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
SRTY icon
6001
ProShares UltraPro Short Russell2000
SRTY
$74.8M
$10.6K ﹤0.01%
+225
XFLT
6002
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$351M
$10.6K ﹤0.01%
1,996
-3,970
TLYS icon
6003
Tilly's
TLYS
$42.7M
$10.6K ﹤0.01%
5,135
-782
BAER icon
6004
Bridger Aerospace
BAER
$100M
$10.6K ﹤0.01%
5,716
+5,462
NXXT
6005
NextNRG Inc
NXXT
$148M
$10.2K ﹤0.01%
5,570
-72
VLN icon
6006
Valens Semiconductor
VLN
$161M
$10K ﹤0.01%
5,612
-38,498
RMTI icon
6007
Rockwell Medical
RMTI
$37.8M
$10K ﹤0.01%
8,360
+7,944
LPA
6008
Logistic Properties of the Americas
LPA
$109M
$10K ﹤0.01%
2,151
+279
UP icon
6009
Wheels Up
UP
$565M
$10K ﹤0.01%
5,439
-11,868
RSKD icon
6010
Riskified
RSKD
$752M
$9.9K ﹤0.01%
2,115
-2,128
BNKK
6011
Bonk Inc
BNKK
$28.3M
$9.8K ﹤0.01%
36,584
+10,556
KLMN
6012
Invesco MSCI North America Climate ETF
KLMN
$2.68B
$9.76K ﹤0.01%
357
YRD
6013
Yiren Digital
YRD
$381M
$9.7K ﹤0.01%
1,636
+258
KEQU icon
6014
Kewaunee Scientific
KEQU
$110M
$9.68K ﹤0.01%
227
-208
SLND.WS icon
6015
Southland Holdings Warrants
SLND.WS
$5.4M
$9.6K ﹤0.01%
50,000
BOLD
6016
Boundless Bio
BOLD
$24.8M
$9.52K ﹤0.01%
7,739
-36
MHH icon
6017
Mastech Digital
MHH
$92.2M
$9.33K ﹤0.01%
1,224
-474
XNET
6018
Xunlei
XNET
$431M
$9.17K ﹤0.01%
958
-1,829
ELSE icon
6019
Electro-Sensors
ELSE
$16M
$9.16K ﹤0.01%
1,917
-4
RANI icon
6020
Rani Therapeutics
RANI
$158M
$8.86K ﹤0.01%
17,752
-13,413
TMFM icon
6021
Motley Fool Mid-Cap Growth ETF
TMFM
$150M
$8.81K ﹤0.01%
355
ACB
6022
Aurora Cannabis
ACB
$260M
$8.77K ﹤0.01%
1,471
-149
DVAL icon
6023
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
$119M
$8.72K ﹤0.01%
600
-2,094
KNOP icon
6024
KNOT Offshore Partners
KNOP
$344M
$8.68K ﹤0.01%
984
+384
CPLS icon
6025
AB Core Plus Bond ETF
CPLS
$195M
$8.51K ﹤0.01%
237