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
JZ
6951
Jianzhi Education Technology Group
JZ
$12.4M
$17 ﹤0.01%
10
NUWE icon
6952
Nuwellis
NUWE
$1.45M
$17 ﹤0.01%
5
+4
PAPL
6953
Pineapple Financial
PAPL
$17.7M
$17 ﹤0.01%
+3
RDZN icon
6954
Roadzen
RDZN
$104M
$17 ﹤0.01%
20
-926
IMG
6955
CIMG Inc
IMG
$7.37M
$17 ﹤0.01%
4
OYSER
6956
Oyster Enterprises II Acquisition Corp Rights
OYSER
$17 ﹤0.01%
+100
AEMD icon
6957
Aethlon Medical
AEMD
$2.63M
$16 ﹤0.01%
2
-2
FAMI icon
6958
Farmmi Inc
FAMI
$17.7M
$16 ﹤0.01%
8
INVZW icon
6959
Innoviz Technologies Warrant
INVZW
$221K
$16 ﹤0.01%
200
RVSNW icon
6960
Rail Vision Ltd Warrant
RVSNW
$2.05M
$16 ﹤0.01%
168
+90
NIVF
6961
NewGenIvf
NIVF
$798K
$16 ﹤0.01%
+1
AXINR
6962
Axiom Intelligence Acquisition Corp 1 Right
AXINR
$16 ﹤0.01%
+100
CDT icon
6963
CDT Equity Inc
CDT
$1.58M
$15 ﹤0.01%
3
-38
ECDA
6964
DELISTED
ECD Automotive Design
ECDA
$15 ﹤0.01%
+1
JHAC icon
6965
John Hancock Fundamental All Cap Core ETF
JHAC
$3.48M
$15 ﹤0.01%
+1
KORE icon
6966
KORE Group Holdings
KORE
$90.3M
$15 ﹤0.01%
6
-64
DCOY
6967
Decoy Therapeutics
DCOY
$4.52M
$15 ﹤0.01%
4
+3
CERO
6968
DELISTED
CERo Therapeutics
CERO
$15 ﹤0.01%
3
+1
DTCX
6969
Datacentrex Inc
DTCX
$57.1M
$15 ﹤0.01%
3
-25
CCEL icon
6970
Cryo-Cell International
CCEL
$27.4M
$14 ﹤0.01%
3
-34
CVKD icon
6971
Cadrenal Therapeutics
CVKD
$18.2M
$14 ﹤0.01%
1
-13
FTHY
6972
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$514M
$14 ﹤0.01%
+1
GTBP icon
6973
GT Biopharma
GTBP
$12.4M
$14 ﹤0.01%
24
-5
HFBL icon
6974
Home Federal Bancorp
HFBL
$58.4M
$14 ﹤0.01%
1
-30
DFNS
6975
T3 Defense Inc
DFNS
$62.1M
$14 ﹤0.01%
2
-25