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
IDMO icon
7351
Invesco S&P International Developed Momentum ETF
IDMO
$2.15B
-62,797
IGLD icon
7352
FT Vest Gold Strategy Target Income ETF
IGLD
$427M
-100
IGMS
7353
DELISTED
IGM Biosciences
IGMS
-8,910
IINNW icon
7354
Inspira Technologies Oxy BHN Ltd Warrant
IINNW
$6.11M
-100
IMOM icon
7355
Alpha Architect International Quantitative Momentum ETF
IMOM
$114M
-500
INKM icon
7356
State Street Income Allocation ETF
INKM
$66.7M
-1,787
INZY
7357
DELISTED
Inozyme Pharma
INZY
-52,454
IONR
7358
Ioneer
IONR
$282M
-2
ITOS
7359
DELISTED
iTeos Therapeutics
ITOS
-308,660
IVOL icon
7360
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
-488
IWLG icon
7361
IQ Winslow Large Cap Growth ETF
IWLG
$614M
-868
JBBB icon
7362
Janus Henderson B-BBB CLO ETF
JBBB
$1.25B
-196
JDST icon
7363
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$48.5M
-1,253
JNPR
7364
DELISTED
Juniper Networks
JNPR
-2,730,937
JNUG icon
7365
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$501M
0
JPI
7366
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
-137,013
KIM.PRN icon
7367
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$81.8M
-500
KLG
7368
DELISTED
WK Kellogg Co
KLG
-155,695
KTEC icon
7369
KraneShares Hang Seng TECH Index ETF
KTEC
$60.1M
-2,530
LABD icon
7370
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$67.6M
-310
MYY icon
7371
ProShares Short MidCap400
MYY
$3.91M
0
NAAS
7372
NaaS Technology Inc
NAAS
$39.1M
-6,325
NANC icon
7373
Unusual Whales Subversive Democratic Trading ETF
NANC
$262M
0
NEE.PRR
7374
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
-390,127
NFLY icon
7375
YieldMax NFLX Option Income Strategy ETF
NFLY
$117M
-13,041