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
KIM.PRN icon
7276
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
-500
MVSTW icon
7277
Microvast Holdings Warrants
MVSTW
$46.9M
$0 ﹤0.01%
2
MYY icon
7278
ProShares Short MidCap400
MYY
$3.66M
0
NAAS
7279
NaaS Technology Inc
NAAS
$31.5M
-6,325
NANC icon
7280
Unusual Whales Subversive Democratic Trading ETF
NANC
$269M
0
NEE.PRR
7281
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
-390,127
NFLY icon
7282
YieldMax NFLX Option Income Strategy ETF
NFLY
$84.9M
-13,041
NUDV icon
7283
Nuveen ESG Dividend ETF
NUDV
$38.2M
-101
NUGT icon
7284
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.25B
-5
NVEE
7285
DELISTED
NV5 Global
NVEE
-509,142
OARK icon
7286
YieldMax Innovation Option Income Strategy ETF
OARK
$66.6M
-2
OLO
7287
DELISTED
Olo Inc
OLO
-680,387
OPOF
7288
DELISTED
Old Point Financial
OPOF
-1,753
OTRK
7289
DELISTED
Ontrak
OTRK
-20
OUNZ icon
7290
VanEck Merk Gold Trust
OUNZ
$2.57B
-150
PARAA
7291
DELISTED
Paramount Global Class A
PARAA
-21,176
PARA
7292
DELISTED
Paramount Global Class B
PARA
-1,727,212
PCK
7293
DELISTED
Pimco California Municipal Income Fund II
PCK
-19,581
PDEC icon
7294
Innovator US Equity Power Buffer ETF December
PDEC
$1.04B
-1,793
PET
7295
DELISTED
Wag!
PET
-1,467
PHT
7296
DELISTED
Pioneer High Income Fund
PHT
-14,079
PJUL icon
7297
Innovator US Equity Power Buffer ETF July
PJUL
$1.09B
-3,862
PJUN icon
7298
Innovator US Equity Power Buffer ETF June
PJUN
$711M
-568
PLAG icon
7299
Planet Green Holdings
PLAG
$22.7M
-1,048
PLL
7300
DELISTED
Piedmont Lithium
PLL
-42,665