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
GEG icon
6151
Great Elm Group
GEG
$85.9M
$2.53K ﹤0.01%
1,221
-338
WBX icon
6152
Wallbox
WBX
$56.6M
$2.52K ﹤0.01%
397
-8
FBDC
6153
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$41.6M
$2.48K ﹤0.01%
+119
TNA icon
6154
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.97B
$2.48K ﹤0.01%
74
BPT
6155
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$2.46K ﹤0.01%
4,901
+40
GOLY icon
6156
Strategy Shares Gold-Hedged Bond ETF
GOLY
$135M
$2.44K ﹤0.01%
+83
DRTS icon
6157
Alpha Tau Medical
DRTS
$332M
$2.43K ﹤0.01%
780
LVWR.WS icon
6158
LiveWire Group Warrants
LVWR.WS
$13.2M
$2.43K ﹤0.01%
47,700
RGS icon
6159
Regis Corp
RGS
$66.9M
$2.43K ﹤0.01%
109
+3
VYNE icon
6160
VYNE Therapeutics
VYNE
$12.8M
$2.42K ﹤0.01%
1,469
-15,694
DRN icon
6161
Direxion Daily Real Estate Bull 3X Shares
DRN
$57M
$2.41K ﹤0.01%
252
GP
6162
GreenPower Motor Co
GP
$2.79M
$2.4K ﹤0.01%
600
ZSPC
6163
zSpace Inc
ZSPC
$11.3M
$2.38K ﹤0.01%
730
-209
AADR icon
6164
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.8M
$2.37K ﹤0.01%
30
+4
FGEN icon
6165
FibroGen
FGEN
$34.6M
$2.35K ﹤0.01%
443
+3
JFIN
6166
Jiayin Group
JFIN
$395M
$2.32K ﹤0.01%
145
-26
AKYA
6167
DELISTED
Akoya BioSciences
AKYA
$2.3K ﹤0.01%
1,771
-16,673
CIG.C icon
6168
CEMIG Ordinary Shares
CIG.C
$7.44B
$2.3K ﹤0.01%
833
+16
DGICB
6169
Donegal Group Class B
DGICB
$605M
$2.29K ﹤0.01%
129
+5
VXX icon
6170
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$244M
0
MSSM
6171
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$680M
$2.24K ﹤0.01%
48
FDCF icon
6172
Fidelity Disruptive Communications ETF
FDCF
$102M
$2.22K ﹤0.01%
+50
VRCA icon
6173
Verrica Pharmaceuticals
VRCA
$48.6M
$2.2K ﹤0.01%
414
-2,121
LCFYW icon
6174
Locafy Ltd Warrant
LCFYW
$2.18K ﹤0.01%
200
IGLD icon
6175
FT Vest Gold Strategy Target Income ETF
IGLD
$427M
$2.17K ﹤0.01%
+100