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
ONFOW icon
7151
Onfolio Holdings Warrant
ONFOW
$626K
-33,300
SVRN
7152
OceanPal Inc
SVRN
$43.6M
-1
OPTN
7153
DELISTED
OptiNose
OPTN
-202
OPTXW icon
7154
Syntec Optics Holdings Warrant
OPTXW
$7.76M
-100
ORGNW icon
7155
Origin Materials Inc Warrants
ORGNW
$542K
-51
PETWW
7156
DELISTED
Wag! Group Co Warrant
PETWW
-294
PFIX icon
7157
Simplify Interest Rate Hedge ETF
PFIX
$146M
0
PHGE icon
7158
BiomX
PHGE
$3.48M
0
PHX
7159
DELISTED
PHX Minerals
PHX
-29,791
PLYA
7160
DELISTED
Playa Hotels & Resorts
PLYA
-2,884,315
PRZO icon
7161
ParaZero Technologies
PRZO
$28.3M
-456
PSC icon
7162
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.61B
-100
PTN
7163
Palatin Technologies
PTN
$26.4M
-222
PTPI
7164
DELISTED
Petros Pharmaceuticals
PTPI
-3
PYPY icon
7165
YieldMax PYPL Option Income Strategy ETF
PYPY
$34.5M
-534
QMAR icon
7166
FT Vest Growth-100 Buffer ETF March
QMAR
$463M
-648
QQH icon
7167
HCM Defender 100 Index ETF
QQH
$695M
0
RAVI icon
7168
FlexShares Ultra-Short Income Fund
RAVI
$1.38B
-700
RGLS
7169
DELISTED
Regulus Therapeutics
RGLS
-29,937
RIGS icon
7170
RiverFront Strategic Income Fund
RIGS
$74.9M
-1,751
RINC
7171
DELISTED
AXS Real Estate Income ETF
RINC
0
RISR icon
7172
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$185M
-182
RNRG icon
7173
Global X Renewable Energy Producers ETF
RNRG
$26.3M
-7,384
SBI
7174
Western Asset Intermediate Muni Fund
SBI
$110M
-500
SEIX icon
7175
Virtus SEIX Senior Loan ETF
SEIX
$269M
-512