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
SRV
6101
NXG Cushing Midstream Energy Fund
SRV
$186M
$3.68K ﹤0.01%
+87
XOS icon
6102
Xos
XOS
$26M
$3.64K ﹤0.01%
1,206
+6
NHS
6103
Neuberger Berman High Yield Strategies Fund
NHS
$221M
$3.61K ﹤0.01%
476
+226
GRWG icon
6104
GrowGeneration
GRWG
$92.8M
$3.56K ﹤0.01%
3,807
-34,483
CATO icon
6105
Cato Corp
CATO
$68.3M
$3.55K ﹤0.01%
1,264
+54
SCWO icon
6106
374Water
SCWO
$45.2M
$3.54K ﹤0.01%
10,939
-19,666
SMOG icon
6107
VanEck Low Carbon Energy ETF
SMOG
$131M
$3.52K ﹤0.01%
32
-459
SCM icon
6108
Stellus Capital Investment Corp
SCM
$347M
$3.48K ﹤0.01%
+250
AMBR
6109
Amber International Holding Ltd
AMBR
$148M
$3.45K ﹤0.01%
313
-150
ENLV icon
6110
Enlivex Therapeutics
ENLV
$23.8M
$3.41K ﹤0.01%
3,044
+2,824
CLGN icon
6111
CollPlant Biotechnologies
CLGN
$28.5M
$3.4K ﹤0.01%
2,500
XTIA icon
6112
XTI Aerospace
XTIA
$45.9M
$3.36K ﹤0.01%
2,059
+2,028
GWH icon
6113
ESS Tech
GWH
$50.6M
$3.35K ﹤0.01%
2,522
-139
SKYE icon
6114
Skye Bioscience
SKYE
$41M
$3.35K ﹤0.01%
801
-10,960
USG icon
6115
USCF Gold Strategy Plus Income Fund
USG
$13.6M
$3.34K ﹤0.01%
+96
QTTB icon
6116
Q32 Bio
QTTB
$25M
$3.27K ﹤0.01%
2,198
-5,094
IDEF
6117
iShares Defense Industrials Active ETF
IDEF
$39.8M
$3.25K ﹤0.01%
+115
HTUS icon
6118
Hull Tactical US ETF
HTUS
$139M
$3.23K ﹤0.01%
+81
TMFC icon
6119
Motley Fool 100 Index ETF
TMFC
$1.85B
$3.23K ﹤0.01%
50
EVGN icon
6120
Evogene
EVGN
$9.59M
$3.16K ﹤0.01%
2,471
+2,387
LNZA icon
6121
LanzaTech
LNZA
$27.8M
$3.12K ﹤0.01%
115
-248
OMEX icon
6122
Odyssey Marine Exploration
OMEX
$98.7M
$3.08K ﹤0.01%
2,608
+68
FTXG icon
6123
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.4M
$3.06K ﹤0.01%
138
CPAC
6124
Cementos Pacasmayo
CPAC
$546M
$3.06K ﹤0.01%
514
+142
KLMT
6125
Invesco MSCI Global Climate 500 ETF
KLMT
$1.38B
$3.05K ﹤0.01%
+107