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
LNZAW icon
7351
LanzaTech Global Warrant
LNZAW
$2.81M
-100
LOWV icon
7352
AB US Low Volatility Equity ETF
LOWV
$175M
-1
MAG
7353
DELISTED
MAG Silver
MAG
-1,049,503
MAV
7354
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
-4,817
MBCC icon
7355
Monarch Blue Chips Core Index ETF
MBCC
$143M
-490
MBNE icon
7356
State Street Nuveen Municipal Bond ESG ETF
MBNE
$13.1M
-770
MCH icon
7357
Matthews China Active ETF
MCH
$23.7M
-15
MCN
7358
Madison Covered Call & Equity Strategy Fund
MCN
$128M
-7,692
MHI
7359
DELISTED
Pioneer Municipal High Income Fund
MHI
-38,858
MIDE icon
7360
Xtrackers S&P MidCap 400 ESG ETF
MIDE
$3.78M
-324
MOBXW icon
7361
Mobix Labs Warrants
MOBXW
$659K
-100
MODV
7362
DELISTED
ModivCare
MODV
-89,679
MOTI icon
7363
VanEck Morningstar International Moat ETF
MOTI
$205M
-777
MTLS
7364
Materialise
MTLS
$341M
-54
FFLG icon
7365
Fidelity Fundamental Large Cap Growth ETF
FFLG
$528M
-599
ULTY icon
7366
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.16B
-1,000
USG icon
7367
USCF Gold Strategy Plus Income Fund
USG
$13.6M
-96
DIVP icon
7368
Cullen Enhanced Equity Income ETF
DIVP
$40.7M
-61
MSSS icon
7369
Monarch Select Subsector Index ETF
MSSS
$119M
-1,558
QQQD icon
7370
Direxion Daily Concentrated Qs Bear 1X Shares
QQQD
$15.2M
-300
AMDL icon
7371
GraniteShares 2x Long AMD Daily ETF
AMDL
$516M
-1
NEWZ
7372
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$18.6M
-2,075
SUPX
7373
SuperX AI Technology Ltd
SUPX
$428M
-104
CRSH
7374
YieldMax Short TSLA Option Income Strategy ETF
CRSH
$18.6M
-1,000
AMBR
7375
Amber International Holding Ltd
AMBR
$245M
-313