT
5894
NextNRG Inc
NXXT
$151M
$15.6K ﹤0.01%
5,642
-12,746
GENVR
5895
Gen Digital Inc Contingent Value Rights
GENVR
$15.6K ﹤0.01%
+1,944
KTCC icon
5896
Key Tronic
KTCC
$28.5M
$15.2K ﹤0.01%
5,314
+71
USGO icon
5897
US GoldMining
USGO
$125M
$15.1K ﹤0.01%
1,846
+1,826
REE icon
5898
REE Automotive
REE
$21.4M
$14.9K ﹤0.01%
25,000
-72,513
KORP icon
5899
American Century Diversified Corporate Bond ETF
KORP
$647M
$14.9K ﹤0.01%
316
+23
MBOT icon
5900
Microbot Medical
MBOT
$126M
$14.8K ﹤0.01%
5,867
+5,390