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
WXM
6076
WF International Ltd
WXM
$4.69M
$6.19K ﹤0.01%
+1,805
HRTS icon
6077
Tema ETF Trust Tema Heart & Health ETF
HRTS
$53.1M
$6.19K ﹤0.01%
200
SNSE icon
6078
Sensei Biotherapeutics
SNSE
$10.7M
$5.96K ﹤0.01%
631
+48
TMFX icon
6079
Motley Fool Next Index ETF
TMFX
$33M
$5.95K ﹤0.01%
+275
ARAI
6080
Arrive AI Inc
ARAI
$131M
$5.93K ﹤0.01%
1,628
+1,585
BIOX icon
6081
Bioceres Crop Solutions
BIOX
$102M
$5.78K ﹤0.01%
4,096
-11,960
WVVI icon
6082
Willamette Valley Vineyards
WVVI
$13.4M
$5.73K ﹤0.01%
1,604
-36
CMCT
6083
Creative Media & Community Trust
CMCT
$2.6M
$5.64K ﹤0.01%
905
-27
YSXT
6084
YSX Tech Co Ltd
YSXT
$49.5M
$5.57K ﹤0.01%
+2,046
JPRE icon
6085
JPMorgan Realty Income ETF
JPRE
$481M
$5.51K ﹤0.01%
115
-787
QQQH
6086
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$350M
$5.44K ﹤0.01%
+100
JGRW
6087
Jensen Quality Growth ETF
JGRW
$107M
$5.35K ﹤0.01%
196
-1,036
HDL
6088
Super Hi International Holding
HDL
$1.05B
$5.35K ﹤0.01%
297
WKSP icon
6089
Worksport
WKSP
$20.1M
$5.34K ﹤0.01%
1,538
+1,486
BBAI.WS icon
6090
BigBear.ai Holdings Warrant
BBAI.WS
$517M
$5.3K ﹤0.01%
2,500
-40,000
IPWR icon
6091
Ideal Power
IPWR
$33.4M
$5.24K ﹤0.01%
1,043
-65
CBON icon
6092
VanEck China Bond ETF
CBON
$18.1M
$5.21K ﹤0.01%
233
+18
HUSA icon
6093
Houston American Energy
HUSA
$83.1M
$5.21K ﹤0.01%
836
+806
MIND icon
6094
MIND Technology
MIND
$70.8M
$5.2K ﹤0.01%
643
+558
GDHG icon
6095
Golden Heaven Group Holdings
GDHG
$10.3M
$5.15K ﹤0.01%
+687
PFX icon
6096
PhenixFIN
PFX
$85M
$5.14K ﹤0.01%
108
-100
AP icon
6097
Ampco-Pittsburgh
AP
$54.7M
$5.07K ﹤0.01%
2,212
-139
FDT icon
6098
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$708M
$5.05K ﹤0.01%
67
-17
ASRT icon
6099
Assertio
ASRT
$69.6M
$5.01K ﹤0.01%
5,694
+4,487
SNT
6100
Senstar Technologies
SNT
$83.5M
$4.99K ﹤0.01%
+1,000