Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
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 +$3.29B
2 +$1.39B
3 +$1.15B
4
VTV icon
Vanguard Value ETF
VTV
+$1.03B
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$932M

Top Sells

1 +$2.78B
2 +$2.25B
3 +$2.13B
4
NVDA icon
NVIDIA
NVDA
+$1.95B
5
AVGO icon
Broadcom
AVGO
+$1.57B

Sector Composition

1 Technology 16.98%
2 Financials 8.71%
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
TOON icon
6226
Kartoon Studios
TOON
$31.2M
$1.41K ﹤0.01%
1,907
-23
ONCY
6227
Oncolytics Biotech
ONCY
$119M
$1.4K ﹤0.01%
+1,000
NTRB icon
6228
Nutriband
NTRB
$54.3M
$1.4K ﹤0.01%
198
-44
VCIG icon
6229
VCI Global
VCIG
$8.21M
$1.39K ﹤0.01%
+220
CDTG
6230
CDT Environmental Technology Investment Holdings
CDTG
$2.86M
$1.38K ﹤0.01%
+1,995
SPRO icon
6231
Spero Therapeutics
SPRO
$125M
$1.38K ﹤0.01%
733
-4,900
RGT
6232
Royce Global Value Trust
RGT
$95.2M
$1.37K ﹤0.01%
106
+28
ATLX icon
6233
Atlas Lithium Corp
ATLX
$147M
$1.36K ﹤0.01%
+286
ZSPC
6234
zSpace Inc
ZSPC
$9.47M
$1.35K ﹤0.01%
1,378
+648
XYF
6235
X Financial
XYF
$198M
$1.33K ﹤0.01%
97
-6,403
GDXU icon
6236
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$3.59B
0
CHA
6237
Chagee Holdings Ltd
CHA
$2.03B
$1.31K ﹤0.01%
+79
BATT icon
6238
Amplify Lithium & Battery Technology ETF
BATT
$124M
$1.3K ﹤0.01%
100
CMPOW
6239
DELISTED
CompoSecure Inc Warrant
CMPOW
$1.28K ﹤0.01%
100
GBR icon
6240
New Concept Energy
GBR
$4.12M
$1.27K ﹤0.01%
1,269
+12
KLRS
6241
Kalaris Therapeutics
KLRS
$199M
$1.25K ﹤0.01%
217
-56
ENX
6242
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
$1.23K ﹤0.01%
125
COYA icon
6243
Coya Therapeutics
COYA
$106M
$1.23K ﹤0.01%
215
+73
DRTSW icon
6244
Alpha Tau Medical Warrant
DRTSW
$35.1M
$1.22K ﹤0.01%
3,545
+2,500
TIXT
6245
DELISTED
TELUS International
TIXT
$1.21K ﹤0.01%
270
-580,929
ASPS icon
6246
Altisource Portfolio Solutions
ASPS
$94M
$1.2K ﹤0.01%
103
+3
LGOV icon
6247
First Trust Long Duration Opportunities ETF
LGOV
$685M
$1.2K ﹤0.01%
+55
FFGX
6248
Fidelity Fundamental Global ex-U.S. ETF
FFGX
$37.1M
$1.2K ﹤0.01%
40
LUCY icon
6249
Innovative Eyewear
LUCY
$6.26M
$1.2K ﹤0.01%
619
+603
MXE
6250
Mexico Equity and Income Fund
MXE
$62M
$1.19K ﹤0.01%
100