Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
+$39.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,643
New
Increased
Reduced
Closed

Top Buys

1 +$3.45B
2 +$3.2B
3 +$2.13B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.69B
5
DELL icon
Dell
DELL
+$1.19B

Sector Composition

1 Technology 16.35%
2 Financials 8.51%
3 Healthcare 6.02%
4 Industrials 5.7%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TVGN icon
6026
Tevogen Bio Holdings
TVGN
$24.4M
$8.23K ﹤0.01%
24,861
+11,050
CLIX icon
6027
ProShares Long Online/Short Stores ETF
CLIX
$7.07M
$8.22K ﹤0.01%
136
-943
BBBY.WS
6028
Bed Bath & Beyond Warrants
BBBY.WS
$8.19K ﹤0.01%
+12,412
FT
6029
Franklin Universal Trust
FT
$208M
$8.11K ﹤0.01%
+1,014
SPRB
6030
Spruce Biosciences, Inc. Common Stock
SPRB
$91.4M
$8.1K ﹤0.01%
93
+90
VGAS icon
6031
Verde Clean Fuels
VGAS
$36.6M
$8.03K ﹤0.01%
3,899
+1,823
DRMA icon
6032
Dermata Therapeutics
DRMA
$5.07M
$8.02K ﹤0.01%
3,457
+3,453
ELSE icon
6033
Electro-Sensors
ELSE
$15.4M
$7.97K ﹤0.01%
1,917
VLN icon
6034
Valens Semiconductor
VLN
$147M
$7.97K ﹤0.01%
5,612
DPST icon
6035
Direxion Daily Regional Banks Bull 3X ETF
DPST
$534M
$7.88K ﹤0.01%
+78
SIXZ
6036
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
SIXZ
$53.1M
$7.76K ﹤0.01%
+262
CGTX icon
6037
Cognition Therapeutics
CGTX
$85M
$7.74K ﹤0.01%
5,735
+140
PMI
6038
Picard Medical
PMI
$71.4M
$7.59K ﹤0.01%
+4,338
NNDM
6039
Nano Dimension
NNDM
$364M
$7.48K ﹤0.01%
4,855
-16,050
GPZ
6040
VanEck Alternative Asset Manager ETF
GPZ
$205M
$7.47K ﹤0.01%
+275
CAF
6041
Morgan Stanley China A Share Fund
CAF
$300M
$7.46K ﹤0.01%
430
GXPT
6042
Global X PureCap MSCI Information Technology ETF
GXPT
$59.4M
$7.43K ﹤0.01%
271
EEA
6043
European Equity Fund
EEA
$72.1M
$7.4K ﹤0.01%
718
IVDA icon
6044
Iveda Solutions
IVDA
$3.11M
$7.36K ﹤0.01%
8,766
+25
GEMD icon
6045
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$34M
$7.22K ﹤0.01%
+170
INCR
6046
Intercure
INCR
$41.6M
$7.21K ﹤0.01%
7,917
+6,187
GSJY icon
6047
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$82.2M
$7.17K ﹤0.01%
+154
GFR icon
6048
Greenfire Resources
GFR
$756M
$7.14K ﹤0.01%
+1,500
MIDU icon
6049
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$76.9M
$7.11K ﹤0.01%
140
EVMO
6050
Eaton Vance Mortgage Opportunities ETF
EVMO
$872M
$7.1K ﹤0.01%
+140