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
BAI
6251
iShares A.I. Innovation and Tech Active ETF
BAI
$7.43B
$1.18K ﹤0.01%
+41
SNTI icon
6252
Senti Biosciences
SNTI
$54.7M
$1.18K ﹤0.01%
557
+431
SIDU icon
6253
Sidus Space
SIDU
$24.5M
$1.17K ﹤0.01%
674
+99
ENX
6254
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
$1.16K ﹤0.01%
125
-500
AIRI icon
6255
Air Industries Group
AIRI
$14M
$1.16K ﹤0.01%
345
+7
MURA icon
6256
Mural Oncology
MURA
$36.4M
$1.16K ﹤0.01%
469
+49
SYPR icon
6257
Sypris Solutions
SYPR
$49.3M
$1.15K ﹤0.01%
522
+100
FFGX
6258
Fidelity Fundamental Global ex-U.S. ETF
FFGX
$29.6M
$1.15K ﹤0.01%
+40
PRT
6259
PermRock Royalty Trust Unit
PRT
$47.4M
$1.13K ﹤0.01%
+269
DPRO
6260
Draganfly
DPRO
$191M
$1.1K ﹤0.01%
348
INVZ icon
6261
Innoviz Technologies
INVZ
$253M
$1.1K ﹤0.01%
671
-270
SAFX
6262
XCF Global Inc
SAFX
$110M
$1.1K ﹤0.01%
+625
FNGS icon
6263
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$533M
0
DC.WS icon
6264
Dakota Gold Corp Warrants
DC.WS
$1.08K ﹤0.01%
+636
HUBCW icon
6265
Hub Cyber Security Warrant 2/27/28
HUBCW
$581K
$1.08K ﹤0.01%
44,861
UPXI icon
6266
Upexi
UPXI
$179M
$1.07K ﹤0.01%
358
+352
CBAT icon
6267
CBAK Energy Technology
CBAT
$79.2M
$1.06K ﹤0.01%
900
SND icon
6268
Smart Sand
SND
$115M
$1.05K ﹤0.01%
523
+63
SUPX
6269
SuperX AI Technology Ltd
SUPX
$692M
$1.05K ﹤0.01%
+104
ICAD
6270
DELISTED
iCAD Inc
ICAD
$1.05K ﹤0.01%
275
+62
MXE
6271
Mexico Equity and Income Fund
MXE
$51.7M
$1.05K ﹤0.01%
100
RMCF icon
6272
Rocky Mountain Chocolate Factory
RMCF
$13.4M
$1.03K ﹤0.01%
728
+197
MGYR icon
6273
Magyar Bancorp
MGYR
$110M
$1.02K ﹤0.01%
61
+5
FNGR icon
6274
FingerMotion
FNGR
$83.3M
$1.01K ﹤0.01%
500
LINK icon
6275
Interlink Electronics
LINK
$66.6M
$1.01K ﹤0.01%
201
+160