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
FRNW icon
5951
Fidelity Clean Energy ETF
FRNW
$36.6M
$14.5K ﹤0.01%
748
+145
CMDT icon
5952
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$588M
$14.5K ﹤0.01%
+528
AZ icon
5953
A2Z Smart Technologies
AZ
$292M
$14.5K ﹤0.01%
+1,810
EXOD
5954
Exodus Movement Inc
EXOD
$521M
$14.4K ﹤0.01%
520
-431
PRTS icon
5955
CarParts.com
PRTS
$34M
$14.2K ﹤0.01%
20,036
-1,148
SAFX
5956
XCF Global Inc
SAFX
$111M
$14.2K ﹤0.01%
10,825
+10,200
GENVR
5957
Gen Digital Inc Contingent Value Rights
GENVR
$14.1K ﹤0.01%
1,913
-31
HGTY icon
5958
Hagerty
HGTY
$1.35B
$13.7K ﹤0.01%
1,140
-7,431
BYSI icon
5959
BeyondSpring
BYSI
$84.3M
$13.7K ﹤0.01%
7,544
-227
AGM.A icon
5960
Federal Agricultural Mortgage Class A
AGM.A
$1.42B
$13.6K ﹤0.01%
110
+99
RDNW
5961
RideNow Group
RDNW
$193M
$13.5K ﹤0.01%
3,060
+2,196
COPP icon
5962
Sprott Copper Miners ETF
COPP
$58.9M
$13.3K ﹤0.01%
+470
BTA icon
5963
BlackRock Long-Term Municipal Advantage Trust
BTA
$127M
$13.2K ﹤0.01%
1,383
FTLS icon
5964
First Trust Long/Short Equity ETF
FTLS
$2.12B
$13.2K ﹤0.01%
189
-10,305
CGDG icon
5965
Capital Group Dividend Growers ETF
CGDG
$3.76B
$13K ﹤0.01%
+374
SIEB icon
5966
Siebert Financial
SIEB
$125M
$12.9K ﹤0.01%
4,430
-415
ICCC icon
5967
ImmuCell
ICCC
$43.4M
$12.8K ﹤0.01%
2,040
-55
PRLD icon
5968
Prelude Therapeutics
PRLD
$105M
$12.7K ﹤0.01%
8,848
-2,445
CHAT icon
5969
Roundhill Generative AI & Technology ETF
CHAT
$1.01B
$12.7K ﹤0.01%
206
VFF icon
5970
Village Farms International
VFF
$462M
$12.6K ﹤0.01%
4,034
+134
JOB icon
5971
GEE Group
JOB
$19.9M
$12.6K ﹤0.01%
61,203
-1,663
VHC icon
5972
VirnetX Holding Corp
VHC
$102M
$12.5K ﹤0.01%
693
+658
BRAG
5973
Bragg Gaming Group
BRAG
$54.7M
$12.5K ﹤0.01%
+4,100
PEPG icon
5974
PepGen
PEPG
$419M
$12.4K ﹤0.01%
2,685
-7,651
PIM
5975
Putnam Master Intermediate Income Trust
PIM
$160M
$12.2K ﹤0.01%
3,554
+12