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
EP.PRC icon
6926
El Paso Energy Capital Trust I
EP.PRC
$227M
-3,723
EQ icon
6927
Equillium
EQ
$143M
-295
EQRR icon
6928
ProShares Equities for Rising Rates ETF
EQRR
$56.1M
-1,187
ERNA icon
6929
Eterna Therapeutics
ERNA
$14M
-1
ESBA icon
6930
Empire State Realty Series ES
ESBA
$1.53B
-600
ESLA icon
6931
Estrella Immunopharma
ESLA
$49.9M
-10
ESP icon
6932
Espey Mfg & Electronics Corp
ESP
$173M
-1,279
EUDG icon
6933
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$71.1M
-4,385
OPPE
6934
WisdomTree European Opportunities Fund
OPPE
$279M
-1,676
EVGN icon
6935
Evogene
EVGN
$7.29M
-159
EVGOW icon
6936
EVgo Inc Warrants
EVGOW
$195K
-20
EVI icon
6937
EVI Industries
EVI
$222M
-4,339
EVLVW icon
6938
Evolv Technologies Warrant
EVLVW
$1.14M
-100
EVMT icon
6939
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$5.78M
-12,494
EVO icon
6940
Evotec
EVO
$1.08B
-3,871
EVUS icon
6941
iShares ESG Aware MSCI USA Value ETF
EVUS
$316M
-695
EVTV icon
6942
Envirotech Vehicles
EVTV
$28.3M
-27
EWO icon
6943
iShares MSCI Austria ETF
EWO
$132M
-4,708
EWUS icon
6944
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$43M
-94
EXAS
6945
DELISTED
Exact Sciences
EXAS
-844,226
HYPD
6946
Hyperion DeFi Inc
HYPD
$54.9M
-10,053
EZGO
6947
EZGO Technologies
EZGO
$3.74M
-1
FAMI icon
6948
Farmmi Inc
FAMI
$20.2M
-8
FAPR icon
6949
FT Vest US Equity Buffer ETF April
FAPR
$1.12B
-976
FARM
6950
DELISTED
Farmer Brothers
FARM
-456