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
OCEA
7226
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
-92
CSA
7227
DELISTED
VictoryShares US Small Cap Volatility Wtd ETF
CSA
-6,554
ENFN
7228
DELISTED
Enfusion, Inc.
ENFN
-672,628
FFNW
7229
DELISTED
First Financial Northwest, Inc
FFNW
-5,703
AAAU icon
7230
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.32B
-100
ADNWW
7231
DELISTED
Advent Technologies Holdings Warrant
ADNWW
$0 ﹤0.01%
+100
AENT icon
7232
Alliance Entertainment
AENT
$335M
-2,440
AGOX icon
7233
Adaptive Alpha Opportunities ETF
AGOX
$364M
-13
AIMDW icon
7234
Ainos Warrants
AIMDW
$85.7K
-88
ALAR
7235
Alarum Technologies
ALAR
$83.9M
-7,905
ALLK
7236
DELISTED
Allakos
ALLK
-55,088
ALUR.WS icon
7237
Allurion Technologies Warrants
ALUR.WS
$152K
$0 ﹤0.01%
1
CGMS icon
7238
Capital Group US Multi-Sector Income ETF
CGMS
$3.68B
-3,111
CKPT
7239
DELISTED
Checkpoint Therapeutics
CKPT
-3,423
CLEU
7240
DELISTED
China Liberal Education Holdings
CLEU
-3,927
COEPW icon
7241
Coeptis Therapeutics Warrants
COEPW
$41.1K
-184
DADA
7242
DELISTED
Dada Nexus
DADA
-4,076
DEED icon
7243
First Trust Securitized Plus ETF
DEED
$74.8M
-78
DESK icon
7244
VanEck Office and Commercial REIT ETF
DESK
$1.95M
0
DESP
7245
DELISTED
Despegar.com
DESP
-250,656
DFIP icon
7246
Dimensional Inflation-Protected Securities ETF
DFIP
$1.03B
-349
DFS
7247
DELISTED
Discover Financial Services
DFS
-1,371,798
DISO icon
7248
YieldMax DIS Option Income Strategy ETF
DISO
$31.3M
0
DMAT icon
7249
Global X Disruptive Materials ETF
DMAT
$11.1M
-10,077
DMBS icon
7250
DoubleLine Mortgage ETF
DMBS
$643M
-8,200