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
QMCO icon
6026
Quantum Corp
QMCO
$95.4M
$6.6K ﹤0.01%
662
-74,644
NPFD icon
6027
Nuveen Variable Rate Preferred & Income Fund
NPFD
$469M
$6.59K ﹤0.01%
342
-418
UONEK icon
6028
Urban One Class D
UONEK
$38.1M
$6.58K ﹤0.01%
10,325
+28
CNF
6029
CNFinance Holdings
CNF
$36.4M
$6.33K ﹤0.01%
973
MIDU icon
6030
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$69.7M
$6.31K ﹤0.01%
140
HITI
6031
High Tide
HITI
$225M
$6.21K ﹤0.01%
2,700
+1,300
RILY icon
6032
B. Riley Financial
RILY
$128M
$6.13K ﹤0.01%
2,065
-17,378
ASST icon
6033
Strive Inc
ASST
$905M
$6.13K ﹤0.01%
1,635
+1,599
NAUT icon
6034
Nautilus Biotechnolgy
NAUT
$277M
$6.05K ﹤0.01%
8,363
-21,289
RC.PRC
6035
Ready Capital Corp 6.25% Series C Preferred Stock
RC.PRC
$4.8M
$6.02K ﹤0.01%
418
-48
FCLD icon
6036
Fidelity Cloud Computing ETF
FCLD
$88.2M
$6K ﹤0.01%
+211
AFSM icon
6037
First Trust Active Factor Small Cap ETF
AFSM
$47.5M
$5.95K ﹤0.01%
+199
MRSN icon
6038
Mersana Therapeutics
MRSN
$137M
$5.95K ﹤0.01%
803
-11,772
CAF
6039
Morgan Stanley China A Share Fund
CAF
$267M
$5.92K ﹤0.01%
430
-532
REKR icon
6040
Rekor Systems
REKR
$218M
$5.81K ﹤0.01%
5,005
-63,138
HDL
6041
Super Hi International Holding
HDL
$1.08B
$5.8K ﹤0.01%
297
-1,465
FDT icon
6042
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$697M
$5.78K ﹤0.01%
84
-55,582
HRTS icon
6043
Tema ETF Trust Tema Heart & Health ETF
HRTS
$52.5M
$5.72K ﹤0.01%
200
APLT icon
6044
Applied Therapeutics
APLT
$35.9M
$5.65K ﹤0.01%
18,167
-26,245
CVR icon
6045
Chicago Rivet & Machine Co
CVR
$8.42M
$5.63K ﹤0.01%
460
-6
TOPT
6046
iShares Top 20 U.S. Stocks ETF
TOPT
$438M
$5.59K ﹤0.01%
+205
ALTS
6047
ALT5 Sigma
ALTS
$220M
$5.58K ﹤0.01%
770
+650
CVE.WS icon
6048
Cenovus Energy Inc Warrants
CVE.WS
$36.6M
$5.57K ﹤0.01%
645
CRVO icon
6049
CervoMed
CRVO
$89.1M
$5.53K ﹤0.01%
880
-2,785
SRG
6050
Seritage Growth Properties
SRG
$200M
$5.46K ﹤0.01%
1,772
-184