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
BRAG
7176
Bragg Gaming Group
BRAG
$55.5M
-21,300
BROG
7177
DELISTED
Brooge Energy
BROG
-1
BTOP icon
7178
Bitwise Bitcoin and Ether Equal Weight Strategy ETF
BTOP
$7.93M
0
BUYZ icon
7179
Franklin Disruptive Commerce ETF
BUYZ
$7.71M
0
BWAY
7180
Brainsway
BWAY
$301M
-23
FUMB icon
7181
First Trust Ultra Short Duration Municipal ETF
FUMB
$218M
-7,121
JMM icon
7182
Nuveen Multi-Market Income Fund
JMM
$58.1M
-1,250
JWN
7183
DELISTED
Nordstrom
JWN
-1,341,734
KEMQ icon
7184
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$43.5M
-68
KMLM icon
7185
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$175M
-7,057
KNCT icon
7186
Invesco Next Gen Connectivity ETF
KNCT
$38M
-217
KRON
7187
DELISTED
Kronos Bio
KRON
-368
LGMK
7188
DELISTED
LogicMark
LGMK
-16
LIDRW icon
7189
AEye Inc Warrant
LIDRW
$1.8M
-485
LIPO
7190
DELISTED
Lipella Pharmaceuticals
LIPO
-7
LSEA
7191
DELISTED
Landsea Homes
LSEA
-69,639
MLECW icon
7192
Moolec Science SA Warrant
MLECW
$117K
-250
MRIN
7193
DELISTED
Marin Software
MRIN
-24
MYY icon
7194
ProShares Short MidCap400
MYY
$3.9M
0
NANC icon
7195
Unusual Whales Subversive Democratic Trading ETF
NANC
$263M
-4
PETWW
7196
DELISTED
Wag! Group Co Warrant
PETWW
-294
PFIX icon
7197
Simplify Interest Rate Hedge ETF
PFIX
$146M
0
PHGE icon
7198
BiomX
PHGE
$168M
$0 ﹤0.01%
1
PHX
7199
DELISTED
PHX Minerals
PHX
-29,791
PLYA
7200
DELISTED
Playa Hotels & Resorts
PLYA
-2,884,315