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
LOTWW
7151
Lotus Technology Inc Warrants
LOTWW
$44.1M
-100
CAAA icon
7152
First Trust AAA CMBS ETF
CAAA
$25.7M
-20,000
SUUN
7153
PowerBank Corp
SUUN
$57.2M
-2
LOGC
7154
DELISTED
ContextLogic
LOGC
-140,762
CNTM
7155
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
-201
LMBO
7156
Direxion Daily Crypto Industry Bull 2X Shares
LMBO
$5.59M
-25,000
CAFX
7157
Congress Intermediate Bond ETF
CAFX
$377M
-5,239
NMB
7158
Simplify National Muni Bond ETF
NMB
$49.5M
-200,000
MSTU
7159
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$433M
0
CNAV
7160
Mohr Company Nav ETF
CNAV
$34.4M
-103
ETU
7161
T-Rex 2X Long Ether Daily Target ETF
ETU
$21M
0
DEVS
7162
DevvStream Corp
DEVS
$5.84M
-281
AMDS
7163
DELISTED
GraniteShares 1x Short AMD Daily ETF
AMDS
-138
AMZU icon
7164
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X Shares
AMZU
$260M
-6,000
APCX
7165
DELISTED
AppTech Payments
APCX
-192
APIE icon
7166
ActivePassive International Equity ETF
APIE
$935M
-2,300
APLMW icon
7167
Apollomics Inc Warrant
APLMW
$1.48M
-200
ASA
7168
ASA Gold and Precious Metals
ASA
$924M
-3,145
AVNM icon
7169
Avantis All International Markets Equity ETF
AVNM
$406M
0
AXDX
7170
DELISTED
Accelerate Diagnostics
AXDX
-2,131
AZUL
7171
DELISTED
Azul
AZUL
-462
BDEC icon
7172
Innovator US Equity Buffer ETF December
BDEC
$186M
-521
BKHY icon
7173
BNY Mellon High Yield Beta ETF
BKHY
$407M
-277
BKSY.WS icon
7174
BlackSky Technology Inc Warrants
BKSY.WS
$5.29M
-22
BLUE
7175
DELISTED
bluebird bio
BLUE
-26,224