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
PMF
7301
DELISTED
PIMCO Municipal Income Fund
PMF
-139,021
CNXT icon
7302
VanEck ChiNext ETF
CNXT
$55.5M
-251
CONY icon
7303
YieldMax COIN Option Income Strategy ETF
CONY
$680M
-1,000
CRF
7304
Cornerstone Total Return Fund
CRF
$1.24B
-3,057
CRGX
7305
DELISTED
CARGO Therapeutics
CRGX
-48,907
DOG icon
7306
ProShares Short Dow30
DOG
$103M
0
DRRX
7307
DELISTED
DURECT Corp
DRRX
-303
DUSB icon
7308
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.71B
-1,145
DUSL icon
7309
Direxion Daily Industrials Bull 3X Shares
DUSL
$38.2M
-40
DUST icon
7310
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$27.1M
-5,103
EBTC
7311
DELISTED
Enterprise Bancorp
EBTC
-5,844
EIPX icon
7312
FT Energy Income Partners Strategy ETF
EIPX
$406M
-29,713
EINC icon
7313
VanEck Energy Income ETF
EINC
$75M
-11,411
ELEV
7314
DELISTED
Elevation Oncology
ELEV
-1,479
ELLO icon
7315
Ellomay Capital Ltd
ELLO
$374M
-18
EMQQ icon
7316
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$362M
-2,584
EPR.PRE icon
7317
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$107M
-24,220
EPV icon
7318
ProShares UltraShort FTSE Europe
EPV
$13.1M
-337
EQS icon
7319
Equus Total Return
EQS
$18.7M
-100
ERX icon
7320
Direxion Daily Energy Bull 2X Shares
ERX
$228M
-2,250
ESGR
7321
DELISTED
Enstar Group
ESGR
-42,958
ESSA
7322
DELISTED
ESSA Bancorp
ESSA
-12,338
ETWO
7323
DELISTED
E2open Parent Holdings
ETWO
-880,334
EVRI
7324
DELISTED
Everi Holdings
EVRI
-254,035
FDCF icon
7325
Fidelity Disruptive Communications ETF
FDCF
$107M
-50