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
QBTX
7176
Tradr 2X Long QBTS Daily ETF
QBTX
$68.7M
0
SSII
7177
SS Innovations International
SSII
$1.17B
-1,659
FLYY
7178
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-23,501
HOOY
7179
YieldMax HOOD Option Income Strategy ETF
HOOY
$199M
-2,000
RSF.RT
7180
DELISTED
RiverNorth Capital and Income Fund, Inc. Rights (expiring July 07, 2025)
RSF.RT
-790
STCE icon
7181
Schwab Crypto Thematic ETF
STCE
$281M
-12
STR
7182
DELISTED
Sitio Royalties
STR
-863,278
STRM
7183
DELISTED
Streamline Health Solutions
STRM
-37
STRR
7184
DELISTED
Star Equity Holdings
STRR
-20
SVT
7185
DELISTED
Servotronics
SVT
-215
SWTX
7186
DELISTED
SpringWorks Therapeutics
SWTX
-283,416
SY
7187
So-Young International
SY
$286M
-3,100
SYTAW
7188
DELISTED
Siyata Mobile Warrant
SYTAW
-98
TAIL icon
7189
Cambria Tail Risk ETF
TAIL
$127M
-100
TGI
7190
DELISTED
Triumph Group
TGI
-243,931
THRD
7191
DELISTED
Third Harmonic Bio
THRD
-34,230
THTX
7192
DELISTED
Theratechnologies
THTX
-27,587
TMF icon
7193
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.52B
-1
TPIC
7194
DELISTED
TPI Composites
TPIC
-308,108
TRVG
7195
trivago
TRVG
$197M
-11,417
TSBX
7196
DELISTED
Turnstone Biologics
TSBX
-150
TURN
7197
DELISTED
180 Degree Capital
TURN
-8,000
TUSI icon
7198
Touchstone Ultra Short Income ETF
TUSI
$278M
-200
UBX
7199
DELISTED
Unity Biotechnology
UBX
-160
URE icon
7200
ProShares Ultra Real Estate
URE
$55.1M
-166