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
SAMT icon
7126
Strategas Macro Thematic Opportunities ETF
SAMT
$322M
-1,175
SANW
7127
DELISTED
S&W Seed Co
SANW
-11
SATO icon
7128
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$10.4M
-50
SATX
7129
DELISTED
SatixFy Communications
SATX
-1
SDHY
7130
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
-2,938
SDS icon
7131
ProShares UltraShort S&P500
SDS
$362M
-54
SFYX icon
7132
SoFi Next 500 ETF
SFYX
$25.6M
-2,450
SGMA
7133
DELISTED
Sigmatron International
SGMA
-49
SH icon
7134
ProShares Short S&P500
SH
$1.19B
0
SHYF
7135
DELISTED
The Shyft Group
SHYF
-56,816
SIXA icon
7136
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$403M
-4,884
SKX
7137
DELISTED
Skechers
SKX
-819,621
SMDD icon
7138
ProShares UltraPro Short MidCap400
SMDD
$2.31M
0
SMOG icon
7139
VanEck Low Carbon Energy ETF
SMOG
$131M
-32
SPTE icon
7140
SP Funds S&P Global Technology ETF
SPTE
$82.3M
-1,615
SPTN
7141
DELISTED
SpartanNash
SPTN
-52,902
SPXS icon
7142
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$404M
-5
SQQQ icon
7143
ProShares UltraPro Short QQQ
SQQQ
$2.54B
-16
SRV
7144
NXG Cushing Midstream Energy Fund
SRV
$186M
-87
VXRT
7145
DELISTED
Vaxart
VXRT
-21,776
VXX icon
7146
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$244M
0
WBA
7147
DELISTED
Walgreens Boots Alliance
WBA
-1,665,464
WHLR
7148
Wheeler Real Estate Investment Trust
WHLR
$2.69M
-2,636
WINT
7149
DELISTED
Windtree Therapeutics
WINT
-103
WLGS
7150
DELISTED
Wang & Lee Group
WLGS
-100