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
IOR
5901
Income Opportunity Realty Investors
IOR
$72.8M
$14.7K ﹤0.01%
823
+1
BITQ icon
5902
Bitwise Crypto Industry Innovators ETF
BITQ
$382M
$14.6K ﹤0.01%
742
-38
RPTX icon
5903
Repare Therapeutics
RPTX
$91.1M
$14.6K ﹤0.01%
10,510
-3,230
ICCC icon
5904
ImmuCell
ICCC
$42.3M
$14.6K ﹤0.01%
2,095
+8
IMMP
5905
Immutep
IMMP
$266M
$14.6K ﹤0.01%
8,887
+6,667
AIFF
5906
Firefly Neuroscience
AIFF
$21.8M
$14.6K ﹤0.01%
5,148
+5,097
CALC icon
5907
CalciMedica
CALC
$56.9M
$14.5K ﹤0.01%
9,040
+17
NDLS icon
5908
Noodles & Co
NDLS
$33.2M
$14.4K ﹤0.01%
20,157
-777
CASI icon
5909
CASI Pharmaceuticals
CASI
$23.2M
$14.2K ﹤0.01%
12,061
+11,995
BHR.PRB
5910
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$56.5M
$14.1K ﹤0.01%
1,071
FMDE icon
5911
Fidelity Enhanced Mid Cap ETF
FMDE
$4.24B
$14.1K ﹤0.01%
+409
IDX icon
5912
VanEck Indonesia Index ETF
IDX
$37.4M
$13.8K ﹤0.01%
951
-3,392
FPA icon
5913
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$24.5M
$13.8K ﹤0.01%
+385
COCP icon
5914
Cocrystal Pharma
COCP
$13M
$13.6K ﹤0.01%
9,101
+79
OPP
5915
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$192M
$13.4K ﹤0.01%
1,567
-629
GVH icon
5916
Globavend
GVH
$5.77M
$13.2K ﹤0.01%
+573
LZMH
5917
LZ Technology Holdings
LZMH
$455M
$13.1K ﹤0.01%
+790
TMSL icon
5918
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.08B
$13.1K ﹤0.01%
+400
FLYX icon
5919
flyExclusive
FLYX
$77.6M
$13K ﹤0.01%
6,652
-3,351
ARBE icon
5920
Arbe Robotics
ARBE
$153M
$12.9K ﹤0.01%
7,269
+4,908
LPA
5921
Logistic Properties of the Americas
LPA
$109M
$12.8K ﹤0.01%
1,872
-440
PRCS
5922
Parnassus Core Select ETF
PRCS
$75.1M
$12.7K ﹤0.01%
+500
BTA icon
5923
BlackRock Long-Term Municipal Advantage Trust
BTA
$126M
$12.7K ﹤0.01%
1,383
IDN icon
5924
Intellicheck
IDN
$130M
$12.6K ﹤0.01%
2,339
-5,901
LZM.WS icon
5925
Lifezone Metals Ltd Warrants
LZM.WS
$27.7M
$12.6K ﹤0.01%
50,000