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
DIT icon
7226
AMCON Distributing
DIT
$70.9M
-2
DJIA icon
7227
Global X Dow 30 Covered Call ETF
DJIA
$159M
-4
DJUN icon
7228
FT Vest US Equity Deep Buffer ETF June
DJUN
$278M
-3,214
DMA
7229
Destra Multi-Alternative Fund
DMA
$80.6M
-1,429
DNB
7230
DELISTED
Dun & Bradstreet
DNB
-1,242,346
EZGO
7231
EZGO Technologies
EZGO
$40.1M
0
FARO
7232
DELISTED
Faro Technologies
FARO
-114,808
FBY icon
7233
YieldMax META Option Income Strategy ETF
FBY
$145M
-5,000
FCLD icon
7234
Fidelity Cloud Computing ETF
FCLD
$91.3M
-211
FTGS icon
7235
First Trust Growth Strength ETF
FTGS
$1.29B
-1,433
FTQI icon
7236
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$771M
-9,117
GABF icon
7237
Gabelli Financial Services Opportunities ETF
GABF
$38.4M
-13
GAMR icon
7238
Amplify Video Game Tech ETF
GAMR
$42.1M
0
GB
7239
DELISTED
Global Blue Group Holding
GB
-648,253
GDEVW icon
7240
GDEV Inc Warrant
GDEVW
$401K
-30
GECC icon
7241
Great Elm Capital Corp
GECC
$98.7M
-43
GGLS icon
7242
Direxion Daily GOOGL Bear 1X Shares
GGLS
$12.1M
0
GLL icon
7243
ProShares UltraShort Gold
GLL
$75M
-4,154
GMS
7244
DELISTED
GMS Inc
GMS
-104,004
HDUS icon
7245
Hartford Disciplined US Equity ETF
HDUS
$158M
-2
HEQT icon
7246
Simplify Hedged Equity ETF
HEQT
$335M
-16,493
HERD icon
7247
Pacer Cash Cows Fund of Funds ETF
HERD
$87.2M
-173
HES
7248
DELISTED
Hess
HES
-3,400,476
HLVX
7249
DELISTED
HilleVax
HLVX
-929
HNDL icon
7250
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$652M
-1,470