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
HOOK
7251
DELISTED
HOOKIPA Pharma
HOOK
-481
HPKEW
7252
DELISTED
HighPeak Energy, Inc. Warrant
HPKEW
-1,000
HTUS icon
7253
Hull Tactical US ETF
HTUS
$129M
-81
HUBC icon
7254
Hub Cyber Security
HUBC
$10.5M
-138,448
HUBCZ icon
7255
Hub Cyber Security Warrant
HUBCZ
$89.7K
-935
HYUP icon
7256
Xtrackers High Beta High Yield Bond ETF
HYUP
$29.7M
-2,223
HYZD icon
7257
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$201M
-435
IBUY icon
7258
Amplify Online Retail ETF
IBUY
$150M
-11,268
ICAD
7259
DELISTED
iCAD Inc
ICAD
-275
IDMO icon
7260
Invesco S&P International Developed Momentum ETF
IDMO
$2.51B
-62,797
IGLD icon
7261
FT Vest Gold Strategy Target Income ETF
IGLD
$464M
-100
IGMS
7262
DELISTED
IGM Biosciences
IGMS
-8,910
IINNW icon
7263
Inspira Technologies Oxy BHN Ltd Warrant
IINNW
$7.03M
-100
IMOM icon
7264
Alpha Architect International Quantitative Momentum ETF
IMOM
$127M
-500
INKM icon
7265
State Street Income Allocation ETF
INKM
$68.9M
-1,787
INZY
7266
DELISTED
Inozyme Pharma
INZY
-52,454
IONR
7267
Ioneer
IONR
$368M
-2
ITOS
7268
DELISTED
iTeos Therapeutics
ITOS
-308,660
IVOL icon
7269
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$494M
-488
IWLG icon
7270
IQ Winslow Large Cap Growth ETF
IWLG
$669M
-868
JBBB icon
7271
Janus Henderson B-BBB CLO ETF
JBBB
$1.2B
-196
JDST icon
7272
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$34.9M
-1,253
JNPR
7273
DELISTED
Juniper Networks
JNPR
-2,730,937
JNUG icon
7274
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$658M
0
JPI
7275
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
-137,013