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
DOCT
6876
FT Vest US Equity Deep Buffer ETF October
DOCT
$387M
-21
DOMH icon
6877
Dominari Holdings
DOMH
$73.3M
-7
DPRO
6878
Draganfly
DPRO
$234M
-7,987
DPST icon
6879
Direxion Daily Regional Banks Bull 3X ETF
DPST
$484M
-78
DRCT icon
6880
Direct Digital Holdings
DRCT
$2.4M
-1
DRIO icon
6881
DarioHealth
DRIO
$57.5M
-57
DRMA icon
6882
Dermata Therapeutics
DRMA
$5.07M
-3,457
DRN icon
6883
Direxion Daily Real Estate Bull 3X ETF
DRN
$46.3M
-252
DRTSW icon
6884
Alpha Tau Medical Warrant
DRTSW
$58.1M
-1,045
DSM
6885
BNY Mellon Strategic Municipal Bond Fund
DSM
$297M
-73,353
DSS icon
6886
DSS Inc
DSS
$5.07M
-30
DSX.WS icon
6887
Diana Shipping Inc Warrants exp 2026
DSX.WS
$6.65M
-615
DTRE icon
6888
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$16.8M
-3,768
DTST icon
6889
Data Storage Corp
DTST
$8.16M
-9,039
DVAL icon
6890
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
$72.1M
-600
DVAX
6891
DELISTED
Dynavax Technologies
DVAX
-1,057,175
DWSN icon
6892
Dawson Geophysical
DWSN
$128M
-7
DYAI icon
6893
Dyadic International
DYAI
$27.7M
-17
EB
6894
DELISTED
Eventbrite
EB
-62,676
EBON icon
6895
Ebang International Holdings
EBON
$13.1M
-9
ECBK icon
6896
ECB Bancorp
ECBK
$160M
-6,764
ECC
6897
Eagle Point Credit Company
ECC
$534M
-15,308
ECDA
6898
DELISTED
ECD Automotive Design
ECDA
-2
ECF
6899
Ellsworth Growth & Income Fund
ECF
$178M
-57
ECOR icon
6900
electroCore
ECOR
$55.3M
-6