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
PRZO icon
7201
ParaZero Technologies
PRZO
$25M
-456
PSC icon
7202
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.46B
-100
PTN
7203
Palatin Technologies
PTN
$31.7M
-222
PTPI
7204
DELISTED
Petros Pharmaceuticals
PTPI
-3
TECL icon
7205
Direxion Daily Technology Bull 3x Shares
TECL
$3.85B
0
TFPN icon
7206
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$124M
-1,010
TIME icon
7207
Clockwise Core Equity & Innovation ETF
TIME
$18.4M
0
TLSIW icon
7208
TriSalus Life Sciences Warrant
TLSIW
$38.4M
-176
TLTE icon
7209
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$286M
-449
TMAT icon
7210
Main Thematic Innovation ETF
TMAT
$205M
-5
TSLL icon
7211
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.42B
-14,000
TSLT icon
7212
T-REX 2X Long Tesla Daily Target ETF
TSLT
$411M
-16,700
TSVT
7213
DELISTED
2seventy bio
TSVT
-2,516,505
UCO icon
7214
ProShares Ultra Bloomberg Crude Oil
UCO
$358M
-8
UVIX icon
7215
2x Long VIX Futures ETF
UVIX
$305M
0
WW
7216
DELISTED
WW International
WW
-322,669
X
7217
DELISTED
US Steel
X
-1,574,355
ZCARW
7218
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
-48,125
ZJYL icon
7219
Jin Medical International
ZJYL
$40.5M
-35
BRKU
7220
Direxion Daily BRKB Bull 2X Shares
BRKU
$65.5M
-8,750
HDRO
7221
DELISTED
Defiance Next Gen H2 ETF
HDRO
-197
SPRB
7222
Spruce Biosciences
SPRB
$112M
-3
YOTAW
7223
DELISTED
Yotta Acquisition Corporation Warrant
YOTAW
-76
MKFG
7224
DELISTED
Markforged Holding Corporation
MKFG
-337
MDCP
7225
DELISTED
Victory Portfolios II VictoryShares THB Mid Cap ETF
MDCP
-7,119