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
FLAO icon
6176
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$8.27M
$2.84K ﹤0.01%
+100
AAPR icon
6177
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$51.7M
$2.84K ﹤0.01%
+100
XTIA icon
6178
XTI Aerospace
XTIA
$66.9M
$2.83K ﹤0.01%
2,280
+106
AFLG icon
6179
First Trust Active Factor Large Cap ETF
AFLG
$553M
$2.81K ﹤0.01%
72
-1,166
APRE icon
6180
Aprea Therapeutics
APRE
$10.5M
$2.81K ﹤0.01%
3,299
-1,562
CUSD
6181
CrossingBridge Ultra-Short Duration ETF
CUSD
$11.4M
$2.79K ﹤0.01%
147
-3,908
ZMAR
6182
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$114M
$2.75K ﹤0.01%
+100
YBIT
6183
YieldMax Bitcoin Option Income Strategy ETF
YBIT
$58.8M
$2.73K ﹤0.01%
+81
RAVE icon
6184
RAVE Restaurant Group
RAVE
$33.4M
$2.72K ﹤0.01%
823
-12
EMQQ icon
6185
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$275M
$2.7K ﹤0.01%
+67
LUD
6186
Luda Technology Group
LUD
$130M
$2.69K ﹤0.01%
+419
MDAIW icon
6187
Spectral AI Warrants
MDAIW
$6.58M
$2.67K ﹤0.01%
+5,941
VINP icon
6188
Vinci Compass Investments Ltd
VINP
$700M
$2.66K ﹤0.01%
204
-6,526
AEON icon
6189
AEON Biopharma
AEON
$21.3M
$2.62K ﹤0.01%
2,382
+6
BDMDW
6190
Baird Medical Investment Holdings Warrant
BDMDW
$1.09M
$2.56K ﹤0.01%
50,119
PBM icon
6191
Psyence Biomedical
PBM
$6.12M
$2.52K ﹤0.01%
535
+1
DFAW icon
6192
Dimensional World Equity ETF
DFAW
$1.2B
$2.52K ﹤0.01%
34
IMDX
6193
Insight Molecular Diagnostics
IMDX
$102M
$2.51K ﹤0.01%
335
-111
ETHMW
6194
Dynamix Corp Warrant
ETHMW
$5.31M
$2.49K ﹤0.01%
+1,214
ONCHW
6195
1RT Acquisition Corp Warrant
ONCHW
$1.9M
$2.49K ﹤0.01%
4,287
+4,187
PSNYW icon
6196
Polestar Automotive Holding ADS Class C-1
PSNYW
$352M
$2.47K ﹤0.01%
+388
AKO.A icon
6197
Embotelladora Andina Series A
AKO.A
$3.69B
$2.47K ﹤0.01%
106
NXTC icon
6198
NextCure
NXTC
$41.4M
$2.45K ﹤0.01%
173
+150
WPRT
6199
Westport Fuel Systems
WPRT
$34.6M
$2.45K ﹤0.01%
1,558
PETS icon
6200
PetMed Express
PETS
$49.2M
$2.39K ﹤0.01%
746
+1