Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37T
AUM Growth
-$6.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,410
New
Increased
Reduced
Closed

Top Buys

1 +$3.37B
2 +$3.16B
3 +$2.91B
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.81B
5
JPM icon
JPMorgan Chase
JPM
+$2.71B

Top Sells

1 +$2.3B
2 +$2.15B
3 +$1.41B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39B
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.34B

Sector Composition

1 Technology 14.93%
2 Financials 8.05%
3 Industrials 6.16%
4 Healthcare 5.86%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BNC
6751
CEA Industries
BNC
$123M
-368
CELU icon
6752
Celularity
CELU
$26.1M
-28
CELZ icon
6753
Creative Medical Technology
CELZ
$8.69M
-5,132
CENN icon
6754
Cenntro
CENN
$6.35M
-14
CET
6755
Central Securities Corp
CET
$1.57B
-1,170
CETY icon
6756
Clean Energy Technologies
CETY
$9.12M
-22
CETX icon
6757
Cemtrex
CETX
$10.7M
-6
CEV
6758
Eaton Vance California Municipal Income Trust
CEV
$71.9M
-500
CFLT
6759
DELISTED
Confluent
CFLT
-1,742,840
CGC
6760
Canopy Growth
CGC
$452M
-10,731
CGDG icon
6761
Capital Group Dividend Growers ETF
CGDG
$5.05B
-1,183
CGEN icon
6762
Compugen
CGEN
$258M
-8,580
CGRO icon
6763
CoreValues Alpha Greater China Growth ETF
CGRO
$2.31M
-1,355
CGSM icon
6764
Capital Group Short Duration Municipal Income ETF
CGSM
$1.17B
-179
CGTX icon
6765
Cognition Therapeutics
CGTX
$115M
-5,735
MBAI
6766
Check-Cap
MBAI
$13.4M
-300
CHIQ icon
6767
Global X MSCI China Consumer Discretionary ETF
CHIQ
$139M
-49,152
CHMI
6768
Cherry Hill Mortgage Investment Corp
CHMI
$89.3M
-32
CHR icon
6769
Cheer Holding
CHR
$3.11M
0
CIG.C icon
6770
CEMIG Ordinary Shares
CIG.C
$9.18B
-818
CIL
6771
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
-97,158
CINT icon
6772
CI&T Inc
CINT
$437M
-10,534
CIO
6773
DELISTED
City Office REIT
CIO
-30,849
CING icon
6774
Cingulate
CING
$59.3M
-7,341
CISO
6775
CISO Global
CISO
$13.6M
-346