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
BIAF icon
6101
bioAffinity Technologies
BIAF
$6.52M
$4.99K ﹤0.01%
1,684
+1,677
PIE icon
6102
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$123M
$4.88K ﹤0.01%
200
PBBK icon
6103
PB Bankshares
PBBK
$51.6M
$4.85K ﹤0.01%
253
-18
HEGD icon
6104
Swan Hedged Equity US Large Cap ETF
HEGD
$596M
$4.81K ﹤0.01%
+193
CVR icon
6105
Chicago Rivet & Machine Co
CVR
$8.7M
$4.81K ﹤0.01%
460
CATO icon
6106
Cato Corp
CATO
$68.8M
$4.75K ﹤0.01%
1,127
-137
CGSM icon
6107
Capital Group Short Duration Municipal Income ETF
CGSM
$907M
$4.72K ﹤0.01%
+179
MIMI
6108
Mint Inc
MIMI
$13M
$4.71K ﹤0.01%
+600
CKX icon
6109
CKX Lands
CKX
$19.4M
$4.67K ﹤0.01%
419
-1
TUYA
6110
Tuya Inc
TUYA
$1.35B
$4.63K ﹤0.01%
1,875
-214,427
NMG
6111
Nouveau Monde Graphite
NMG
$421M
$4.52K ﹤0.01%
1,590
ESBA icon
6112
Empire State Realty Series ES
ESBA
$1.84B
$4.46K ﹤0.01%
600
-34,411
BUYW icon
6113
Main BuyWrite ETF
BUYW
$938M
$4.46K ﹤0.01%
+314
PST icon
6114
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$11.9M
$4.43K ﹤0.01%
+200
EMO.RT
6115
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$4.26K ﹤0.01%
+224,043
CNF
6116
CNFinance Holdings
CNF
$37.7M
$4.08K ﹤0.01%
973
LUXE
6117
LuxExperience B.V.
LUXE
$1.29B
$4.02K ﹤0.01%
473
-115
GHRS icon
6118
GH Research
GHRS
$915M
$3.93K ﹤0.01%
275
+52
ZEO
6119
Zeo Energy
ZEO
$47.7M
$3.92K ﹤0.01%
2,906
+2,756
GWH icon
6120
ESS Tech
GWH
$52M
$3.88K ﹤0.01%
2,553
+31
VOC icon
6121
VOC Energy
VOC
$47.4M
$3.81K ﹤0.01%
1,301
-99
ASPSW
6122
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$17.6M
$3.77K ﹤0.01%
5,385
+100
QID icon
6123
ProShares UltraShort QQQ
QID
$291M
$3.66K ﹤0.01%
170
-35
UNCY icon
6124
Unicycive Therapeutics
UNCY
$135M
$3.61K ﹤0.01%
827
+763
WPRT
6125
Westport Fuel Systems
WPRT
$30.7M
$3.54K ﹤0.01%
1,558