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
SATX
7151
DELISTED
SatixFy Communications
SATX
-1
SDHY
7152
PGIM Short Duration High Yield Opportunities Fund
SDHY
$411M
-2,938
SDS icon
7153
ProShares UltraShort S&P500
SDS
$349M
-54
SFYX icon
7154
SoFi Next 500 ETF
SFYX
$27.3M
-2,450
SGMA
7155
DELISTED
Sigmatron International
SGMA
-49
SH icon
7156
ProShares Short S&P500
SH
$1.15B
0
SHYF
7157
DELISTED
The Shyft Group
SHYF
-56,816
SIXA icon
7158
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$420M
-4,884
SKX
7159
DELISTED
Skechers
SKX
-819,621
SMDD icon
7160
ProShares UltraPro Short MidCap400
SMDD
$2.05M
0
SMOG icon
7161
VanEck Low Carbon Energy ETF
SMOG
$130M
-32
SPTE icon
7162
SP Funds S&P Global Technology ETF
SPTE
$89M
-1,615
SPTN
7163
DELISTED
SpartanNash
SPTN
-52,902
SPXS icon
7164
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$345M
-5
SQQQ icon
7165
ProShares UltraPro Short QQQ
SQQQ
$2.14B
-16
SRV
7166
NXG Cushing Midstream Energy Fund
SRV
$184M
-87
SSBK
7167
DELISTED
Southern States Bancshares
SSBK
-17,029
SSY
7168
DELISTED
SunLink Health Systems
SSY
-51
STCE icon
7169
Schwab Crypto Thematic ETF
STCE
$279M
-12
STR
7170
DELISTED
Sitio Royalties
STR
-863,278
STRM
7171
DELISTED
Streamline Health Solutions
STRM
-37
STRR
7172
DELISTED
Star Equity Holdings
STRR
-20
SVT
7173
DELISTED
Servotronics
SVT
-215
SWTX
7174
DELISTED
SpringWorks Therapeutics
SWTX
-283,416
SY
7175
So-Young International
SY
$263M
-3,100