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
PLTY
7101
YieldMax PLTR Option Income Strategy ETF
PLTY
$565M
-1,500
AVS
7102
Direxion Daily AVGO Bear 1X Shares
AVS
$9.46M
-25,005
MUD
7103
Direxion Daily MU Bear 1X Shares
MUD
$29.2M
-25,000
BAI
7104
iShares A.I. Innovation and Tech Active ETF
BAI
$8.29B
-41
SNRE
7105
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-47,035
VCRM
7106
Vanguard Core Tax-Exempt Bond ETF
VCRM
$699M
-2,250
MFSI
7107
MFS Active International ETF
MFSI
$731M
-9,409
MFSG
7108
MFS Active Growth ETF
MFSG
$180M
-1,995
MSLC
7109
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.58B
-190
MSSM
7110
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$722M
-48
MARO
7111
YieldMax MARA Option Income Strategy ETF
MARO
$51.7M
-5,000
RFIX
7112
Simplify Bond Bull ETF
RFIX
$89.8M
-104
PRCS
7113
Parnassus Core Select ETF
PRCS
$100M
-500
BRIF
7114
FIS Bright Portfolios Focused Equity ETF
BRIF
$106M
-7
RILA
7115
Indexperts Gorilla Aggressive Growth ETF
RILA
$43M
-901
ZYBT
7116
Zhengye Biotechnology
ZYBT
$54.5M
-73
CVNY
7117
YieldMax CVNA Option Income Strategy ETF
CVNY
$64.5M
-1,000
AMDD
7118
Direxion Daily AMD Bear 1X Shares
AMDD
$9.65M
-25,232
TCPB
7119
Thrivent Core Plus Bond ETF
TCPB
$345M
-486
XAGE
7120
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
-6
PALU
7121
Direxion Daily PANW Bull 2X Shares
PALU
$8.9M
-25,000
HEQQ
7122
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$32.6M
-100,000
ELFY
7123
ALPS Electrification Infrastructure ETF
ELFY
$113M
-135
APPX
7124
Tradr 2X Long APP Daily ETF
APPX
$64.4M
0
BOEU
7125
Direxion Daily BA Bull 2X Shares
BOEU
$33.2M
-25,000