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
DHAIW
7326
DELISTED
DIH Holding US Inc Warrants
DHAIW
-58
LOT icon
7327
Lotus Technology
LOT
$882M
-216
SCIO icon
7328
First Trust Structured Credit Income Opportunities ETF
SCIO
$91.9M
-30,000
LGCL icon
7329
Lucas GC Ltd
LGCL
$7.43M
-2
CNEQ icon
7330
Alger Concentrated Equity ETF
CNEQ
$200M
-134
VRN
7331
DELISTED
Veren
VRN
-8,539,760
ETH
7332
Grayscale Ethereum Mini Trust ETF
ETH
$2.17B
-497
BRHY
7333
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$83.5M
-300,000
REKT
7334
Direxion Daily Crypto Industry Bear 1X Shares
REKT
$2.25M
-25,000
SLDR
7335
Global X Short-Term Treasury Ladder ETF
SLDR
$32.7M
-308
ZJK
7336
ZJK Industrial Co Ltd
ZJK
$227M
-35
WAI
7337
Top KingWin Ltd
WAI
$3.63M
0
DMX
7338
DoubleLine Multi-Sector Income ETF
DMX
$58.7M
-100,000
PCG.PRX
7339
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.29B
-24,750
NCLO
7340
Nuveen AA-BBB CLO ETF
NCLO
$117M
-400,000
ABFL
7341
Abacus FCF Leaders ETF
ABFL
$756M
-3,469
ANNA
7342
AleAnna Inc
ANNA
$127M
-6,922
EGGS
7343
NestYield Total Return Guard ETF
EGGS
$39M
-1,025
TESL
7344
Simplify Volt TSLA Revolution ETF
TESL
$32.1M
-17
LQPE
7345
PEO AlphaQuest Thematic PE ETF
LQPE
$12.9M
-113
PLMKW
7346
Plum Acquisition Corp IV Warrants
PLMKW
$3.28M
-200
AMUU
7347
Direxion Daily AMD Bull 2X Shares
AMUU
$36.3M
-25,000
DLLL
7348
GraniteShares 2x Long DELL Daily ETF
DLLL
$13.9M
-275
FEBM
7349
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$51.9M
-406
QVCGB
7350
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
-39