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
ACET icon
5926
Adicet Bio
ACET
$91.9M
$12.6K ﹤0.01%
20,635
+94
BALI icon
5927
iShares U.S. Large Cap Premium Income Active ETF
BALI
$620M
$12.6K ﹤0.01%
+418
DMA
5928
Destra Multi-Alternative Fund
DMA
$78.2M
$12.5K ﹤0.01%
+1,429
OTLK icon
5929
Outlook Therapeutics
OTLK
$71.1M
$12.5K ﹤0.01%
7,813
-2,177
JOB icon
5930
GEE Group
JOB
$20.6M
$12.3K ﹤0.01%
62,866
+62,003
JDST icon
5931
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$49.4M
$12.3K ﹤0.01%
1,253
+1,252
OESX icon
5932
Orion Energy Systems
OESX
$49.8M
$12.2K ﹤0.01%
2,033
+5
MHH icon
5933
Mastech Digital
MHH
$87.7M
$12.2K ﹤0.01%
1,698
-71
HRZN icon
5934
Horizon Technology Finance
HRZN
$296M
$11.9K ﹤0.01%
1,653
+476
PIM
5935
Putnam Master Intermediate Income Trust
PIM
$161M
$11.9K ﹤0.01%
3,542
+566
FTCB icon
5936
First Trust Core Investment Grade ETF
FTCB
$1.64B
$11.8K ﹤0.01%
558
+477
FSIG icon
5937
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.41B
$11.6K ﹤0.01%
609
-495
KLXE icon
5938
KLX Energy Services
KLXE
$28.5M
$11.6K ﹤0.01%
6,218
-33
GF
5939
New Germany Fund
GF
$173M
$11.5K ﹤0.01%
967
NRXP icon
5940
NRX Pharmaceuticals
NRXP
$61.3M
$11.5K ﹤0.01%
3,524
+181
RFFC icon
5941
ALPS Active Equity Opportunity ETF
RFFC
$26.5M
$11.5K ﹤0.01%
191
-309
PEPG icon
5942
PepGen
PEPG
$416M
$11.5K ﹤0.01%
10,336
-8,386
STHO icon
5943
Star Holdings Shares of Beneficial Interest
STHO
$97.9M
$11.4K ﹤0.01%
1,457
-5,642
SIF icon
5944
SIFCO Industries
SIF
$39.2M
$11.4K ﹤0.01%
3,044
+11
FITE icon
5945
State Street SPDR S&P Kensho Future Security ETF
FITE
$92.4M
$11.3K ﹤0.01%
149
-11
MJ icon
5946
Amplify Alternative Harvest ETF
MJ
$133M
$11.3K ﹤0.01%
630
+1
ACIU icon
5947
AC Immune
ACIU
$292M
$11.3K ﹤0.01%
5,573
+3,062
XNET
5948
Xunlei
XNET
$425M
$11.3K ﹤0.01%
2,787
+2,749
JHS
5949
John Hancock Income Securities Trust
JHS
$138M
$11.3K ﹤0.01%
+1,000
GIFI icon
5950
Gulf Island Fabrication
GIFI
$190M
$11.2K ﹤0.01%
1,684
-574