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
OPTXW icon
7301
Syntec Optics Holdings Warrant
OPTXW
$2.19M
-100
ORGNW icon
7302
Origin Materials Inc Warrants
ORGNW
$1.83M
-51
PYPY icon
7303
YieldMax PYPL Option Income Strategy ETF
PYPY
$40.3M
-2,668
QMAR icon
7304
FT Vest Growth-100 Buffer ETF March
QMAR
$437M
-648
QQH icon
7305
HCM Defender 100 Index ETF
QQH
$657M
0
RAVI icon
7306
FlexShares Ultra-Short Income Fund
RAVI
$1.38B
-700
RIGS icon
7307
RiverFront Strategic Income Fund
RIGS
$82.7M
-1,751
RINC
7308
DELISTED
AXS Real Estate Income ETF
RINC
0
RISR icon
7309
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$185M
-182
SBI
7310
Western Asset Intermediate Muni Fund
SBI
$109M
-500
SEIX icon
7311
Virtus SEIX Senior Loan ETF
SEIX
$272M
-512
SH icon
7312
ProShares Short S&P500
SH
$1.19B
0
SLRN
7313
DELISTED
ACELYRIN
SLRN
-36,410
SMDD icon
7314
ProShares UltraPro Short MidCap400
SMDD
$2.31M
0
SNT
7315
Senstar Technologies
SNT
$101M
-1
SPCX icon
7316
The SPAC and New Issue ETF
SPCX
$8.91M
0
SPKLW
7317
Spark I Acquisition Corp Warrant
SPKLW
$1.77M
$0 ﹤0.01%
2
SQNS
7318
Sequans Communications SA
SQNS
$86.4M
-53
SSUS icon
7319
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$553M
-40
SUP
7320
DELISTED
Superior Industries International
SUP
-26,001
SVIIW
7321
DELISTED
Spring Valley Acquisition Corp II Warrant
SVIIW
-275
TBF icon
7322
ProShares Short 20+ Year Treasury ETF
TBF
$63.6M
-51,000
TCHI icon
7323
iShares MSCI China Multisector Tech ETF
TCHI
$40M
-4,763
BRLSW icon
7324
Borealis Foods Inc Warrant
BRLSW
$1.28M
-100
EVLN icon
7325
Eaton Vance Floating-Rate ETF
EVLN
$1.33B
-15,337