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
NUDV icon
7376
Nuveen ESG Dividend ETF
NUDV
$34.1M
-101
NUGT icon
7377
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.07B
-5
NVEE
7378
DELISTED
NV5 Global
NVEE
-509,142
OARK icon
7379
YieldMax Innovation Option Income Strategy ETF
OARK
$74.9M
-12
OLO
7380
DELISTED
Olo Inc
OLO
-680,387
OPOF
7381
DELISTED
Old Point Financial
OPOF
-1,753
OTRK
7382
DELISTED
Ontrak
OTRK
-20
OUNZ icon
7383
VanEck Merk Gold Trust
OUNZ
$2.36B
-150
PARAA
7384
DELISTED
Paramount Global Class A
PARAA
-21,176
PARA
7385
DELISTED
Paramount Global Class B
PARA
-1,727,212
PCK
7386
DELISTED
Pimco California Municipal Income Fund II
PCK
-19,581
PDEC icon
7387
Innovator US Equity Power Buffer ETF December
PDEC
$881M
-1,793
PET
7388
DELISTED
Wag!
PET
-1,467
PHT
7389
DELISTED
Pioneer High Income Fund
PHT
-14,079
PJUL icon
7390
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
-3,862
PJUN icon
7391
Innovator US Equity Power Buffer ETF June
PJUN
$718M
-568
PLAG icon
7392
Planet Green Holdings
PLAG
$24.6M
-1,048
PLL
7393
DELISTED
Piedmont Lithium
PLL
-42,665
PMF
7394
DELISTED
PIMCO Municipal Income Fund
PMF
-139,021
PMX
7395
DELISTED
PIMCO Municipal Income Fund III
PMX
-213,695
PNF
7396
DELISTED
PIMCO New York Municipal Income Fund
PNF
-12,096
PNI
7397
PIMCO New York Municipal Income Fund II
PNI
$77.8M
-27,019
POET icon
7398
POET Technologies
POET
$615M
-731
SSBK
7399
DELISTED
Southern States Bancshares
SSBK
-17,029
SSY
7400
DELISTED
SunLink Health Systems
SSY
-51