Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
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
RSF
7226
RiverNorth Capital and Income Fund
RSF
$61.1M
-1,377
SAGE
7227
DELISTED
Sage Therapeutics
SAGE
-145,799
SAMT icon
7228
Strategas Macro Thematic Opportunities ETF
SAMT
$480M
-1,175
SANW
7229
DELISTED
S&W Seed Co
SANW
-11
SATO icon
7230
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$8.39M
-50
SATX
7231
DELISTED
SatixFy Communications
SATX
-1
SDHY
7232
PGIM Short Duration High Yield Opportunities Fund
SDHY
$410M
-2,938
SDS icon
7233
ProShares UltraShort S&P500
SDS
$368M
-54
SFYX
7234
DELISTED
SoFi Next 500 ETF
SFYX
-2,450
SGMA
7235
DELISTED
Sigmatron International
SGMA
-49
SH icon
7236
ProShares Short S&P500
SH
$1.17B
0
SHYF
7237
DELISTED
The Shyft Group
SHYF
-56,816
SIXA icon
7238
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$459M
-4,884
SKX
7239
DELISTED
Skechers
SKX
-819,621
SMDD icon
7240
ProShares UltraPro Short MidCap400
SMDD
$1.85M
0
SMOG icon
7241
VanEck Low Carbon Energy ETF
SMOG
$142M
-32
SPTE icon
7242
SP Funds S&P Global Technology ETF
SPTE
$111M
-1,615
SPTN
7243
DELISTED
SpartanNash
SPTN
-52,902
SPXS icon
7244
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$340M
-5
SQQQ icon
7245
ProShares UltraPro Short QQQ
SQQQ
$2.34B
-16
SRV
7246
NXG Cushing Midstream Energy Fund
SRV
$200M
-87
SSBK
7247
DELISTED
Southern States Bancshares
SSBK
-17,029
SSY
7248
DELISTED
SunLink Health Systems
SSY
-51
STCE icon
7249
Schwab Crypto Thematic ETF
STCE
$234M
-12
STR
7250
DELISTED
Sitio Royalties
STR
-863,278