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
VINC
7101
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
-15
SCPX
7102
DELISTED
Scorpius Holdings, Inc.
SCPX
-42
CTHR
7103
DELISTED
Charles & Colvard Ltd
CTHR
-20
CMLS
7104
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
-21,111
NURO
7105
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
-18
AWH
7106
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
-63,528
VRPX
7107
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
-5
VCSA
7108
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
-4,915
ML
7109
DELISTED
MoneyLion Inc.
ML
-5,509
SWI
7110
DELISTED
SolarWinds Corporation Common Stock
SWI
-343,817
SVA
7111
DELISTED
Sinovac Biotech, Ltd
SVA
$0 ﹤0.01%
+5,886
SBDS
7112
Solo Brands Inc
SBDS
$13.2M
-767
FOCT icon
7113
FT Vest US Equity Buffer ETF October
FOCT
$1.02B
-7,945
FRTY icon
7114
Alger Mid Cap 40 ETF
FRTY
$122M
-487
FTEL icon
7115
Fitell Corp
FTEL
$1.77M
-89
FTHY
7116
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$520M
-1,030
GAN
7117
DELISTED
GAN Ltd
GAN
-357
GFR icon
7118
Greenfire Resources
GFR
$407M
-7,000
HTOO icon
7119
Fusion Fuel Green
HTOO
$5.72M
0
HTOOW icon
7120
Fusion Fuel Green PLC Warrant
HTOOW
$79.8K
-100
WMPN
7121
DELISTED
William Penn Bancorporation Common Stock
WMPN
-63
BERY
7122
DELISTED
Berry Global Group, Inc.
BERY
-1,433,459
BECN
7123
DELISTED
Beacon Roofing Supply, Inc.
BECN
-644,767
PITAW
7124
DELISTED
Heramba Electric plc Warrants
PITAW
-1
CRUZ
7125
DELISTED
Defiance Hotel, Airline, and Cruise ETF
CRUZ
-747