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
METV icon
5951
Roundhill Ball Metaverse ETF
METV
$285M
$10.9K ﹤0.01%
+638
CTMX icon
5952
CytomX Therapeutics
CTMX
$703M
$10.8K ﹤0.01%
4,771
-459,083
XPP icon
5953
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$18.2M
$10.7K ﹤0.01%
428
-385
SERA icon
5954
Sera Prognostics
SERA
$131M
$10.7K ﹤0.01%
3,867
-14,508
PRPH icon
5955
ProPhase Labs
PRPH
$7.47M
$10.6K ﹤0.01%
27,189
+134
BEEM icon
5956
Beam Global
BEEM
$32M
$10.5K ﹤0.01%
7,225
+30
PFX icon
5957
PhenixFIN
PFX
$85.7M
$10.5K ﹤0.01%
208
-100
RFMZ
5958
RiverNorth Flexible Municipal Income Fund II
RFMZ
$310M
$10.5K ﹤0.01%
+832
URE icon
5959
ProShares Ultra Real Estate
URE
$55.1M
$10.5K ﹤0.01%
166
WILC icon
5960
G. Willi-Food International
WILC
$343M
$10.4K ﹤0.01%
554
+546
ZURA icon
5961
Zura Bio
ZURA
$244M
$10.4K ﹤0.01%
9,948
-18,846
AREB icon
5962
American Rebel
AREB
$6.75M
$10.1K ﹤0.01%
+403
RILA
5963
Indexperts Gorilla Aggressive Growth ETF
RILA
$41.2M
$10.1K ﹤0.01%
+901
SVT
5964
DELISTED
Servotronics
SVT
$10.1K ﹤0.01%
215
+203
CHAT icon
5965
Roundhill Generative AI & Technology ETF
CHAT
$991M
$10K ﹤0.01%
206
+20
IGMS
5966
DELISTED
IGM Biosciences
IGMS
$9.98K ﹤0.01%
8,910
-2,383
MIDE icon
5967
Xtrackers S&P MidCap 400 ESG ETF
MIDE
$3.6M
$9.91K ﹤0.01%
324
-1,776
VXRT
5968
DELISTED
Vaxart
VXRT
$9.84K ﹤0.01%
21,776
-99,865
SSII
5969
SS Innovations International
SSII
$1.17B
$9.77K ﹤0.01%
+1,659
SLND.WS icon
5970
Southland Holdings Warrants
SLND.WS
$6.32M
$9.75K ﹤0.01%
50,000
HYZD icon
5971
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$197M
$9.74K ﹤0.01%
+435
MSLC
5972
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.46B
$9.7K ﹤0.01%
190
ELTX icon
5973
Elicio Therapeutics
ELTX
$154M
$9.65K ﹤0.01%
1,250
+45
SY
5974
So-Young International
SY
$286M
$9.61K ﹤0.01%
3,100
IVOL icon
5975
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
$9.54K ﹤0.01%
488
-5,681,327