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
DJIA icon
7051
Global X Dow 30 Covered Call ETF
DJIA
$139M
-4
DJUN icon
7052
FT Vest US Equity Deep Buffer ETF June
DJUN
$275M
-3,214
DMA
7053
Destra Multi-Alternative Fund
DMA
$78.2M
-1,429
DNB
7054
DELISTED
Dun & Bradstreet
DNB
-1,242,346
DOG icon
7055
ProShares Short Dow30
DOG
$132M
0
CLM icon
7056
Cornerstone Strategic Value Fund
CLM
$2.34B
-3,904
CLOZ icon
7057
Panagram BBB-B CLO ETF
CLOZ
$766M
-9
CNXT icon
7058
VanEck ChiNext ETF
CNXT
$40.7M
-251
CONY icon
7059
YieldMax COIN Option Income Strategy ETF
CONY
$890M
-10,000
CRF
7060
Cornerstone Total Return Fund
CRF
$1.21B
-3,057
CRGX
7061
DELISTED
CARGO Therapeutics
CRGX
-48,907
HERZ
7062
Herzfeld Credit Income Fund
HERZ
$41.1M
-186
DALI icon
7063
First Trust DorseyWright DALI 1 ETF
DALI
$116M
-3,656
DALN
7064
DELISTED
DallasNews
DALN
-63
DESK icon
7065
VanEck Office and Commercial REIT ETF
DESK
$1.95M
0
DIT icon
7066
AMCON Distributing
DIT
-2
DRRX
7067
DELISTED
DURECT Corp
DRRX
-303
DUSB icon
7068
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.59B
-1,145
DUSL icon
7069
Direxion Daily Industrials Bull 3X Shares
DUSL
$35.3M
-40
DUST icon
7070
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$40.4M
-5,103
EBTC
7071
DELISTED
Enterprise Bancorp
EBTC
-5,844
EIPX icon
7072
FT Energy Income Partners Strategy ETF
EIPX
$401M
-29,713
EINC icon
7073
VanEck Energy Income ETF
EINC
$70.6M
-11,411
ELEV
7074
DELISTED
Elevation Oncology
ELEV
-1,479
FNGO icon
7075
MicroSectors FANG+ Index 2X Leveraged ETNs due 8 Jan 2038
FNGO
$640M
0