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
MXE
6251
Mexico Equity and Income Fund
MXE
$52.1M
$1.19K ﹤0.01%
100
MLACR
6252
Mountain Lake Acquisition Corp Right
MLACR
$1.18K ﹤0.01%
+7,842
BZFD icon
6253
BuzzFeed
BZFD
$33.9M
$1.17K ﹤0.01%
689
-177
BRFH icon
6254
Barfresh Food Group
BRFH
$53.7M
$1.17K ﹤0.01%
336
-92
SER icon
6255
Serina Therapeutics
SER
$41.7M
$1.15K ﹤0.01%
215
+186
STHO icon
6256
Star Holdings Shares of Beneficial Interest
STHO
$100M
$1.15K ﹤0.01%
140
-1,317
RMCF icon
6257
Rocky Mountain Chocolate Factory
RMCF
$13.2M
$1.15K ﹤0.01%
720
-8
DTIL icon
6258
Precision BioSciences
DTIL
$123M
$1.14K ﹤0.01%
206
+42
FKWL icon
6259
Franklin Wireless
FKWL
$53.4M
$1.13K ﹤0.01%
259
-83
TLSA icon
6260
Tiziana Life Sciences
TLSA
$213M
$1.12K ﹤0.01%
518
GXPS
6261
Global X PureCap MSCI Consumer Staples ETF
GXPS
$27.5M
$1.1K ﹤0.01%
+45
TBIL
6262
US Treasury 3 Month Bill ETF
TBIL
$6.3B
$1.1K ﹤0.01%
+22
FEMY icon
6263
Femasys
FEMY
$57.9M
$1.08K ﹤0.01%
3,068
-752
ECF
6264
Ellsworth Growth & Income Fund
ECF
$157M
$1.08K ﹤0.01%
93
-1,500
SUIG
6265
Sui Group Holdings
SUIG
$173M
$1.08K ﹤0.01%
279
+228
DDI
6266
DoubleDown Interactive
DDI
$463M
$1.07K ﹤0.01%
115
-159
PRT
6267
PermRock Royalty Trust Unit
PRT
$47.8M
$1.07K ﹤0.01%
269
PDSB icon
6268
PDS Biotechnology
PDSB
$44.5M
$1.05K ﹤0.01%
1,037
+389
ATNM icon
6269
Actinium Pharmaceuticals
ATNM
$45.2M
$1.04K ﹤0.01%
648
-25,274
CLIR icon
6270
ClearSign Technologies
CLIR
$39.4M
$1.04K ﹤0.01%
1,344
-119
OST icon
6271
Ostin Technology Group
OST
$1.02K ﹤0.01%
+605
ICCM icon
6272
IceCure Medical
ICCM
$48.3M
$1.02K ﹤0.01%
1,006
+144
MRKR icon
6273
Marker Therapeutics
MRKR
$20.3M
$1K ﹤0.01%
1,123
+9
QTJL icon
6274
Innovator Growth Accelerated Plus ETF July
QTJL
$24.2M
$992 ﹤0.01%
+26
DLNG icon
6275
Dynagas LNG Partners
DLNG
$135M
$983 ﹤0.01%
280
+4