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
BEEP icon
5926
Mobile Infrastructure Corp
BEEP
$126M
$17K ﹤0.01%
4,820
-31
CCEF icon
5927
Calamos CEF Income & Arbitrage ETF
CCEF
$23.1M
$16.9K ﹤0.01%
+580
ACET icon
5928
Adicet Bio
ACET
$92.1M
$16.7K ﹤0.01%
20,607
-28
SERA icon
5929
Sera Prognostics
SERA
$128M
$16.7K ﹤0.01%
5,444
+1,577
BBU
5930
Brookfield Business Partners
BBU
$2.98B
$16.5K ﹤0.01%
507
-701
AEC
5931
Anfield Energy
AEC
$105M
$16.5K ﹤0.01%
+1,630
ADVM icon
5932
Adverum Biotechnologies
ADVM
$91.8M
$16.4K ﹤0.01%
3,614
-37,652
CHMI
5933
Cherry Hill Mortgage Investment Corp
CHMI
$86.7M
$16.1K ﹤0.01%
6,751
+6,423
CRT
5934
Cross Timbers Royalty Trust
CRT
$53.1M
$15.8K ﹤0.01%
2,100
-1,496
ONEG
5935
OneConstruction Group
ONEG
$18.1M
$15.8K ﹤0.01%
+1,400
ASYS icon
5936
Amtech Systems
ASYS
$111M
$15.6K ﹤0.01%
1,686
+1,487
UHG icon
5937
United Homes Group
UHG
$63.5M
$15.5K ﹤0.01%
3,751
-2,530
BBOT
5938
BridgeBio Oncology
BBOT
$974M
$15.4K ﹤0.01%
+1,329
GOCO icon
5939
GoHealth
GOCO
$47.2M
$15.3K ﹤0.01%
3,178
-146
OMSE
5940
OMS Energy Technologies
OMSE
$194M
$15.3K ﹤0.01%
+3,600
MERC icon
5941
Mercer International
MERC
$120M
$15.2K ﹤0.01%
5,284
-420,036
PROP icon
5942
Prairie Operating Co
PROP
$108M
$15.2K ﹤0.01%
7,641
-2,171
RSSS icon
5943
Research Solutions
RSSS
$101M
$15K ﹤0.01%
4,023
+3,481
DUOT icon
5944
Duos Technologies
DUOT
$200M
$14.9K ﹤0.01%
2,028
+1,940
JPEF icon
5945
JPMorgan Equity Focus ETF
JPEF
$1.61B
$14.8K ﹤0.01%
+200
OSS icon
5946
One Stop Systems
OSS
$146M
$14.7K ﹤0.01%
2,747
-2,270
ATLN
5947
Atlantic International
ATLN
$122M
$14.7K ﹤0.01%
4,815
+620
IMMP
5948
Immutep
IMMP
$278M
$14.7K ﹤0.01%
8,381
-506
IOR
5949
Income Opportunity Realty Investors
IOR
$14.6K ﹤0.01%
823
BNGO icon
5950
Bionano Genomics
BNGO
$18.4M
$14.5K ﹤0.01%
8,507
+98