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
NAKAW
7226
DELISTED
Kindly MD, Inc. Warrants
NAKAW
-100
NJUN
7227
Innovator Growth-100 Power Buffer ETF - June
NJUN
$68.2M
-768
METU
7228
Direxion Daily META Bull 2X Shares
METU
$999M
-5,373
METD
7229
Direxion Daily META Bear 1X Shares
METD
$4.96M
-67
RSSL
7230
Global X Russell 2000 ETF
RSSL
$1.33B
-248
GAUZ
7231
Gauzy
GAUZ
$34.3M
-20,635
SNOY
7232
YieldMax SNOW Option Income Strategy ETF
SNOY
$77.2M
-9,545
CGHM
7233
Capital Group Municipal High-Income ETF
CGHM
$2.4B
-1,400
NBCR
7234
Neuberger Berman Core Equity ETF
NBCR
$682M
-818
BABO
7235
YieldMax BABA Option Income Strategy ETF
BABO
$53.8M
-2,542
LCDS
7236
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$14.4M
-1,001
SLXN
7237
Silexion Therapeutics
SLXN
$7.63M
-33
SMCX
7238
Defiance Daily Target 2X Long SMCI ETF
SMCX
$173M
-13,280
ITWO
7239
ProShares Russell 2000 High Income ETF
ITWO
$87.1M
-99,942
PSQA
7240
Palmer Square CLO Senior Debt ETF
PSQA
$56.4M
-4
MUD
7241
Direxion Daily MU Bear 1X Shares
MUD
$41.8M
-25,000
BAI
7242
iShares A.I. Innovation and Tech Active ETF
BAI
$7.43B
-41
SNRE
7243
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-47,035
VCRM
7244
Vanguard Core Tax-Exempt Bond ETF
VCRM
$652M
-2,250
MFSI
7245
MFS Active International ETF
MFSI
$607M
-9,409
MFSG
7246
MFS Active Growth ETF
MFSG
$154M
-1,995
MSLC
7247
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.46B
-190
MSSM
7248
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$680M
-48
MARO
7249
YieldMax MARA Option Income Strategy ETF
MARO
$59.1M
-5,000
RFIX
7250
Simplify Bond Bull ETF
RFIX
$117M
-104