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
MSTX
7376
Defiance Daily Target 2x Long MSTR ETF
MSTX
$293M
-1,006
GDXY
7377
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$239M
-5,000
NAKAW
7378
DELISTED
Kindly MD, Inc. Warrants
NAKAW
-100
NJUN
7379
Innovator Growth-100 Power Buffer ETF - June
NJUN
$68.2M
-768
METU
7380
Direxion Daily META Bull 2X Shares
METU
$685M
-5,373
METD
7381
Direxion Daily META Bear 1X Shares
METD
$5.61M
-67
RSSL
7382
Global X Russell 2000 ETF
RSSL
$1.43B
-248
GAUZ
7383
Gauzy
GAUZ
$18.9M
-20,635
SNOY
7384
YieldMax SNOW Option Income Strategy ETF
SNOY
$54.6M
-9,545
CGHM
7385
Capital Group Municipal High-Income ETF
CGHM
$2.51B
-1,400
NBCR
7386
Neuberger Core Equity ETF
NBCR
$710M
-818
BABO
7387
YieldMax BABA Option Income Strategy ETF
BABO
$45.7M
-2,542
LCDS
7388
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$15M
-1,001
SLXN
7389
Silexion Therapeutics
SLXN
$6.57M
-33
SMCX
7390
Defiance Daily Target 2X Long SMCI ETF
SMCX
$178M
-13,280
ITWO
7391
ProShares Russell 2000 High Income ETF
ITWO
$111M
-99,942
PSQA
7392
Palmer Square CLO Senior Debt ETF
PSQA
$72M
-4
SMCY
7393
YieldMax SMCI Option Income Strategy ETF
SMCY
$174M
-1,500
JMID
7394
Janus Henderson Mid Cap Growth Alpha ETF
JMID
$21M
-7,842
NFLU
7395
T-Rex 2X Long NFLX Daily Target ETF
NFLU
$42.1M
-70
SVA
7396
DELISTED
Sinovac Biotech, Ltd
SVA
$0 ﹤0.01%
5,886
TGE.WS
7397
The Generation Essentials Group Warrants
TGE.WS
$0 ﹤0.01%
2
SCD.RT
7398
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
-28,632
RGTU
7399
Tradr 2X Long RGTI Daily ETF
RGTU
$15.9M
0
FBDC
7400
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$39.3M
-119