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
WLGS
7201
DELISTED
Wang & Lee Group
WLGS
-100
XPP icon
7202
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$18M
-428
XRMI icon
7203
Global X S&P 500 Risk Managed Income ETF
XRMI
$43.9M
-2,500
YMAB
7204
DELISTED
Y-mAbs Therapeutics
YMAB
-274,164
ZKH icon
7205
ZKH Group
ZKH
$568M
-100
ZSL icon
7206
ProShares UltraShort Silver
ZSL
$4.02M
-4,310
ZVSA
7207
DELISTED
ZyVersa Therapeutics
ZVSA
-132
GOLY icon
7208
Strategy Shares Gold-Hedged Bond ETF
GOLY
$161M
-83
XXCH
7209
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
0
MSTX
7210
Defiance Daily Target 2x Long MSTR ETF
MSTX
$293M
-1,006
GDXY
7211
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$239M
-5,000
NAKAW
7212
DELISTED
Kindly MD, Inc. Warrants
NAKAW
-100
NJUN
7213
Innovator Growth-100 Power Buffer ETF - June
NJUN
$68.2M
-768
METU
7214
Direxion Daily META Bull 2X Shares
METU
$685M
-5,373
METD
7215
Direxion Daily META Bear 1X Shares
METD
$5.61M
-67
NBCR
7216
Neuberger Core Equity ETF
NBCR
$710M
-818
BABO
7217
YieldMax BABA Option Income Strategy ETF
BABO
$45.7M
-2,542
LCDS
7218
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$15M
-1,001
SLXN
7219
Silexion Therapeutics
SLXN
$6.63M
-33
SMCX
7220
Defiance Daily Target 2X Long SMCI ETF
SMCX
$178M
-13,280
ITWO
7221
ProShares Russell 2000 High Income ETF
ITWO
$111M
-99,942
PSQA
7222
Palmer Square CLO Senior Debt ETF
PSQA
$72M
-4
SMCY
7223
YieldMax SMCI Option Income Strategy ETF
SMCY
$174M
-1,500
JMID
7224
Janus Henderson Mid Cap Growth Alpha ETF
JMID
$21M
-7,842
NFLU
7225
T-Rex 2X Long NFLX Daily Target ETF
NFLU
$42.1M
-70