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
GASS icon
5901
StealthGas
GASS
$252M
$18.7K ﹤0.01%
+2,849
PWS icon
5902
Pacer WealthShield ETF
PWS
$28.3M
$18.6K ﹤0.01%
579
HVAC
5903
AdvisorShares HVAC and Industrials ETF
HVAC
$4.15M
$18.4K ﹤0.01%
+600
HURA
5904
TuHURA Biosciences
HURA
$107M
$18.4K ﹤0.01%
7,426
-1,447
FFOG icon
5905
Franklin Focused Growth ETF
FFOG
$204M
$18.4K ﹤0.01%
+386
CRAK icon
5906
VanEck Oil Refiners ETF
CRAK
$39.6M
$18.3K ﹤0.01%
500
SLN
5907
Silence Therapeutics
SLN
$323M
$18.3K ﹤0.01%
3,531
-1,564
CLPR
5908
Clipper Realty
CLPR
$59.9M
$18.3K ﹤0.01%
4,816
-5,769
MVO
5909
MV Oil Trust
MVO
$12.4M
$18.3K ﹤0.01%
3,250
-200
GMGI icon
5910
Golden Matrix Group
GMGI
$107M
$18.2K ﹤0.01%
16,146
+1,073
MSPR
5911
MSP Recovery Inc
MSPR
$374K
$18.2K ﹤0.01%
16,123
+16,118
REE icon
5912
REE Automotive
REE
$23.1M
$18.2K ﹤0.01%
25,000
KTCC icon
5913
Key Tronic
KTCC
$29.5M
$17.8K ﹤0.01%
4,997
-317
OESX icon
5914
Orion Energy Systems
OESX
$54.8M
$17.8K ﹤0.01%
2,027
-6
SLSN
5915
Solesence Inc
SLSN
$153M
$17.7K ﹤0.01%
5,511
-517
SCM icon
5916
Stellus Capital Investment Corp
SCM
$354M
$17.6K ﹤0.01%
1,350
+1,100
BTAI icon
5917
BioXcel Therapeutics
BTAI
$45.5M
$17.6K ﹤0.01%
6,881
+5,334
SABA
5918
Saba Capital Income & Opportunities Fund II
SABA
$243M
$17.6K ﹤0.01%
1,930
-18,619
NBP
5919
NovaBridge Biosciences American Depositary Shares
NBP
$445M
$17.5K ﹤0.01%
4,617
+4,051
IGIC icon
5920
International General Insurance
IGIC
$1.04B
$17.4K ﹤0.01%
752
+450
BHR.PRB
5921
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$56.1M
$17.4K ﹤0.01%
1,071
KEN icon
5922
Kenon Holdings
KEN
$3.07B
$17.2K ﹤0.01%
380
-2,803
ACIU icon
5923
AC Immune
ACIU
$295M
$17.1K ﹤0.01%
5,916
+343
SAR icon
5924
Saratoga Investment
SAR
$374M
$17.1K ﹤0.01%
700
SPPP
5925
Sprott Physical Platinum and Palladium Trust
SPPP
$492M
$17K ﹤0.01%
1,250
-800