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
FAT
6951
DELISTED
FAT Brands
FAT
-2
FATBB
6952
DELISTED
FAT Brands
FATBB
-4
FBIO icon
6953
Fortress Biotech
FBIO
$91M
-459
FBOT icon
6954
Fidelity Disruptive Automation ETF
FBOT
$208M
-373
FCUV icon
6955
Focus Universal
FCUV
$1.7M
-1
FDRV icon
6956
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$30M
-1,958
FDT icon
6957
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.24B
-310
FEAM icon
6958
5E Advanced Materials
FEAM
$78.9M
-97
FEIG icon
6959
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
FEIG
$42.7M
-785
FEMB icon
6960
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$350M
-10
FEMS icon
6961
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$260M
-10,092
FEMY icon
6962
Femasys
FEMY
$26.5M
-3,068
FEUZ icon
6963
First Trust Eurozone AlphaDEX
FEUZ
$139M
-11,434
FFOG icon
6964
Franklin Focused Growth ETF
FFOG
$266M
-4,324
FGBI icon
6965
First Guaranty Bancshares
FGBI
$145M
-6
FGDL icon
6966
Franklin Responsibly Sourced Gold ETF
FGDL
$465M
-484
KYNB
6967
Kyntra Bio
KYNB
$28.3M
-595
FGI icon
6968
FGI Industries
FGI
$10.3M
-4
FHYS icon
6969
Federated Hermes Short Duration High Yield ETF
FHYS
$51M
-845
FINW icon
6970
FinWise Bancorp
FINW
$190M
-5,915
AAAU icon
6971
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.74B
-6,765
AACG
6972
ATA Creativity
AACG
$51.8M
-400
AAME icon
6973
Atlantic American Corp
AAME
$45.5M
-31
ABLV icon
6974
Able View Global
ABLV
$50.9M
-100
ABVC icon
6975
ABVC BioPharma
ABVC
$29.6M
-189