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
FONR icon
6276
Fonar
FONR
$89.4M
$1K ﹤0.01%
67
-9
AFBI icon
6277
Affinity Bancshares
AFBI
$118M
$993 ﹤0.01%
54
+11
VOR icon
6278
Vor Biopharma
VOR
$151M
$989 ﹤0.01%
31
+3
METD
6279
Direxion Daily META Bear 1X Shares
METD
$4.96M
$981 ﹤0.01%
+67
BIRD icon
6280
Allbirds
BIRD
$41.3M
$978 ﹤0.01%
92
+3
DLNG icon
6281
Dynagas LNG Partners
DLNG
$137M
$972 ﹤0.01%
276
+4
PCF
6282
High Income Securities Fund
PCF
$115M
$972 ﹤0.01%
153
+9
AHT
6283
Ashford Hospitality Trust
AHT
$20.5M
$970 ﹤0.01%
161
+2
NEOV icon
6284
NeoVolta
NEOV
$126M
$967 ﹤0.01%
293
+50
SATO icon
6285
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$10.4M
$948 ﹤0.01%
+50
CAMP icon
6286
CAMP4 Therapeutics
CAMP
$158M
$946 ﹤0.01%
652
-2,612
PRE icon
6287
Prenetics Global
PRE
$258M
$945 ﹤0.01%
111
ASMB icon
6288
Assembly Biosciences
ASMB
$592M
$942 ﹤0.01%
52
+13
FTCI icon
6289
FTC Solar
FTCI
$137M
$938 ﹤0.01%
207
+8
RGT
6290
Royce Global Value Trust
RGT
$81M
$938 ﹤0.01%
78
CULP icon
6291
Culp
CULP
$51.2M
$936 ﹤0.01%
238
+60
BATT icon
6292
Amplify Lithium & Battery Technology ETF
BATT
$87.7M
$934 ﹤0.01%
100
RDZN icon
6293
Roadzen
RDZN
$134M
$927 ﹤0.01%
946
-18,075
IRS.WS
6294
IRSA Inversiones y Representaciones S.A. Warrants
IRS.WS
$923 ﹤0.01%
689
BDL icon
6295
Flanigan's Enterprises
BDL
$60.9M
$903 ﹤0.01%
26
+21
CDT icon
6296
CDT Equity Inc
CDT
$3M
$900 ﹤0.01%
41
+38
CRD.B icon
6297
Crawford & Co Class B
CRD.B
$521M
$899 ﹤0.01%
86
+12
CHMI
6298
Cherry Hill Mortgage Investment Corp
CHMI
$84.5M
$895 ﹤0.01%
328
+58
NYC
6299
American Strategic Investment Co
NYC
$19.8M
$893 ﹤0.01%
68
-17
SIM icon
6300
Grupo SIMEC
SIM
$4.45B
$891 ﹤0.01%
33
+30